Has the Ukraine war sped up the clean energy revolution? City Talk As energy security rises up the political agenda, we look at what Russia’s invasion of Ukraine means for climate change investing. Russia’s shocking invasion of Ukraine is having horrendous consequences, and our thoughts are with the millions of people affected. As climate change investors, we also have to consider the impact of the conflict on [...]
Who will win the EV charger race? City Talk Sales of electric vehicles (EVs) have been remarkably strong recently. In the 12 months to June 2021, sales of EVs were more than 160% higher than in the same period a year earlier and were up by more than 130% in the comparable period in 2019 (according to BNEF data). So, although the transition to [...]
What does COP26 mean for climate change investors – and what next? City Talk The outcome of COP26 came as a disappointment to some, given how critical climate issues are and the urgency of action within the coming decade. Overall, we don’t see COP26 as being particularly game-changing from an investment point of view. That said, there were positives to take from the conference too. Reasons to be positive [...]
How the climate change revolution has lit a fire under the heating industry June 22, 2021 Climate policy over the last few years has seen the rise and rise of “net zero” targets, to the extent that around 70% of global emissions are now covered by a net zero policy. Converting these long-term ambitions into a clear plan of action is the next step, and the recent publication of a net [...]
Can China really become carbon net zero by 2060? March 24, 2021 At the UN General Assembly in September 2020 China’s President Xi Jinping pledged that the country would become net zero by 2060. This was a surprise move that has been hailed as a significant step forward in the global effort to address the Climate Crisis, given that China is responsible for around 30% of global [...]
Why renewable energy could gain from the green hydrogen trend February 1, 2021 What effect will net zero have? One of the most notable features of climate policy over the last couple of years has been the rise of national and supranational “net zero” targets. Countries and regions adopting these targets include Europe, the UK, China, South Korea, Japan, Canada, South Africa and a handful of US states. [...]
Clean technologies and climate policy: the global financial crisis and Covid-19 June 3, 2020 A lot has changed for clean technologies since the global crisis in 2008. As investors in climate change, this is hugely encouraging. It is striking just how much has changed for clean technologies and climate policy between the financial crisis in 2008 and the one we face today. As climate change investors, this gives us [...]
Eight things investors need to know about energy storage December 6, 2019 With renewable energy growing in importance, effective storage will be vital. And as costs continue to decline, the potential to achieve growth could be huge. Why is the roll out of energy storage so important for achieving the Paris Agreement targets? Decarbonising the electricity supply will require a huge expansion of renewables to replace thermal [...]
Ten things every investor needs to know about offshore wind power September 5, 2019 The solar and onshore wind industries have long been areas of focus for climate change investors, but offshore wind has always lagged behind because of its higher cost. However, that is set to change, with substantial growth likely in the sector over the coming years, as offshore wind approaches cost competitiveness with conventional electricity generation. [...]
