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Metals, Mining Faces Diverse Impact from Energy Transition

From fitchratings.com

Metals and mining companies will face varying impacts from the transition to a low-carbon economy, including diverging demand trends and the need to transform production processes and switch to greener energy sources and cleaner feedstock, Fitch Ratings says in a sector-specific Climate Vulnerability Scores (Climate.VS) report. Climate.VS vary depending on companies’ demand and supply outlooks, role in the energy transition, carbon intensity of value chains, access to technologies and substitution risks. Nickel and copper have the brightest demand outlooks due to their use in green economy infrastructure, such as ... (full story)

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  • Category: Fundamental Analysis