Investment Daily Note Huaneng Renewables：China Renewable Energy Sector United States: No bright future without investment! As gas and coal compete again, we introduce a new pricing framework South African platinum supply to remain weak for rest of 2014 Soft spot for concentrates Commodities Weekly The slowdown in productivity is bad news for stock markets Migratory flows should not be overlooked when forecasting growth Chinese aluminum capacity growth slowing as opportunity for higher value-added semi exports opens