Sunday Brunch: The importance of the Cost of Capital - part 1
The Cost of Capital is a powerful financial concept, but one that hides a lot of complexity. The phrase is often mis-used. One common mistake is to believe that if a sustainability investment is lower risk, it means it's a better investment.
What caught our eye - three key stories
Green H2-to-fert plant; Home electrification is complex; Green electricity sold direct to consumer?
Can renewable electricity now be sold direct to the consumer (in Korea)?
Most households and small businesses have to buy their electricity from a retailer (often known as a distributor), who gets it via the grid. There are some good reasons for this. In most countries, companies that distribute electricity are regulated (for safety reasons), and buying electricity via retailers means consumers
Home energy electrification - more complicated than you think.
We tend to think about home electrification as one of the easiest transitions. Good alternatives already exist. We 'just' need people to switch to electricity for home heating/cooling and cooking. Then we factor in home EV charging, and job done. But, the reality is a lot more
Kenya farm hosts first on-site green hydrogen-to-fertiliser plant.
US-based Talus Renewables, a manufacturer of modular green ammonia systems is starting up a plant in Naivasha, Kenya that will enable local production of both low-cost and carbon-free fertilisers. Talus will supply Kenya Nut Co with fertilisers under a 15-year take-off agreement with the plant
Diversity target setting: solution or distraction?
Understanding the most effective way to embed a DEI culture within a firm can enhance performance. However, is narrow target setting, particularly centred on diversity, a help or hindrance?
Sunday Brunch: what is this investment worth?
How we create narratives to generate financial forecasts impacts the valuation process
What caught our eye - three key stories
Coffee - the gap between cost and farmer income; CBAM - help or harm?; Environmental litigation funding
Better building regulations can drive greener buildings
Getting involved in updating building codes might seem technical and a bit boring. But, it's probably the best and most efficient, at scale solution to creating a more sustainable building industry.
Sunday Brunch: ad singula or 'can I cut airline emissions by getting more people to fly?'
Individual carbon footprint calculations are useful in decision-making but a big picture view is also needed
20's plenty?
The introduction of a 20 mph speed limit in built-up areas in Wales has not been without controversy. So emotive was the move that a no confidence vote in the minister who led the introduction of it, Deputy Climate Change Minister Lee Waters, was brought although was easily defeated.
All swans are black in the dark
In a recent LinkedIn post, Andreas Posavac, Global Head of ESG, Corporate Governance and M&A Advisory at S&P Global Market Intelligence discussed a multi-year research study by The Generation Foundation and 2° Investing Initiative called "All swans are black in the dark." The
