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The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. Views are subject to revision over time.
Current and historical analyses do not guarantee future results.
Through November 8, 2021
Data has been normalized to 2020. European Gas represented by TTFG1MON OECM Index (USD), Australia Export Coal represented by API31MON Index (USD), Brent Crude represented by CO1 Comdty (USD), US Gas represented by NG1 Comdty.
Source: Bloomberg
Current and historical analyses do not guarantee future results.
As of November 8, 2021
Source: Company reports and Danske Bank analysis
As of October 2021
Source: IEA “Net Zero by 2050, A Roadmap for the Global Energy Sector” October 2021 4th revision edition and AllianceBernstein (AB)
The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. Views are subject to revision over time.
Jeremy Taylor is a Senior Vice President, Senior Research Analyst and Portfolio Manager for Value Equities. He is responsible for research coverage of European commodities stocks, including energy, metals and mining, chemicals, and utilities. Taylor is a Portfolio Manager for the Global Commodity Producers strategy and coordinates AB’s Global Commodities Research team as Sector Leader. He joined the firm in 2005 as a research analyst. Previously, Taylor was an associate principal in the industrials group at McKinsey & Company, focusing on business unit strategy, organization, marketing and sales. Prior to that, he was a product manager at Shell Chemicals at Royal Dutch Shell Group. Taylor holds a BS and an MS in electrical and electronic engineering from the University of Manchester. Location: London