DPAM’s Post

Electricity is gaining strategic importance in the global energy system. This is not because electricity is a primary energy source, but because the mix of energy sources used to produce it is changing. In particular, the share of oil in electricity generation is falling, replaced by a growing mix of renewables, gas, and nuclear power. This shift not only changes how electricity is produced, but also reshapes the inflationary dynamics historically linked to oil, and consequently its potential impact on interest rates. Lowie Debou, CFA and Félicie Jonckheere investigate: https://lnkd.in/eXm4fkkh #Energy #FixedIncome #Markets --Marketing communication-- Investing incurs risks. Past performances do not guarantee future results.  This material is meant for professional clients only.