All Clean Energy articles
-
PodcastOuterblue Research – Capital Market Assumptions 2024
Our capital market assumption forecasts look more closely at the themes that shape the financial market landscape and aim to help steer investors over the medium to long-term. This year the publication considers how climate delays and productivity gains from artificial intelligence are likely to drive a reordering of asset class profiles and the role played by geopolitical tensions.
-
White papersIs carbon capture the climate fix we need?
To date, carbon capture, utilisation and storage (CCUS) has been long on promises and short on delivery. But hard-to-abate industries are likely to rely on the technology to get to net-zero emissions. Michael Yamoah and Shoa Hirosato examine the implications for companies and investors.
-
White papersDecarbonising steel: redefining the value chain and the role of iron ore miners
The global steel industry is currently responsible for about 7% to 9% of annual global CO2 emissions. In some countries like China, South Korea, and Japan, emissions from the steel sector are nearly double the global average, at 15%, 14% and 12% respectively. Demand for steel is expected to grow.
-
White papersCausality Approach Applied to Clean-Tech Equities
The clean-tech industry has experienced remarkable growth, bringing forth groundbreaking technologies and sustainable solutions. This research article delves into the examination of factors that shape the evaluation of net-zero assets in various sectors and themes.
-
White papersWho will finance the green transition? Can central banks help?
”With public debt at unprecedented levels, it is difficult to see how governments could consider contributing any sizeable amounts.”
-
White papersFinancing the energy transition
Energy security and climate change are driving an unparalleled economic shift in the energy sector worldwide, and reshaping the investment landscape for green energy credit as a result.
-
White papersMeasuring energy: Losses and efficiencies with an electric silver lining
The US Energy Information Administration defines energy as follows: “Scientists define energy as the ability to do work. Modern civilization is possible because people have learned how to change energy from one form to another and then use it to do work. People use energy for a variety of things, such as to walk and bicycle, to move cars along roads and boats through water, to cook food on stoves, to make ice in freezers, to light our homes and offices, to manufacture products, and to send astronauts into space.”
-
White papersThe skills factor: greening the workforce to deliver net zero
Limiting global warming to 2C requires large scale investments from governments and businesses. But are the latter managing their human capital effectively in order to achieve this?
-
White papersWhat if the Inflation Reduction Act were repealed?
The energy transition is a polarising US political issue. For the Inflation Reduction Act (IRA), which in 2022 approved an estimated USD 670 billion to boost domestic clean-energy production and manufacturing, the November 2024 federal election will undoubtedly impact its future and the funding it provides.
-
White papersThe Economic Cost of the Carbon Tax
The choice of the optimal environmental policy is an important question in the current climate change context. While the carbon tax was the preferred policy of economists in the 1970s and 1980s, governments have implemented both quantity-based policies, such as emissions trading schemes, and price-based policies, such as fossil fuel taxes and renewable energy subsidies.
-
White papersCommodities of the future: the metals vital to energy transition
When investors consider metals exposure in their portfolios, they might once have focused on gold, silver and platinum. Today, more common metals are becoming increasingly important because they will play a vital role in the energy transition.
-
White papersThe importance of engaging for a just transition
With the publication by EOS at Federated Hermes of its 2023 Annual Review of engagement and voting highlights, Leon Kamhi, Head of Responsibility and EOS, reflects on our stewardship activity in 2023, the outcome of COP28, and the need for a just transition.
-
White papersHow to solve the problem of renewable energy intermittency
James Smith, manager of the Premier Miton Global Renewables Trust, highlights six ways the UK’s energy sector could solve the problem of the intermittency of renewable power during the energy transition.
-
White papersThe Year Ahead for the Major Industry Sectors, Part 1
The first of two Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
-
White papersNet-zero equities: resilience in an uncharted transition
The year 2023 in some ways brought a return to normality: slowing inflation, stabilising interest rates and, to some extent, more stable energy prices than in 2022. These positive developments fueled the strong performance of equity markets.
-
White papersSustainability watch: loss and damage fund, offshore wind, and cleantech
Our selection of sustainability news from December includes the launch of a new loss and damage fund for developing nations, the world’s largest offshore wind farm, and the deployment of cleantech projects.
-
White papersESG Viewpoint: Investing in a Just Transition
It’s essential we consider the social dimension as we transition to a low carbon world. We explore the investment implications of a Just Transition.
-
PodcastOuterblue Talks Research – What awaits emerging markets in 2024?
This emerging markets outlook special edition looks ahead to 2024. While a slowdown is expected in developed markets, emerging markets (EM) are likely to prove more resilient next year with the growth premium over developed markets continuing to widen.
-
White papers2024 Responsible Investment Views
”Responsible Investing is moving from a niche to a standardised environment.”
-
White papersEnergy transition: Accelerating investment opportunities
Arguably, humanity’s greatest current challenge is the need to shift to low and net-zero carbon in a little less than 30 years. These challenges create investment opportunities as investors have a critical role given the capital required to fund this transition. Our specialist investment managers explore energy transition and the new technologies and infrastructures required.
