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Why gold’s “strange” rally could continue
Gold’s 2024 rally is “quite strange,” but two sources of demand could drive the metal even higher. Nicholas Snowdon, Goldman Sachs’ Head of Metals Research, separates the signal from the noise.
GS SUSTAIN: Social Capital: How business can drive impact through affordability
Goldman Sachs Research analysts revisit their impact-oriented approach to the UN Sustainable Development Goals, with a focus on the ‘S’ of ESG. They spotlight businesses contributing to the expansion of access and increased affordability in four SDG-aligned categories, often with a dual environmental benefit.
GS SUSTAIN: Generational Growth — AI/data centers' global power surge and the sustainability impact
Data center power demand is poised to grow 160% by the end of the decade, according to Goldman Sachs Research. The analysts believe this should enhance investment opportunities across the power supply chain benefitting from Green Capex, volume growth and innovation.
GS SUSTAIN: From Aspiration to Action: 10 predictions for Sustainable Investing in 2023
Inflationary pressures, regulations, fiscal stimulus and continued climate events have pushed forward fruitful debates over how to achieve Sustainable Development Goals while "Aligning the STARS": Supply, Transition, Affordability, Reliability, Security.
Powering Up Europe: AI datacenters and electrification to drive +c.40%-50% growth in electricity consumption
Goldman Sachs Research analysts estimate that Europe’s power demand could grow by +c.40% in the next 10 years, fueled by the rapid expansion of datacenters and a pickup in the electrification process.
Generational Growth: AI, data centers and the coming US power demand surge
Global data center power demand is poised to more than double by 2030 after being flattish in 2015-20. Goldman Sachs Research analysts believe downstream investment opportunities in utilities, renewable generation and industrials whose investment and products will be needed to support this growth are underappreciated.