4 Sectors that Could Have Monster Breakouts in 2024
As we close a year of market rebounds in the broad market, the commodity market lagged behind the Mag 7 tech darlings.
December 29, 20235 min read
Archive
Carbon
Every issue, report and note from Katusa Research, newest first.
WATCHING: Big Money Moves in Carbon Capture
Corporate greed meets corporate greed as major money is moving in the carbon space.
November 10, 20236 min read
Saudi Arabia’s Huge Bet and Carbon Taxes Flexing Muscles
In a bold move to diversify its economy beyond oil, Saudi Arabia has entered the global mining arena with a $2.6 billion mining deal.
August 4, 20237 min read
Executive Comp Control
One thought I want everyone to try to think outside the box on—is executive compensation.
March 10, 20236 min read
Move Over, Big Mac Index: The McCarbon Footprint Is Here
McDonald’s has been subjected to a UK mandate to reduce—and then eliminate—all carbon emissions.
February 10, 20235 min read
Sectors to Watch in 2023 Part 2: Lithium, Green Hydrogen, Uranium
This week I’ll detail several other sectors our team is researching and analysing closely for hidden gems.
January 13, 20237 min read
6 Sectors to Watch Close in 2023
Few sectors left 2022 unscathed, but several sectors are catching my attention for 2023 and beyond.
January 6, 20237 min read
Frontier Markets
The long-term demand for carbon credits from corporations simply outweighs the immediate supply provided by offset generators.
August 5, 20224 min read
“From Bar to Barley”: Net Zero Cleared for Liftoff
There are major movements happening behind the scenes in the carbon markets.
April 1, 20224 min read
The Insurance Disaster Trade
To the 1 in 1,000,000 investors, like the alligators reading this… It will be the start of some of the most critical talks in the global markets
December 23, 20217 min read
Climate Tokens and The Never-Ending Squeeze
If you’ve been paying attention to carbon prices, you’ll know that they’ve been on a tear.
December 10, 20215 min read
Carbon Catalysts: Watch Article 6 at COP26
Article 6 from the COP26 conference will be critical to watch. It could mean the dramatic acceleration of carbon credits and net zero going forward.
November 5, 20216 min read
