Ford wants cheaper EV batteries?
Ford has recently announced that it plans to build a $3.5bn EV battery factory in Michigan USA, one of a swath of recent announcements across Asia, the US and Europe.
Biodiversity - the financial case
It might seem that reversing the impacts of biodiversity loss is a government problem, but solutions at the company and financial investor level are emerging, but they need nurturing and developing.
Is the outlook for palm oil getting better?
In the last two decades, palm oil has become an environmental boogeyman, for very good reasons. But, the story of palm oil is changing — seemingly for the better.
The ESG debate is becoming too simplistic
The sustainability and ESG finance debate has been oversimplified to the point where people have inadvertently over promised and under delivered.
Outsourcing liability through bankruptcy move may be blocked
The U.S. 3rd Circuit Court of Appeals in Philadelphia has dismissed a bankruptcy filing by a J&J subsidiary, LTL Management., one of the so called Texas Two Step companies
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 ...