As nations plan to accelerate their energy independence, so-called 'greenflation' is becoming a bigger concern. For investors, the key questions are: What is causing this inflation and are those drivers here to stay? According to Alec Cutler, manager of the Orbis Global Balanced fund, the ESG movement is driving chemical and manufacturing plants to decarbonise, along with every energy extraction process, with those drilling for natural gas increasingly required to remove carbon at the well head. Cutler told Investment Week: "Rebuilding chemical, industrial and manufacturing plant...
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