All Renewables articles – Page 8
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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 papersAt a tipping point
Renewable energy from wind and solar may be clean and cheap, but they are also intermittent and unpredictable. Traditionally, thermal generation such as coal, gas or nuclear are used to offset the limitations of renewables, especially during hours that are not windy or sunny.
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PodcastPowering the Transition to Renewable Energy
Head of Global Resources, Clive Burstow describes the massive structural investment needed in the years ahead to transition to an energy grid powered by renewables. He weighs in on the roles new technologies, geopolitical conflict, and inflation will play along the way.
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White papersRecycling – The circular economy can help accelerate the global post-Covid recovery
Global Recycling Day on 18 March is a timely reminder of how Covid-19 exposed many failures of a linear ‘take-make-dispose’ use of resources, and highlighted the need for a more circular ‘reduce-redesign-reuse’ approach for many stakeholders including investors.
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White papersGreen Hydrogen’s Rise in Emerging Markets
Despite the benefits of developing green hydrogen as an energy pillar in emerging economies, countries and companies face several hurdles before it can be deployed commercially, the most obvious being the scalability and affordability.
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White papers‘En-flation’: The heightened risk of inflation in increasingly environmentally conscious economies
As surging energy prices hit the headlines, limited renewable energy infrastructure means that, in the short-term, it is possible countries will shift back towards traditional fossil fuel extraction. Yet, in the medium-term, given rising appreciation for the importance of energy security, there will be a renewed focus and increased public capital allocated to the energy transition.
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White papersDecoding the policy messages from China’s National People’s Congress
The National People’s Congress (NPC), which took place from 5 to 11 March, saw the announcement of a target of 5.5% GDP growth YoY for this year. While many market players interpreted this as being too aggressive, we believe it was a reassuring message.
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White papersThe Long View: Russia-Ukraine War Has Lasting Implications for Investing
When Russian president Vladimir Putin sent troops into Ukraine, he unraveled decades of efforts to cement peace in Europe after the Cold War. For investors, the new world order has shaken up broad issues that shape our analysis of asset classes and securities.
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White papersSeven Predictions Amid the Rising Unpredictability
As the Ukraine War spirals toward broader geopolitical conflict, some elements of the outlook are already coming into view.
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White papersStepping up financing of renewable energy projects
Renewable energy generation has been a major focus for impact investors, who have been channelling private capital towards wind power, solar technology and other fossil fuel-free or sustainable solutions. While 2021 marked a new record for renewable energy capacity additions, the IEA has warned that the pace must double to reach net-zero emissions by 2050.
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White papersESG and inflation: An inconvenient truth?
When it comes to ESG investing, we need to talk about the inflationary elephant in the room says Martin Todd, Portfolio Manager for Global Equity ESG.
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White papersThe Inflation Inflection
The COVID-19 pandemic, and the range of policies aimed at mitigating its impact, has triggered a return to levels of inflation unseen for 40 years. While inflation is likely to moderate from these very high levels during 2022, we believe it will settle and persist at a rate higher than we have become used to over recent cycles.
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Asset Manager NewsGLP Closes 2021 With Record Performance Across Logistics, Digital Infrastructure and Renewable Energy
Singapore, 24 February 2022 – GLP, the leading global investment manager and business builder in logistics, digital infrastructure, renewable energy and related technologies, announced record fundraising, leasing and development activity in 2021, with global assets under management surpassing US$120 billion as of December 2021.
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Asset Manager NewsGLP Enters Japan’s Data Centre Market, Targeting 900 MW Power Capacity
Tokyo, 21 February 2021 – GLP today announced a substantial plan to enter the Japan data centre market, with a target of delivering 900 megawatts (MW) of power capacity, which would make the company one of the leading data centre operators in the country.
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White papersInvesting in the New Global Infrastructure Economy
In a recent interview in the Preqin Global Infrastructure 2022 report, Biff Ourso and Andy Deihl of Nuveen Infrastructure discuss how changing global demographics and structural trends are creating opportunities for private infrastructure to invest in the transition to a low carbon economy.
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Asset Manager NewsVattenfall to sell part of Princess Ariane wind farm to a.s.r.
Vattenfall is to sell part of Prinses Ariane wind farm in the Wieringermeer to a.s.r. As a result, a.s.r. will be the owner of 32 of the 82 turbines on the largest Dutch onshore wind farm.
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Asset Manager NewsKGAL Impact Fund ESPF 5 hits first close at over 50 percent of total equity target
Institutional investors are backing the sustainable orientation of KGAL ESPF 5 as an SFDR Article 9 impact fund, as well as its outstanding transaction pipeline. The pan-European renewable energy fund has already secured over €260 million of equity, more than half of its target. Almost 20 percent of the committed capital is expected to be invested before the end of this year.
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White papersLithium, Cobalt Lead Charge for Alternative Fuels
As the push towards alternative energy sources gains momentum amid growing concerns over the environment and demand from an expanding electric car industry, the spotlight has turned to battery metals such as lithium and cobalt that are used to store electricity, rallying their prices this year.
