Jefferies’ Sustainability & Transition Team recently sat down with Pierre Friedlingstein, Professor and Chair in Mathematical Modeling of the Climate System at the University of Exeter to discuss what the latest data reveals about the trajectory of climate change.
Jefferies’ latest Human Capital Survey, which compares attitudes in the Japanese labor force to those in the U.S. and U.K., provides valuable insights.
This explosive growth in data centers, coupled with infrastructure and power constraints, presents both challenges and opportunities for a myriad of sectors, including utilities, energy, capital goods, infrastructure/construction, and more. A new report led by Jefferies Utilities and Clean Energy team, with input from more than 20 Jefferies analysts around the world, explores the implications of this growth, the economic dynamics, and the strategic moves needed to sustain the sector’s expansion.
he Global Gas and LNG markets will start normalizing after 2024 with loose market conditions likely starting in 2026 and persisting until the end of the decade.
Jefferies’ Global Research teams detail the possible implications for a slimmer consumer, with sticky behavioral changes, across 7 sectors. They identify ~80 companies that could benefit and ~80 that may find this a structural headwind.