What do recent developments in energy policy mean for investors? – J.P. Morgan Asset Management

Energy policy is gathering momentum around the world. A series of major policy initiatives in the US are prompting European leaders to consider their own regulatory initiatives.

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... Both regions are looking to loosen China’s current grip on many key components of the renewable energy ecosystem. Here they break down the key implications of recent policy developments and investigate how this is impacting opportunities across different markets.

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