Sunday Brunch: the world is not linear ....
Yes, we need to prepare for the future, but in a resilient way. One that doesn't lock us into 'the future will look like the past'. And that includes mining for critical minerals.
Sunday Brunch: Doing nothing can also create risk
Doing nothing in the face of upcoming risks can be massively value destroying for companies, leading to both shareholders and lenders losing out.
Financial risks from climate change
Rising sea levels are not just a threat to people. They also could create material financial risks, from what we call asset impairment. And given the long asset lives of most infrastructure, the risk is getting closer than you might think.
Stopping cows from burping.
Could gene editing could solve the cow methane problem? Although innovation sometimes over promises and under delivers, there are times when it's necessary. When the alternatives are unlikely to get delivered at the scale we need. And cow based methane looks like just such a case.
Sunday Brunch: Things will be different, accept it & move on.
We need to change our business ecosystems if we are going to deliver the new, more sustainable ways of working. Assuming that we can do the same things as before, just greener, will not work.
What the public believes about EV's matters, even if it's not true
Politicians are not brave people, they want to do something that a large minority, if not the majority, will support. Which is why what the public believes about Electric Vehicles' really matters. And why 40% saying that they don't think EV's are better for the environment is a worry.
A practical example of 'solving' the artisanal mining challenge
We know that 'solving' the artisanal mining challenges is something we need to do. We also know that it's complicated. But people have done it, or at least started it - a Mozambique case study
Sunday Brunch: Financial markets are weighing machines
We all know that stock markets (in fact all financial markets) are partly driven by sentiment. But this only tells part of the story. Accounting fundamentals also matter.
Using 'waste' solar to heat our water
Is there a better way to heat water for our buildings. One that also 'soaks' up the surplus (and now wasted) cheap solar electricity. It turns out there is.
Re-using existing grid connections !
One challenge in building a new electrified energy intensive production facility is getting access to the (hopefully green) electricity. Has a West Virginia project found the solution?
Sunday Brunch: Are some industries really that 'hard to decarbonise'?
The decarbonisation challenge has two parts, technology and cost. In many cases we have a technological solution, we now need to focus on making it more cost competitive.
Is farmer insurance a green bottleneck ?
Insurance best practice can clash with sustainability. Without insurance, impacted communities would probably not continue. And it's the same for farmers.