Natalia Luna
Natalia Luna

Natalia Luna

Senior Thematic Investment Analyst, Global Research

Latest articles

February 2024

Investment conclusions from 2023’s clean energy sell-off

The clean energy index had a tough 2023, but we believe there was an overreaction in markets that didn’t appreciate the nuance of the energy transition.
January 2024

Carbon capture and storage: opportunities in a burgeoning market

CCS has the potential to play a major role in delivering ambitious emission-reduction targets. We run the rule over the marketplace
September 2023

Thematic Insight: The energy transition – transformative on a global scale

We discuss the barriers to a successful energy transition and the opportunities for investors
July 2023

A unique lens on banks and net zero

How are financial institutions embracing the energy transition and managing climate change risks, and what are the opportunities presented by the decarbonisation process?
May 2023

Investment implications: the US Inflation Reduction Act is a wake-up call for the EU

The US IRA and the EU’s Green Deal Industrial Plan share many common themes, but what are the investment implications as the two go head-to-head, and what China might do in response?
March 2023

Green hydrogen: the investment perspective

What are the near-term opportunities and challenges for utilities and industrial gas companies

Latest articles

February 2024

Investment conclusions from 2023’s clean energy sell-off

The clean energy index had a tough 2023, but we believe there was an overreaction in markets that didn’t appreciate the nuance of the energy transition.
January 2024

Carbon capture and storage: opportunities in a burgeoning market

CCS has the potential to play a major role in delivering ambitious emission-reduction targets. We run the rule over the marketplace
September 2023

Thematic Insight: The energy transition – transformative on a global scale

We discuss the barriers to a successful energy transition and the opportunities for investors
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