While global markets are fixated on the Gulf, cast a weather eye on the Eastern Pacific where a Super El Nino climate event is developing. It could lead to Climate Whiplash events in terms of flood, storms and drought, food inflation and increasing migration tensions. It never rains, but it pours – and that’s not necessarily good for the most important commodity on the planet: Water!

Over the next 25 years the global shipping fleet will make a massive transition from dirty bunker fuels to new clean energies to achieve Net-Zero. The technologies are evolving, but are now coming on line. Methanol fuelled ships are now in operation – and they are investible!

Beryl is the fastest, strongest and earliest hurricane to hit the Caribbean. The price of the humble potato will see substantial inflation as miserable harvests come in. What do these two apparently unconnected events tell us about inflation and risk?

The following letter is being sent to object to CEMEX and Persimmon digging a massive quarry in the centre of the village of Hamble in Hampshire. It will create enormous health, safety, environmental and economic risks. Its also an affront to carbon emissions and unsustainable. Please write to your MP about it! Its corporate greed vs local democracy and the enviroment.

Virgin founder Sir Richard Branson is set to cross the Atlantic in a plane powered by unicorn farts. It’s marketing smoke and mirrors. The reality is Sustainable Aviation Fuel is an evolutionary dead end. Solving the Air Travel issue will require lots of capital.

Markets are thriving, but the news tone is miserable.. how does that happen? Markets aren’t pricing in a rising tide of political friction, plus rising inequality of wealth and opportunity – but these things ultimately matter.

COP27 is proving a Tower of Babel, but the world is waking up to the reality of climate change and the opportunities it will be bring for climate change mitigation and renewable energy investments. Just don’t let the current financial industrial complex be setting the route-map! We need disruptive climate change investment!  

Stock and Bond markets having been going up and down since year dot. Get used to it. But we do have long-term problems that won’t be solved effectively by short-term political and market objectives, or by the contradictions that lie at the heart of the human psyche.

Biden’s Tax and Climate Bill is the closest thing to a grown-up energy transition plan we’ve seen in the West. There is a significant risk ESG fundamentalism trips up efforts to reach carbon neutrality – but there are signs pragmatism will win out.

Its World Ocean Day – without the oceans we would not exist. We’re finally waking up to the reality of how oceans regulate and benefit the planet. We are learning to treat them better, yet there is so much more they could provide.