Our expertise lies in delivering insightful analysis and strategic guidance within these dynamic industries. We leverage our deep industry knowledge and extensive network to help clients navigate the complexities of these evolving fields.
At EIC Consultant, we distinguish ourselves by generating innovative investment ideas in the equity and commodity asset classes. Beyond producing top-tier equity and commodity research, we are committed to helping our clients navigate the energy transition, which is set to become a predominant strategic theme in the coming years.
In recent years, E.S.G. strategies have primarily focused on exclusionary investing. However, we believe that E.S.G. is evolving towards impact investing. Consequently, we expect that large integrated technology and energy companies will be at the forefront of energy transition investment decisions made by asset managers and pension funds.
At EIC Consultant, our passion lies in identifying attractive equity and commodity investment opportunities within the technology, energy transition, mining, and renewable sectors. We differentiate ourselves by continuously following up on these ideas through tailored interactions with our clients, ensuring they receive the most relevant and timely advice.
The energy sector is undergoing a transformative shift which are creating both challenges and new opportunities. This rapid evolution is set to continue, and we are dedicated to being your reliable partner throughout this inevitable transition.
Most energy transition investments have so far been focused on electricity generation, which accounts for less than 20% of global energy consumption. To achieve decarbonisation targets, it's imperative to reduce fossil fuel usage in industries and transportation. This underscores the critical importance of copper and natural gas. Copper is vital for renewable energy technologies and electrification, with China's demand significantly impacting global supply chains.
The technology sector is undergoing a transformative shift driven by digitalisation, innovation, and globalisation, which are creating both challenges and new opportunities. This rapid evolution is set to continue, and we are dedicated to being your reliable partner throughout this inevitable transition.
Most technology investments have so far been focused on software and digital services, which account for a significant portion of the market. To achieve sustainable growth, it's imperative to invest in hardware and infrastructure. This underscores the critical importance of key materials like silicon and rare earth metals. The global supply chains for these materials are significantly influenced by China's market dynamics.
Over the next two decades, advancements in artificial intelligence and quantum computing will play a crucial role in the technology sector. While these technologies are becoming global commodities, regions will face unique challenges. EIC Consulting offers an independent perspective tailored to diverse market conditions.
