Thematic Thoughts
Real world sustainability linked changes and what they might mean for companies and investors
Could artisanal miners help bridge the critical mineral funding gap?
If the large global mining companies are not investing enough in critical minerals, do we need to think more laterally? Could artisanal miners (ASM) help bridge at least part of the gap, and maybe bring production on stream faster?
What to do with gas grids?
The use of gas will decline dramatically as part of the transition to net zero. Modelling at European levels shows that by 2050 about 70% less gaseous fuels will be used. Which raises the question of what happens to our gas grid infrastructure?
Are we thinking about stranded assets incorrectly?
If I say stranded assets to a finance person or a sustainability professional my guess is that your first thought is oil & gas. But is this missing the point?
The 'value' of wind and solar to the grid
Can more wind and solar lead to lower electricity prices for consumers. The answer is broadly yes - and some consumers are already seeing the benefit.
Replacing lost soil carbon
A generation of farmers and scientists are working together to find ways to sequester carbon in the soil, while improving crop yields. And it's not difficult. It involves no new technologies. However, the biggest barrier is humans
Corporate fleet electrification
In the EU, six out of ten new car registrations are corporate. You might think this was a perfect opportunity to easily sell more EV's. Big fleets and bulk deals. But apparently not.
How hard is it to get rid of coal fired electricity?
It's not as impossible to get rid of coal fired electricity generation as you might think. And no - you don't have to replace it with gas. Low carbon electricity grids are within reach, but getting there takes time
Legal trends in climate action
Legal actions against governments are seeing some interesting changes. And legal actions against governments have implications for companies and investors.
Making green buildings actually happen
Sometimes good data is the key that unlocks change. In this case the data that is needed is how well aligned buildings are with industry agreed 1.5C aligned pathways.
Artisanal Mining – Opportunity for Mercury Elimination
It's hard to believe that the use of mercury in artisanal mining is still so prevalent 200 years after its extensive use in California. Until you start to think about the practicalities. The alternatives are often limited.
The cheapest energy is the energy you don’t use
The cheapest and greenest energy is the energy we don't use. And this is especially true in industry, where energy waste reduction can result in real financial gains. Plus benefits to the planet and wider society.
Creating sustainable cities
There is more to this than just selecting the right 'technology' and finding the finance. If we don't take the local community with us, then our investments run the risk of failing.