France produces only about 6 million barrels of hydrocarbons a year, representing about 1 percent of its consumption. Thibault Camus/AP
France produces only about 6 million barrels of hydrocarbons a year, representing about 1 percent of its consumption. Thibault Camus/AP

France to phase out oil and gas production by 2040



France plans to pass legislation this year to phase out all oil and gas exploration and production on its mainland and overseas territories by 2040, becoming the first country to do so, according to a draft bill presented on Wednesday.

President Emmanuel Macron wants to make France carbon neutral by 2050 and plans to curb greenhouse gas emissions by leaving fossil fuels, blamed for contributing to global warming, in the ground.

Under the draft presented to cabinet, France will no longer issue exploration permits. The extension of current concessions will be gradually limited until they are phased out by 2040 - when France plans to end the sale of gasoline and diesel vehicles.

The decision is, however, largely symbolic because France produces only about 6 million barrels of hydrocarbons a year, representing about 1 per cent of its consumption.

France will continue to import and refine oil.

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Ecology Minister Nicolas Hulot said after the cabinet meeting that the decision shows France's commitment to climate change goals and will enable it to convince others to follow.

"The law will halt the exploitation of hydrocarbons in our territory; existing concessions cannot be renewed beyond 2040," the draft bill states.

No shale gas permit has been issued in France and it will be impossible to do so after the law is passed.

The law could affect companies such as France's Total , which although it has discontinued oil exploration in mainland France, has permits to explore in overseas territories such as offshore Guyane Maritime in French Guiana.

Total declined to comment immediately.

Hydrocarbon production in mainland France takes place mostly in the Paris Basin and Aquitaine Basin, where Vermilion Energy operates several permits.

Lundin Petroleum, through its Canada-based spin-off International Petroleum Corp, and privately owned Geopetrol are the other producers in France.

The companies were not immediately available to comment.

Mr Macron is pressing ahead with implementing the landmark accord reached by nearly 200 nations in the French capital in 2015 to fight climate change after US president Donald Trump pulled out of the deal.

As part of the measures, France plans to stop generating electricity from coal by 2022 and reduce to 50 per cent from more than 75 per cent the share of nuclear in its power generation, while favouring increased renewable energy.

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Favourite film: The Shawshank Redemption stands out as his favourite movie, a classic King novella

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How Tesla’s price correction has hit fund managers

Investing in disruptive technology can be a bumpy ride, as investors in Tesla were reminded on Friday, when its stock dropped 7.5 per cent in early trading to $575.

It recovered slightly but still ended the week 15 per cent lower and is down a third from its all-time high of $883 on January 26. The electric car maker’s market cap fell from $834 billion to about $567bn in that time, a drop of an astonishing $267bn, and a blow for those who bought Tesla stock late.

The collapse also hit fund managers that have gone big on Tesla, notably the UK-based Scottish Mortgage Investment Trust and Cathie Wood’s ARK Innovation ETF.

Tesla is the top holding in both funds, making up a hefty 10 per cent of total assets under management. Both funds have fallen by a quarter in the past month.

Matt Weller, global head of market research at GAIN Capital, recently warned that Tesla founder Elon Musk had “flown a bit too close to the sun”, after getting carried away by investing $1.5bn of the company’s money in Bitcoin.

He also predicted Tesla’s sales could struggle as traditional auto manufacturers ramp up electric car production, destroying its first mover advantage.

AJ Bell’s Russ Mould warns that many investors buy tech stocks when earnings forecasts are rising, almost regardless of valuation. “When it works, it really works. But when it goes wrong, elevated valuations leave little or no downside protection.”

A Tesla correction was probably baked in after last year’s astonishing share price surge, and many investors will see this as an opportunity to load up at a reduced price.

Dramatic swings are to be expected when investing in disruptive technology, as Ms Wood at ARK makes clear.

Every week, she sends subscribers a commentary listing “stocks in our strategies that have appreciated or dropped more than 15 per cent in a day” during the week.

Her latest commentary, issued on Friday, showed seven stocks displaying extreme volatility, led by ExOne, a leader in binder jetting 3D printing technology. It jumped 24 per cent, boosted by news that fellow 3D printing specialist Stratasys had beaten fourth-quarter revenues and earnings expectations, seen as good news for the sector.

By contrast, computational drug and material discovery company Schrödinger fell 27 per cent after quarterly and full-year results showed its core software sales and drug development pipeline slowing.

Despite that setback, Ms Wood remains positive, arguing that its “medicinal chemistry platform offers a powerful and unique view into chemical space”.

In her weekly video view, she remains bullish, stating that: “We are on the right side of change, and disruptive innovation is going to deliver exponential growth trajectories for many of our companies, in fact, most of them.”

Ms Wood remains committed to Tesla as she expects global electric car sales to compound at an average annual rate of 82 per cent for the next five years.

She said these are so “enormous that some people find them unbelievable”, and argues that this scepticism, especially among institutional investors, “festers” and creates a great opportunity for ARK.

Only you can decide whether you are a believer or a festering sceptic. If it’s the former, then buckle up.

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GENERAL CLASSIFICATION

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UAE currency: the story behind the money in your pockets
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Education: Mr Al Bahar was born in 1979 and graduated in 2008 from the Judicial Institute. He took after his father, who was one of the first Emirati lawyers

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Electoral College Victory

Trump has so far secured 295 Electoral College votes, according to the Associated Press, exceeding the 270 needed to win. Only Nevada and Arizona remain to be called, and both swing states are leaning Republican. Trump swept all five remaining swing states, North Carolina, Georgia, Pennsylvania, Michigan and Wisconsin, sealing his path to victory and giving him a strong mandate. 

 

Popular Vote Tally

The count is ongoing, but Trump currently leads with nearly 51 per cent of the popular vote to Harris’s 47.6 per cent. Trump has over 72.2 million votes, while Harris trails with approximately 67.4 million.

Business Insights
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