An emerging investment theme: biodiversity
It might seem odd to describe biodiversity as an emerging theme, after all its been one of the bedrocks of the Environmental and Social pillars of ESG for some time now.
Is there such a thing as ESG investing?
ESG investing might be similar to traditional investing, but there are some important differences. The obvious one is how we select our investments. The less obvious, but equally important one is how we deal with the uncertainty of the geopolitics.
Companies must evolve or die
"nearly 40% of CEOs think their company will no longer be economically viable a decade from now, if it continues on its current path"
Green steel - a template for other hard to abate sectors?
Not only is green steel an important sector from a GHG emissions perspective, it could be the trail blazer for a number of other important transitions. Why not read on ...
US farmers get right to "repair" their own John Deere tractors
John Deere has reached a voluntary agreement with farmers groups about the right to repair. While its important around the margins, its unlikely to slow the growth in ag tech.
Is green steel getting closer?
Summary: Norwegian company Blastr Green Steel is planning to establish a green steel plant with an integrated hydrogen production facility in Inkoo, Finland. Blastr has entered into a Letter of Intent with Nordic energy company Fortum that provides Blastr exclusive rights to utilise an existing industrial site located in Inkoo.
A solar boom is coming
While solar is small now, its going to become a big deal pretty quickly, and probably a lot faster than you think.
The European 'Carbon border adjustment mechanism' is more important than you think
If it works, the new CBAM could fundamentally change the face of European heavy industry, and potentially save hundred's of thousands of jobs - but its not going to be easy
Human Rights - it's not just a values issue
Human rights are not just a values issue. The legal framework is changing - impacting companies, their advisors, and their investors. Even more than before, we need to stay ahead of the curve on this.
The CSRD gets closer to implementation
The Corporate Sustainability Reporting Directive, the EU legislation that sets out environmental, social and governance reporting requirements for organisations, has passed its final legal hurdle.
Micro mobility - not just good for the environment
Our cities need micro mobility (scooters and bikes) to work if we are to reduce car use, as they can replace short distance trips and first/last mile travel. Perhaps unsurprisingly, micro mobility availability seems to help some types of commercial activity.
More renewables are coming - but that's not the interesting bit.
As the percentage of renewable electricity generation on the grid increases, the way we store and use electricity will need to change and change dramatically. This will be a massive disruption to the existing system.