All Renewables articles – Page 6
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White papers*Learning from the past, looking into the future*
When evaluating future long-term investment opportunities, it is vital to consider the past as well as the present. Examining the interconnections between the drivers of previous industrial revolutions, and technological advances, can help us assess the role and value of those of today: are they independent quick fixes or vital components in a new environmental infrastructure?
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White papersWhy ‘green’ hydrogen is the energy pathway of the future
‘Green’ hydrogen – made from renewable energy sources – is seen more and more as the holy grail in the transition to a carbon-neutral economy. With a wide range of applications, green hydrogen could reduce global greenhouse gas emissions by a third in the coming decades at a reasonable cost, making it an attractive investment option. Thibaud Clisson and Julien Bouyssou explain.
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White papersBiomaterials: nature’s renewable alternative
While chemicals are useful, they are also harmful and resource-intensive. Biomaterials are part of the green chemistry industry that represents a non-hazardous and resource-efficient alternative with enormous potential.
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VideoThe Energy Transition
Clive Burstow, Head of Global Resources, discusses why resources companies are part of the solution, rather than the problem, in the transition to a cleaner world.
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White papersWhy green hydrogen can play a crucial role in the energy transition
Soaring gas prices and a renewed focus on energy security following Russia’s invasion of Ukraine have highlighted growing interest in hydrogen as an energy source. What’s more, green hydrogen – made from renewable energy - could be key to reaching net zero targets, while also bringing potential new opportunities for investors.
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White papersWhat the Ukraine crisis means for markets – and the fight against climate change
As the Ukraine crisis continues, we examine the potential implications for the global economy, the transition to net zero and what it all means for investors.
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White papersWhy Everyone’s Talking About… The Energy Transition
Since Russia’s invasion of Ukraine earlier this year, many countries – but especially those across Europe – have received a wake-up call when it comes to energy supplies. The shift from fossil-fuels to renewables remains the long-term goal. But how feasible are timescales, given the need for immediate energy security?
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VideoCurrent and Future Opportunities Within the Space Economy
The range of current and potential future opportunities presented by the space economy is considerable. In this video, Senior Portfolio Manager, Michael Barr looks at a range of these, highlighting some recent breakthroughs as well as potential future developments.
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White papersSecurity Concerns Add Urgency to Global Energy Transition
Russia’s invasion of Ukraine has caused enormous human suffering and upended the previous political consensus in Europe. It’s also prompted concerns that Western countries will be distracted from environmental priorities as they struggle to replace embargoed Russian oil and gas. But data suggest otherwise—that the global energy transition is accelerating and that the widespread effects from the conflict bolster the secular growth case for renewable energy.
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White papersSignificant catalysts ahead for environmental solutions
US renewables shares rose significantly after news the Biden administration would freeze new tariffs for solar imports from four Asian nations, providing a boost for renewable energy use in the US. Stocks were also supported by reports of progress on a US budget ‘reconciliation bill’ that could include USD 300 billion in climate and energy provisions, including tax credits.
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VideoHow can Institutional investors accelerate the shift towards renewable energy?
AXA IM Investment Institute Talks Watch our expects Gilles Moec, Chris Iggo, and Mark Gilligan, in the first AXA IM Investment Institute Talks, discuss how investors can accelerate the shift towards renewable energy.
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White papersStart me up: How to benefit from the tremendous growth of renewables with platform investments
Development investments are nothing new. But demand has rocketed thanks to the painful bite of climate data. Moreover, once placid conversations about energy security have taken a visceral turn because of war in Ukraine. Developments are an attractive solution to both, for institutions requiring an impact and financial returns.
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Asset Manager NewsKGAL acquires majority stake in Italian solar and wind developer for impact fund KGAL ESPF 5
Grünwald, 19/05/2022 – The established developer controls an excellent pipeline with a total capacity of more than 300 megawatts. Together with its Italian partner, KGAL will complete the pipeline projects and operate these as an independent power producer (IPP). Only a few months after the first closing, this is already the fourth transaction for KGAL ESPF 5 – and further investments are imminent.
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PodcastHow to Keep Energy Going and Going…
With the current crisis unfolding between Russia and Ukraine, energy markets globally have had to pivot where they source their energy supply thereby providing some new implications to the sector as a result.
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Asset Manager Newsa.s.r. purchases Pesse solar panel farm from GroenLeven
a.s.r. has purchased the newly realised solar panel farm in Pesse from GroenLeven. The solar park in Drenthe with over 60,000 panels has a capacity of 32.6 megawatts and meets the electricity needs of approximately 11,500 households.
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White papersElectrification: Paving the Road to Emissions Reduction
As investors focused on long-term sustainability, we have long focused on emissions, energy efficiency as well as long-term opportunities and threats in business models as it relates to their sustainability and competitiveness over the long run.
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White papersPowering the SiC revolution
Silicon carbide compound semiconductor technology is enabling better energy efficiency for electric vehicles manufacturers. What opportunities could this bring?
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Asset Manager NewsIFM releases new infrastructure report highlighting key trends for investors
Investment opportunities in renewables and digital infrastructure, and closer partnerships with governments are on the cards for infrastructure investors says a new report released today by pension fund-owned IFM Investors, one of the world’s largest infrastructure investors.
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White papersThe impact of war in Ukraine should power the push for net zero
Released mere months after COP26 concluded, the latest report from the Intergovernmental Panel on Climate Change (IPCC) makes for a sobering read. The United Nations body has warned the world faces “unavoidable multiple climate hazards over the next two decades”, even if global warming is successfully limited to +1.5°C.
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White papersWar Accelerates Secular Policy Shifts Across Europe
ClearBridge Investments: European countries realize they will need greater stimulus and investment in renewable energy to obtain security.
