All Clean Energy articles – Page 2
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White papers
The perfect storm: Deglobalisation’s headwinds
Globalisation - the rising interconnection of the world’s economies and populations, driven by international trade in technology, services, goods as well as the flow of investment and information - is facing at least five different head winds. Let me discuss them in turn and indicate how I believe they could be tackled.
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White papers
Investment outlook
At the midpoint of 2024, we are focused on a number of risks posed by fissures and fault lines in the economic terrain — and the need to navigate them successfully. Weakening global growth, still-sticky inflation, diverging monetary policy around the globe and growing political uncertainty all add to the uncertain footing. How might investors find their away around these cracks? In our view, the following portfolio themes point in the right direction.
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Asset Manager News
HIH Real Estate Sets up E-Mobility Subsidiary eternigy
Eternigy to plan, install and operate EV charging stations for commercial and residential real estate Target group: HIH Group clients and third parties First charge points expected to go live by June The objective: 1,000 charging points within the next three years
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White papers
ESG Thema #16 - Investing in India’s energy future: a just transition challenge
India is currently experiencing an era of unparalleled growth, marked by significant shifts in various domains. These include the transition from physical currency to digital payments, a move from traditional fuels to renewable energy sources, a shift from an informal to a more formal economy, and a transition from underserved communities to ensuring inclusion even at the last mile. These landmark changes are shaping a new landscape of development.
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White papers
Green to gold: realising opportunities from the carbon transition
The potential for real estate to deliver green energy infrastructure is often overlooked. We explore the interventions required to monetise green energy, and how investors might benefit from the carbon transition.
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White papers
US elections: the Inflation Reduction Act and the risk of repeal
In November the US goes to the polls to decide who will be the next president – the Democrat incumbent Joe Biden or returning Republican nominee Donald Trump. Under Biden, in August 2022 the US introduced the Inflation Reduction Act (IRA), a federal law which aims to, among other things, invest into domestic energy production while promoting clean energy. It represents the largest ever Congressional investment in the energy transition.
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White papers
Industrial Policy’s Impact: Debt or Dividend
In a race to sharpen their competitive edge, nations are re-deploying industrial policy.
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White papers
Fueling the Future: Investing Across the Global Energy Landscape
Today we stand at a critical inflection point for the energy system. For decades, the world has wrestled with an energy trilemma in balancing multiple goals: reliability, universal access to affordable energy, and mitigating and avoiding environmental harm. However, the complexity of balancing these competing priorities has dramatically increased in a world facing multiple interlocking crises.
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White papers
About SDGs, reading the manual with NLP
In recent years, asset management has embraced the Net-Zero paradigm for portfolio construction and the formation of mid- and long-term views. However, delays in climate transition go along with poor achievement of the Sustainable Development Goals (SDGs). With only a few years remaining to reach the objectives set for 2030, this paper aims to examine the SDGs’ framework and question its implementation by companies.
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White papers
It All Rests on Infrastructure
We see the asset class underpinning several key growth megatrends, but also the return of “big government” and its pursuit of security and protectionism.
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White papers
Keynote Interview: The third wave of decarbonisation
Tackling the carbon footprint of heating and hard-to-abate sectors is paramount if net-zero ambitions are to be fully realised, says Schroders Greencoat’s James Samworth in an article originally published by Infrastructure Investor magazine.
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Podcast
Outerblue 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.
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White papers
Is 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.
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White papers
Decarbonising 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.
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White papers
Causality 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.
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White papers
Investing towards the Paris Agreement - It’s more than just clean energy
You may associate investing towards the goals of the Paris Agreement with owning companies providing clean energy and climate technology, but this simply isn’t true. John William Olsen and Philip Kemp discuss how equity investors can contribute towards tackling climate change by holding a balanced portfolio of companies across sectors and industries.
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White papers
The Winds of Change: A Closer Look at European Renewable Energy Financing
Guy Haselmann, Head of Thought Leadership at MetLife Investment Management (MIM), recently sat down with Giulia Noli, Director in EMEA Infrastructure, to discuss the current environment for lending to European renewable energy projects.
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White papers
Who 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.”
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White papers
Financing 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.
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White papers
Measuring 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.”
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