All Renewables articles – Page 4
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White papers
Adapting to a volatile energy transition
It has happened again. Since 2002, the IEA has consistently been under-forecasting the pace of solar power adoption. In 2023, solar power capacity additions are – you guessed it – again beating its predictions: they are 24% higher than the IEA said just six months ago and double what it expected in 2020. We believe this illustrates that the adoption of sustainable technologies such as solar energy continues to accelerate.
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White papers
Hydrogen hype – which ambitions are realistic, and which are less so?
We believe hydrogen will play a vital role in some places, but that it may be overhyped in others.
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White papers
Tackling short-term challenges and the long-term goals of sustainable investing
Climate, geopolitics and macroeconomic factors combine to make instability a constant rather than a break from the norm – at least for a while. We believe sustainability remains the best long-term prism to understand crisis factors and anticipate a low-carbon, environmentally sustainable and inclusive economy. Challenges may be interconnected, but so are the solutions.
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Video
Crouching tiger: the contrarian case for China
In our latest video insight, Sandy Pei, Portfolio Manager, China Equity, talks about the stuttering rebound from the end of zero-Covid, the explosive growth of the EV sector and renewables, and the opportunities created by SOE reform.
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Podcast
Fixed on ESG, Ep. 14 - Energizing a Greener Future with Clean Hydrogen and the Northeastern Regional Clean Hydrogen Hub
Catherine Klinger of the NJ Governor’s Office of Climate Action and the Green Economy discusses clean hydrogen and the Northeastern Regional Clean Hydrogen Hub.
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White papers
Perspectives from Emerging Markets: Green Steel
The steel industry is one of the largest contributors to global carbon emissions. The challenge in producing green steel from zero-emissions hydrogen is cost. This report focuses on the process to produce green steel, breaking down the costs and technology used in each step in the process.
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White papers
One Man’s Trash | Evaluating Environmental Infrastructure Assets
The concept of something having contradictory qualities depending on the eye of the beholder can be traced back to the first century B.C. Whether the Roman poet and philosopher Lucretius coined the expression, or merely repeated it, his is the oldest known reference: “Quod ali cibus est aliis fuat acre venenum” (what is food for one man may be bitter poison to others). You may be more familiar with the modernized adaptation: “One man’s trash is another man’s treasure.”
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White papers
The power of innovation – From niche to norm
Top 10 interview with Joe Azelby on private markets
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White papers
Three talking points on European utilities: short-term uncertainty versus long-term opportunity
Despite ongoing uncertainty created by the energy crisis, the mid- and long-term outlook for European utilities remains compelling, supported by a fast-growing renewables sector.
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White papers
Sustainability watch: carbon removal, aviation emissions, and battery recycling
Our selection of sustainability news from May includes ambitious new environmental legislation in Europe, as well as examples of companies engaging with renewable energy investment and targets for zero packaging waste.
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White papers
Building confidence in the voluntary carbon market: the ICVCM’s Core Carbon Principles
The publication of the Core Carbon Principles criteria for carbon programs is an important first step for strengthening confidence and should be closely followed by market participants.
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White papers
Green hydrogen - You may not smell it, but it is coming
It is green as well as colourless; vaporous, not vapid; fluid, yet powerful. Green hydrogen is all those things and increasingly it is being seen as a force for good given the promise that it holds as an alternative to fossil fuels. Countries, counties and cities are teaming up as they seek to advance the transition away from ‘dirty’ oil, gas, coal and other energy sources.
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White papers
Infrastructure debt: An essential ingredient
With inflation returning and investors on the hunt for stable yields, insurance companies should explore how an infrastructure debt allocation can support their investment strategy.
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Asset Manager News
KGAL acquires majority stake in Polish solar and wind project pipeline
KGAL Investment Management is establishing a joint venture with Polish project developer Lasuno for its KGAL ESPF 5 impact fund, for the purpose of developing four solar parks with a total capacity of more than 200 megawatts (MW).
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White papers
Agrivoltaics — The Future Of Agriculture?
A rising phenomenon in the renewable energy sector is the increasing adoption of agrivoltaic systems, also known as APV. These constitute the dual and mutually beneficial use of land for agricultural purposes and photovoltaic (PV) power generation.
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White papers
Keynote Interview: The renewables path is clear
In an article originally published by Infrastructure Investor magazine, Matt Ridley, partner at Schroders Greencoat, says the right time for renewables is now, with the required investment in renewable energy and associated infrastructure representing a multi-trillion dollar opportunity globally.
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Asset Manager News
T3 RiNo marks significant construction milestone with topping out
235,000-Square-Foot Mass Timber Office Building is One of The Most Sustainable Developments in Denver
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White papers
*The resilience and diversity of infrastructure debt*
For investors eyeing stable long-term income from a broad and diverse asset class, European infrastructure debt can be a resilient solution. It has been as robust in times of crisis – witness its performance during the pandemic – as it has been across economic cycles. What is its secret? Infrastructure provides services that are in demand whatever the economic climate.
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White papers
Sustainability watch: carbon capture, e-fuels, and high seas
A sustainability revolution is underway and we believe it provides one of the biggest investment opportunity in history. This shift is accelerating – driven by policy, technology, consumer demand and market forces. It is fundamentally disrupting three systems vital to the global economy: energy, land and oceans, and materials.
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White papers
Why the Post-Pandemic Economy Will Run Hot
As the U.S. Federal Reserve wrestles inflation lower, investors wonder increasingly if its traditional target still makes sense. Should policymakers really insist on driving inflation all the way down to 2%? Haven’t pandemic and war fundamentally altered global dynamics that drove rates ever lower? Isn’t this time … different?