Goldman Sachs
United States 
03 Jul BirthAmerican multinational investment bank and financial services company headquartered in New York City
United States 03 Jul Birth
Green Capex: Greenflation, Returns and Opportunity
Green Capex will be the dominant driver of global infrastructure over the next decade and will be critical for achieving Net Zero, Infrastructure and Clean Water goals. In this report, Goldman Sachs Research analysts explore rising capex and R&D expectations, and consider government commitments
Batteries: The Greenflation Challenge II
In this report, Goldman Sachs Research analysts discuss six key debates that they view as top of mind for investors: (1) How much of battery chemistry improvement is offset by greenflation?, (2) How would higher battery prices impact EV penetration?, (3) How are new innovations progressing in solid
Batteries: The Greenflation Challenge II
In this report, Goldman Sachs Research analysts discuss six key debates that they view as top of mind for investors: (1) How much of battery chemistry improvement is offset by greenflation?, (2) How would higher battery prices impact EV penetration?, (3) How are new innovations progressing in solid
Global Views: Still on the Same Narrow Path
Goldman Sachs Research sees the US economy on a narrow path to a soft landing. While the increase in nonfarm payrolls in May beat expectations, the unemployment rate has been flat for three months to early June, as the underemployment rate U6 edged up, and average hourly earnings barely grew. Additi
Battery Metals Watch: The End of the Beginning
Goldman Sachs Research analysts argue that the battery metals bull market has peaked. Battery metals – cobalt, lithium and nickel – will power the green industrial revolution and are facing a wave of demand comparable to that of copper and iron ore during China’s rapid growth in the 2000’s. With cli
GS SUSTAIN: Supply Chain Mosaic
Investors, regulators, and consumers are putting increased scrutiny on the role of supply chains in business continuity. Goldman Sachs Research is introducing a new framework for generalists and ESG investors, the GS SUSTAIN Supply Chain Mosaic, to plug gaps in a patchy data landscape for measuring
The Economics of Algorithmic Stablecoins
GS Research analysts examine the major drop in cryptocurrency prices and how digital asset markets have been dominated by volatility in stablecoins (cryptocurrencies intended to be pegged 1:1 with fiat currencies, most commonly the US Dollar). Two prominent “algorithmic” stablecoins, Terra USD and N
The Postmodern Cycle
From the 1980s a 'Modern Cycle' evolved driven by lower inflation, independent central banks, globalization, lower volatility, longer cycles and higher profit shares of GDP. GS Research analysts argue that we are entering a new 'Postmodern' cycle in which inflation is a bigger risk than deflation. T
ESG of the Future: A Forward Look at Corporate Greenhouse Gas Emissions, Potential ESG Improvers
Goldman Sachs Research expects increased focus on corporate emissions of greenhouse gases as ESG markets become more forward-looking and in response to both rising regulations including proposals from the SEC and carbon pricing considerations. Goldman Sachs Research introduces their analysts’ estima
GS SUSTAIN: The Evolution Towards a Circular Economy
The need to move towards a Circular Economy – one in which consumption of ecological resources is equal to or less than what the planet can regenerate – has been discussed for years but not sufficiently deployed, with resource consumption 75% more than Earth's regeneration capacity in 2021 and waste
Green Metals: Solving Aluminium’s Climate Paradox
At the heart of the coming surge in green aluminium demand lies a paradox: aluminium is a key input required to produce decarbonising technologies like EV’s and solar power, yet its own production is very carbon intensive, generating 2% of all global emissions. This paradox begs the question: how ca
Green Metals: Copper is the New Oil
The critical role copper will play in achieving the Paris climate goals cannot be overstated. Without serious advancements in carbon capture and storage technology in the coming years, the entire path to net zero emissions will have to come from abatement - electrification and renewable energy. As t
Green Metals: Nickel's Class Divide
At the beginning of the year, nickel's place within green metals was as a key competitor in the race for mineral dominance of energy storage. Now, it sits at the intersection of Europe’s push for decarbonisation and energy independence. At the heart of Europe’s strategy lies its desire to rapidly el
Asianomics in America: Contributions and Challenges
Goldman Sachs Research reviews the key economic trends shaping the Asian American experience in the US, the barriers they face to advancement in the workplace and representation in top leadership positions, and the contributions they’ve made to innovation and GDP growth. 02 May 2022 Goldman Sachs Re
Building for the future: Are developers going ‘green?’
The article below is from our BRIEFINGS newsletter of 21 April 2022 Environmental, social and governance (ESG) considerations are increasingly driving corporate strategy in asset classes around the world. But when it comes to building real estate, is environmental impact – particularly carbon emissi
Pull-up Update
