Winners, Losers From Decarbonization Listed by Morgan Stanley — Glasgow Summit (1)

ANALYSIS SUMMARY by Mathew Carr

OCT. 15, 2021 — Opportunities and headwinds.

Climate policy has implications for many companies and sectors, investment bank Morgan Stanley says in an emailed research note ahead of the Glasgow climate talks later this month.

RESEARCH SNIP

“We list 100 Overweight-rated stocks that our analysts believe could benefit
from more stringent decarbonization targets. We also highlight 10 sectors facing
headwinds in the coming years, with 34 Underweight-rated stocks”

Beneficiaries:
The COP 26 Presidency has highlighted four actions for securing net zero by mid century
and keeping 1.5 degrees within reach, the investment bank said.

Overweight-rated stocks that the bank’s analysts believe could benefit from
these interrelated themes.

  1. accelerate the phase-out of coal
  2. curtail deforestation
  3. speed up the switch to electric vehicles
  4. encourage investment in renewables

    Some of the names listed may surprise some people, eg Greta: eg Exxon Mobil, Chevron, Occidental

    Here is the complete list:
Photo by RODNAE Productions on Pexels.com

Sectors & Stocks Facing Decarbonisation Headwinds

“Below we summarise the potential risks and highlight some stocks in these sectors that are currently rated Underweight,” the bank said.

Full list, sliced and diced by region:

(more to come)

Some winners some losers. Photo by Shamia Casiano on Pexels.com

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