Greener energy in transport, industry, and our electricity networks - plus all that goes with this
Rob Karpati, from The Blended Capital Group, has been guest writing blogs for us on artisanal mining. Feedback we frequently get is 'thanks, we now get the problem, so what can we do'. Formalisation is the preferred pathway, but how to best deliver it?
Green hydrogen has been in the news recently. Does this mean that it's becoming more real? Or is much of it still hype - which risks creating a bubble? The short answer is (somewhat surprisingly), from an investment perspective, not much has really changed.
The shift to EVs and the broader electrification of various industries will have an impact on consumer behaviour and consumption patterns.
Yes, decarbonisation of our economy is going to require a lot more of certain minerals. But, how much more, and how much will this cost?
Global coffee production delivers more than 23 million tons of waste every year. There are innovative uses, including using it as a feedstock in biodigesters, and potentially as a raw material for the production of higher value nutraceuticals.
Shipping is a big emitter of harmful gases. Regulation and innovation in fuels is an important path to reducing that. Increasing efficiency is also a big help and has a cost advantage too.
Geothermal electricity generation is currently (very) niche, only working in a few locations, and even then its expensive. But that is changing. New technologies offer the opportunity for it to be a financially viable balance to the variability of wind and solar.
Solar is probably going to become our core renewable electricity generation technology. It's simple, it works in lots of situations, and it's getting cheaper. One challenge we need to face up to is 'too much of a good thing', when our solar panels all produce their maximum output at the same time
Unless aviation gets political priority, SAF looks like its going to struggle to be a financially viable decarbonisation solution for the aviation industry.
The production of concrete, or more accurately cement, accounts for between 5-8% of global GHG emissions. This is a similar scale to the GHG emissions of passenger cars. There are solutions - and not all revolve around new technologies.
The software based solutions that will make our electricity grids fit for purpose for the coming decades are a massive investment opportunity, that will also enable countries to have a realistic chance of hitting their decarbonisation and net zero targets.
What supporting investments will we need to make to allow the electricity grid to run with a higher percentage of renewables. Without them our green electricity targets will not be met.