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Steven Bowen

Steven Bowen

After starting as an engineer, Steven has 30 years' experience in the finance/investing world, including in corporate finance, debt markets, broking, and as an activist buy side portfolio manager.

Steven Bowen
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Where we end up with battery technology matters.

does battery technology matter, and are we worrying about the wrong raw material issues?

Steven Bowen
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How important are public chargers?

If cheaper EVs start to become the norm soon, will the absence of fast public EV chargers hold back adoption? Sadly yes.

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EV sales growing - but where this is happening matters

Will this be the decade of cheaper Chinese EV's as they push into the mass market?

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What caught our eye - three key stories (week 17, 2024)

EV special : is this going to be the decade of the cheaper Chinese EV, the need for fast charging, and battery technology is changing.

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Sunday Brunch: What we call things really matters

Or why sustainability accounting is really important - even if it's a bit boring.

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If we cannot connect new renewables to the grid ...

New renewable electricity generation is only useful if it's actually connected to the grid. Without that 'simple action' none of us can use the electricity.

Sandy Jayaraj / Steven Bowen
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What caught our eye - three key stories (week 16, 2024)

Inability to connect new renewables to the grid slowing down the transition, microbes creating methane - we need to know more, and is there such a thing as better meat (yes - but it has other implications we need to think about).

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Sunday Brunch: Sustainability targets are just goals

Sustainability targets without a meaningful delivery strategy are just goals. And without good disclosure we cannot judge if they are deliverable (or not).

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Deforestation - promises promises promises

Most people agree we need to halt and then reverse deforestation. This has been reflected in all sorts of pledges and commitments, the most high profile probably being from  COP26 in 2021, where governments and companies promised to halt and reverse forest loss and land degradation by 2030.  That all

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What caught our eye - three key stories (week 15, 2024)

Here are three stories that we found particularly interesting this week and why. We also give our lateral thought on each one. Read in full by clicking on the link below. 'What caught our eye' like all of our blogs are free to read. You just need to

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Sunday Brunch: Sustainability disclosures matter for traditional investors as well

"ESG doesn't need a specialized term, as that implies it's niche. Considering long-term factors isn't ESG investing; it's investing". Alex Edmans - The end of ESG December 2022 When I talk with many investors about sustainability disclosures, one common response

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Industrial decarbonisation - it's not just about cheesemaking

The US Biden administration has recently announced up to $6 billion in funding for 33 projects intended to curb carbon pollution from industrial facilities, including steel mills, cement plants and an Illinois factory where Kraft Heinz makes its well known, at least in the US, Mac & Cheese (for some

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