Transitions/Human Rights
All about the wider issues that come out of the sustainability transitions including human rights
Sunday Brunch: good faith is no defence for lack of foresight
Are directors properly discharging their fiduciary duty by taking into account the changing landscape in which they operate?
Sunday Brunch: Who pays matters
Funding sustainability cannot just be a debate about which funding source - we also need to understand how willing the end consumer is to foot the bill. Or putting it in simple terms, who pays. Because someone has to. And who gains? Is it always the same 'person' that pays?
Sunday Brunch: Innovation alone will NOT save the world
Innovation is great. It's the life blood of long term value creation in many industries. But on it's own it's not enough. When it comes to putting your money to work, look beyond this to those companies that are good at taking good ideas, and turning them into profitable businesses.
Investment opportunities hiding in plain sight ?
A $330bn/year green investment opportunity. What is not to like. So what is the catch ? Yes, it's in emerging markets. But the real challenge is that we need to develop new business models.
Critical minerals - will we have enough?
Kathryn Porter, who writes the Watt Logic blogs, recently did a two part detailed dive into the potential demand from the sustainability transitions for critical minerals. Part 1 sets the scene in some detail. In Part 2, the blog we are highlighting, she looks at the supply situation for two
We need more (sustainable) mining
If we want the sustainability transitions to actually happen, especially in energy and industry, then we have to accept that more mining (of some minerals) needs to happen. Full stop.
Impact investing can align with fiduciary duty
A frequent debate is the one around impact investing and fiduciary duty. More specifically, does impact focused investing deliver financial returns that are similar to those of a meaningful benchmark? A recent Pensions for Purpose report helps with this question. At the risk of ruining the surprise - listed global
Politicians change their minds
If we are to make regulatory changes permanent, a greater focus is needed on the costs of sustainability related regulation. Yes, we understand the longer term benefits, but every change will create financial losers, and we need to get better at funding the transition periods.
Insetting - defining and implementing at scale
Organisations can reduce their net greenhouse gas emissions (GHGs) to zero ('net zero') by either making changes to their businesses that mean they produce no net emissions themselves or they can offset any net emissions they have to some degree by purchasing carbon offsets. Carbon offsets are programmes
Why are we not cutting fossil fuel use?
A recent podcast from Rachel Donald (interviewing Ketan Joshi in an episode entitled Climate Delay and the Fossil Fuel industry) contained the following answer to the question - why is fossil fuel usage not falling? "The answer is complex, of course. One part, though, is that governments are the
Artisanal Mining – No Longer Invisible (a round up)
Artisanal mining deserves more attention. In the last of his series, Rob Karpati summarises why it's important, and the practical steps being taken to solve the challenges.
Is climate risk becoming uninsurable?
Insurers are withdrawing from higher risk regions. And the situation is likely to get worse.