

The Macro Brief – Supply chains, energy outlook, ESG sentiment
Jul 14, 2023
James Pomeroy explains supply chain improvements, Charles Swabey assesses global energy reliance, and Wai-Shin Chan discusses growing anti-ESG sentiment in the US. They cover topics like shipping rates, renewable energy progress, Europe's gas diversification, and ESG sentiment survey results.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Improvement in Global Supply Chains and Shipping Rates
01:50 • 5min
Renewable Energy Supply and the Future of Wind and Solar Power
06:31 • 3min
Europe's Progress in Diversifying Natural Gas Supply and Decreasing Demand
09:38 • 2min
ESG Sentiment Survey Results and Decline in ESG Understanding
11:18 • 5min