emergingoceans.substack.com/p/indonesia-the-ultimate-blue-economy
Just last year, assets in passive equity investment strategies eclipsed those in active ones. This is the result of twenty year trend away from active investing and looks set to continue.
A recent article in the The Wall Street Journal by James Mackintosh highlighted that the responsibility of actively engaging with companies is increasingly falling to large, long-term investors like university endowments and pension funds.
However, the author points out that these funds are increasingly subject to political forces.
The article inspired me to continue down my wormhole into the largest corporations in the ocean economy, building on last week's look at Warren Buffett's relatively recent moves into a group of Japanese stocks.
“Not everybody can just be passive,” said Nicolai Tangen, who runs Norway’s $1.5 trillion oil fund, the Government Pension Fund Global. “You can’t basically free ride on a well-functioning market. Somebody needs to vote.”
With large companies dominating key ocean industries - seafood, energy, shipping, ports - the ocean needs active investors. And with ESG on the retreat, tools like those at the World Benchmarking Alliance will be increasingly important. Here's a look at why.
https://emergingoceans.substack.com/p/our-oceans-need-active-investors
Just last year, assets in passive equity investment strategies eclipsed those in active ones. This is the result of twenty year trend away from active investing and looks set to continue.
A recent article in the The Wall Street Journal highlighted that the responsibility of actively engaging with companies is increasingly falling to large, long-term investors like university endowments and pension funds.
However, the author points out that these funds are increasingly subject to political forces.
The article inspired me to continue down my wormhole into the largest corporations in the ocean economy, building on last week's look at Warren Buffett's relatively recent moves into a group of Japanese stocks.
“Not everybody can just be passive,” said Nicolai Tangen, who runs Norway’s $1.5 trillion oil fund, the Government Pension Fund Global. “You can’t basically free ride on a well-functioning market. Somebody needs to vote.”
With large companies dominating key ocean industries - seafood, energy, shipping, ports - the ocean needs active investors. And with ESG on the retreat, tools like those at the World Benchmarking Alliance will be increasingly important. Here's a look at why.
https://emergingoceans.substack.com/p/our-oceans-need-active-investors
Add the global thirst for sand to your list of under appreciated geopolitical risks. As the article points out:
"Last year, Taiwan expelled nearly 4,000 Chinese sand-dredgers and sand-transporting vessels from waters under its control, most of them in the area close to the median line, according to the coast guard. That’s a 560% surge from the 600 Chinese vessels repelled in all of 2019."
Rebuilding beaches is as normal as filling potholes these days. But competition for sand comes from everywhere - construction and concrete to fracking wells and building microchips. Sand is in high demand.
Unlike other commodities, it is largely untracked. In fact, in order to come up with a global demand number, this study had to back into it based on cement data.
"A landmark report from the UN Environment Program (UNEP) in 2019 had to rely on data for cement — which sand and gravel are mixed with to make concrete — to land on a ballpark figure of 50 billion tons."
My research wormholes in the #blueeconomy often lead to underappreciated and valued everyday commodities, and sand is no different.
https://emergingoceans.substack.com/p/beach-nourishment-is-big-business
Rebuilding beaches is as normal as filling potholes these days. But competition for sand comes from everywhere - construction and concrete to fracking wells and building microchips. Sand is in high demand.
Unlike other commodities, it is largely untracked. In fact, in order to come up with a global demand number, this study had to back into it based on cement data.
"A landmark report from the UN Environment Program (UNEP) in 2019 had to rely on data for cement — which sand and gravel are mixed with to make concrete — to land on a ballpark figure of 50 billion tons."
My research wormholes in the #blueeconomy often lead to underappreciated and valued everyday commodities, and sand is no different.
https://emergingoceans.substack.com/p/beach-nourishment-is-big-business
Rebuilding beaches is as normal as filling potholes these days. But competition for sand comes from everywhere - construction and concrete to fracking wells and building microchips. Sand is in high demand.
Unlike other commodities, it is largely untracked. In fact, in order to come up with a global demand number, this study had to back into it based on cement data.
"A landmark report from the UN Environment Program (UNEP) in 2019 had to rely on data for cement — which sand and gravel are mixed with to make concrete — to land on a ballpark figure of 50 billion tons."
My research wormholes in the #blueeconomy often lead to underappreciated and valued everyday commodities, and sand is no different.
https://emergingoceans.substack.com/p/beach-nourishment-is-big-business
Rebuilding beaches is as normal as filling potholes these days. But competition for sand comes from everywhere - construction and concrete to fracking wells and building microchips. Sand is in high demand.
Unlike other commodities, it is largely untracked. In fact, in order to come up with a global demand number, this study had to back into it based on cement data.
"A landmark report from the UN Environment Program (UNEP) in 2019 had to rely on data for cement — which sand and gravel are mixed with to make concrete — to land on a ballpark figure of 50 billion tons."
My research wormholes in the #blueeconomy often lead to underappreciated and valued everyday commodities, and sand is no different.
https://emergingoceans.substack.com/p/beach-nourishment-is-big-business
I was on a trip recently and a Brit staying at the same place mentioned seeing a tuna jump while he was fishing from shore. An amazing experience to see wildlife returning to our waters.
I was on a trip recently and a Brit staying at the same place mentioned seeing a tuna jump while he was fishing from shore. An amazing experience to see wildlife returning to our waters.
That's a really interesting example of prices hitting the retail world.
Beach Nourishment is Big Business
climatechange