The Green Dollar

Planning the Green Dollar

This category contains 1 post

Handling Opinions

An objective of the “Green Dollar” is to facilitate progress in renewable energy as a viable part of economic systems and be an accessible source of unfamiliar information for people in varying parts of the industry. So it will provide renewable energy science information for energy fund analysts and vice versa, coverage on impacts on … Continue reading

Blackrock: Profile

Blackrock is focused on companies that

1. have individual stock specific catalysts to release additional value

2. benefit the most from an improvement in the macro environment, through either higher oil prices or increased industry capital expenditure.

3. oil services

(Backdrop of oil price driven earnings revisions is a positive one, there are many company-specific factors to highlight even in flat price environemnt. Companies that are low-cost producrs and have strong resource positions, and high impact exploration programmes that are attracting value.)

For more information, contact:
Robin Batchelor, MD, portfolio manager and joint chief investment officer of blackrock's natural resources equity team, or Poppy Allanby: fund manager of Blackrock's natural resources equity team.