Causality relationships between climate policy uncertainty, renewable energy stocks, and oil prices: a mixed-frequency causality analysis

Abstract This paper investigates the predictive relationships among climate policy uncertainty (CPU), oil prices, and renewable energy (RE) stock market returns, particularly highlighting the challenges posed by the varying data frequencies of these variables. The study utilizes a comprehensive data...

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Main Authors: Leila Hedhili Zaier, Khaled Mokni, Ahdi Noomen Ajmi
Format: Article
Language:English
Published: SpringerOpen 2024-11-01
Series:Future Business Journal
Subjects:
Online Access:https://doi.org/10.1186/s43093-024-00399-1
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author Leila Hedhili Zaier
Khaled Mokni
Ahdi Noomen Ajmi
author_facet Leila Hedhili Zaier
Khaled Mokni
Ahdi Noomen Ajmi
author_sort Leila Hedhili Zaier
collection DOAJ
description Abstract This paper investigates the predictive relationships among climate policy uncertainty (CPU), oil prices, and renewable energy (RE) stock market returns, particularly highlighting the challenges posed by the varying data frequencies of these variables. The study utilizes a comprehensive dataset comprising monthly CPU, daily oil prices, and RE stock returns, sourced globally. By applying a mixed-frequency causality test (MFCT), the analysis reveals significant predictability across different time horizons, particularly highlighting the strong influence of oil prices on RE stock returns over short-term horizons, while CPU demonstrates a more pronounced effect over medium to long-term horizons. In contrast, the application of the classical Granger causality test on low-frequency (monthly) data indicates an insignificant relationship between CPU and RE stocks, suggesting that traditional models may overlook important predictive dynamics. The analysis was conducted using Matlab code, and the findings provide valuable insights for policymakers in designing effective climate policies and for investors in optimizing portfolio strategies and hedging against risks.
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institution Kabale University
issn 2314-7202
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language English
publishDate 2024-11-01
publisher SpringerOpen
record_format Article
series Future Business Journal
spelling doaj-art-56645764cbb143559dacd4a95f4a02fa2025-08-20T03:53:58ZengSpringerOpenFuture Business Journal2314-72022314-72102024-11-0110111110.1186/s43093-024-00399-1Causality relationships between climate policy uncertainty, renewable energy stocks, and oil prices: a mixed-frequency causality analysisLeila Hedhili Zaier0Khaled Mokni1Ahdi Noomen Ajmi2Institut Supérieur de Gestion, Université de TunisRabat Business School, Université Internationale de RabatESC de Tunis, Université de ManoubaAbstract This paper investigates the predictive relationships among climate policy uncertainty (CPU), oil prices, and renewable energy (RE) stock market returns, particularly highlighting the challenges posed by the varying data frequencies of these variables. The study utilizes a comprehensive dataset comprising monthly CPU, daily oil prices, and RE stock returns, sourced globally. By applying a mixed-frequency causality test (MFCT), the analysis reveals significant predictability across different time horizons, particularly highlighting the strong influence of oil prices on RE stock returns over short-term horizons, while CPU demonstrates a more pronounced effect over medium to long-term horizons. In contrast, the application of the classical Granger causality test on low-frequency (monthly) data indicates an insignificant relationship between CPU and RE stocks, suggesting that traditional models may overlook important predictive dynamics. The analysis was conducted using Matlab code, and the findings provide valuable insights for policymakers in designing effective climate policies and for investors in optimizing portfolio strategies and hedging against risks.https://doi.org/10.1186/s43093-024-00399-1Climate policy uncertaintyOil priceRenewable energyCausalityMixed frequency
spellingShingle Leila Hedhili Zaier
Khaled Mokni
Ahdi Noomen Ajmi
Causality relationships between climate policy uncertainty, renewable energy stocks, and oil prices: a mixed-frequency causality analysis
Future Business Journal
Climate policy uncertainty
Oil price
Renewable energy
Causality
Mixed frequency
title Causality relationships between climate policy uncertainty, renewable energy stocks, and oil prices: a mixed-frequency causality analysis
title_full Causality relationships between climate policy uncertainty, renewable energy stocks, and oil prices: a mixed-frequency causality analysis
title_fullStr Causality relationships between climate policy uncertainty, renewable energy stocks, and oil prices: a mixed-frequency causality analysis
title_full_unstemmed Causality relationships between climate policy uncertainty, renewable energy stocks, and oil prices: a mixed-frequency causality analysis
title_short Causality relationships between climate policy uncertainty, renewable energy stocks, and oil prices: a mixed-frequency causality analysis
title_sort causality relationships between climate policy uncertainty renewable energy stocks and oil prices a mixed frequency causality analysis
topic Climate policy uncertainty
Oil price
Renewable energy
Causality
Mixed frequency
url https://doi.org/10.1186/s43093-024-00399-1
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AT khaledmokni causalityrelationshipsbetweenclimatepolicyuncertaintyrenewableenergystocksandoilpricesamixedfrequencycausalityanalysis
AT ahdinoomenajmi causalityrelationshipsbetweenclimatepolicyuncertaintyrenewableenergystocksandoilpricesamixedfrequencycausalityanalysis