In a global energy transition characterized thus far by imperfect solutions and uneven progress, the market for one critical piece of the puzzle is about to blow up.
Fundamental Thinking
The perspectives of Harding Loevner’s sector and industry analysts on a range of investment topics.
It’s Always Sunny in Xi’an: China’s Solar Solution to Europe’s Gas Problem
As attempts to address climate change and energy independence converge, a company from a solar superpower stands to benefit.
The Global Recycling Shakeup: Why Tech Is Replacing Cheap Labor in the Plastic Recycling Industry
In response to China’s decision to halt plastic scrap imports, some waste management companies in the West are going high tech.
Laser Technology Continues to Burn New Ground
Greater precision and speed, combined with lower energy requirements, give lasers a meaningful advantage over other manufacturing tools—and a long growth trajectory for laser equipment companies.
How an Industry That Helps Feed an Increasingly Hungry Planet Proved Turbulent for Investors
If global demand for food is rising, why did producers of a key fertilizer falter?
Three Reasons Cement Companies Are as Durable as Their Product
Cement’s “value to volume” ratio, among other factors, sets cement companies in a profitable position.
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