Best Research Ideas

The Thirty Years’ War on Carbon

As part of Jefferies’ global thought leadership in ESG, the firm has presented a view on the EU’s decarbonization agenda to 2030 and the investment implications that will emerge. Key takeaways include: 1) Carbon costs will increase for all European companies; 2) the EU’s leadership will fuel greater protectionism globally; and 3) investors should seek impact opportunities in the “unloved” transitional sectors and the “unusual suspects” of decarbonization.

Luke Sussams and Charles Boakye, EMEA Environmental, Social and Governance