Policy

This article is adapted from Weekly Economic & Bond Market Insights by Thomas Simons, CFA, Chief U.S. Economist at Jefferies, and Michael Bacolas. Simons brings two decades of experience analyzing Federal Reserve policy and is a frequent commentator on CNBC and other major financial media outlets.

How can one separate headlines from on-the-ground data and get a clear picture of global transition strategy in 2026?

Jefferies’ Sustainability & Transition Team set out to address that question in a new note, Energy Transition Download: Practical Tools to Track Macro, Sector & Companies.

By Aniket Shah, Global Head of Washington, Sustainability & Transition Strategy If there was any doubt, recent developments in Venezuela have put it to rest: energy security and industrial policy are back at the center of international competition. U.S. intervention in the country — home to the world’s largest oil reserves — could have significant […]

In October, Jefferies and SMBC co-hosted a forum for senior executives from leading Japanese corporations and investment firms. The event, titled “How to Commercialize the Japanese Energy Transition,” examined how companies can monetize opportunities tied to the global transition and Japan’s Green Transformation (GX) Plan, a $1 trillion initiative to reduce emissions over the next […]

In September, Jefferies hosted a group of investors in India as part of its annual forum and broader efforts to study the country’s energy transition. Since the last trip two years ago, there were notable shifts across the macro, company, and policy landscape. India — now the world’s fourth-largest renewables market by capacity, with a […]

Jefferies hosted CEOs from fourteen leading carbon removal companies. Their perspectives offer a candid look at the sector’s key risks — and how winners could emerge from this moment of uncertainty.

New innovations aimed at modernizing the grid are gaining traction—and one, in particular, is turning heads. Infravision’s drone-enabled power line stringing uses unmanned aerial vehicles to install power lines faster and more cost-effectively than traditional methods.

Nearly two years ago, Japan unveiled its Green Transformation Policy (GX), a $1 trillion plan to dramatically reduce emissions over the next decade. Surprisingly, GX has largely flown under the radar of institutional investors.

Jefferies’ Sustainability & Transition Team is entering 2025 with ten key questions, covering the challenges and opportunities shaping the global transition.