Zusammenfassung
In den vergangenen zehn Jahren sind Investoren zunehmend auf den Klimawandel als grundlegendes Anlagerisiko aufmerksam geworden. Dies hat dazu geführt, dass Banken und Vermögensverwalter die Öl- und Gasindustrie gemieden haben, was zu einer erheblichen Unterperformance von Öl- und Gasaktien geführt hat. Die niedrigen Bewertungen des Sektors machten ihn anfällig für Übernahmen, Aufspaltungen und Auskäufe durch nationale Ölgesellschaften. Es schien, als würden die öffentlichen Finanzmärkte bald ganz für die Branche geschlossen sein. Jüngste Ereignisse, einschließlich des Russland-Ukraine-Krieges und der Klimaoffenlegungspflichten der SEC, könnten das geändert haben. Die Branche könnte gerade noch eine letzte Chance bekommen, mit den Investoren an der Energiewende zu arbeiten.
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Notes
- 1.
Stand 7. März 2022.
- 2.
Stand Ende Februar 2022, basierend auf ETF-Renditen.
- 3.
8. März 2022.
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Chen, S. (2024). Klima und Finanzmärkte. In: Nachhaltiges Öl und Gas mit Blockchain. Springer Vieweg, Cham. https://doi.org/10.1007/978-3-031-45842-2_2
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