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Climate Outlook 2025: Navigating Risks, Seizing Opportunities

As we embark on 2025, it’s essential to take stock of our progress in addressing climate change. The past year brought both milestones and warnings, revealing how far we’ve come and how much work remains.   Global climate check: key takeaways from 2024 2024 shattered records as the hottest year in history, with global temperatures breaching the 1.5°C mark above pre-industrial l ...

Fiery Flash: Micron Technology

Micron Technology, one of the few key players in the memory and storage solutions arena, has seen its stock price surge by 17 % in the last five days. This rise reflects strengthened investor confidence in the stock, which mainly arose since two key announcements over the last week. First, Microsoft's bombshell announcement of an $80 billion investment in AI-focused data center ...

#MacroFriday: European Services Inflation holds firm

We kick off this new MacroFriday year in Europe with the publication of December’s inflation numbers this week. And, the inflation struggle is far from over. Headline inflation in the Euro Area dropped to 1.8% in September, falling below the ECB’s inflation target of 2%. At that time, inflation had reached its lowest level since June 2021. Since then, inflation has picked ...

Industrial gases: a resilient industry that deserves a deeper look.

In the article below we will try to argue why Industrial gases is a more interesting subsector of the Materials sector and take a look at some of the large players.   Industrial Gases: A big business with global reach  The global market for industrial gases exceeds 100 billion dollars in revenues. It is an oligopolistic market dominated by five major players – Air Liquide, Lin ...