How much will it cost?
One of the questions we often don't ask enough is how much will this project really cost? I don't mean the estimate, I mean how much will we need to spend by the time its finished. This is a question that the UK government should have asked about its latest high speed railway.
Is veganuary a good move?
Going Vegan for January has become a thing in many countries, and a big thing. But, we need to be careful not to over extrapolate this trend, ie assuming this is "obviously" good for say plant based meats.
Are green buildings more valuable?
Apparently buildings with better sustainability credentials are achieving markedly higher capital values and rents
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.