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.
The CSRD gets closer to implementation
The Corporate Sustainability Reporting Directive, the EU legislation that sets out environmental, social and governance reporting requirements for organisations, has passed its final legal hurdle.
Micro mobility - not just good for the environment
Our cities need micro mobility (scooters and bikes) to work if we are to reduce car use, as they can replace short distance trips and first/last mile travel. Perhaps unsurprisingly, micro mobility availability seems to help some types of commercial activity.
More renewables are coming - but that's not the interesting bit.
As the percentage of renewable electricity generation on the grid increases, the way we store and use electricity will need to change and change dramatically. This will be a massive disruption to the existing system.
Yes, we are using lots of coal, but for how long?
We might be using more coal, a move that seems to take us away from our desired end destination. But we caution against interpreting this as meaning that coal, or even in many cases gas, has a positive long-term future from an investing perspective.
France car parks and PV
France wants all of its larger carparks, new and existing, to have rooftop solar. If we take the plan a bit further, we could see the potential to power local residential building cooling and EV charging.
Agriculture and indirect migrant labour exploitation
Exploitation of migrant workers does not only take place in the global south, it's also an issue in Europe as well, especially in the agriculture industry.
Green hydrogen - Germany is going for broke
Germany is going for broke on green hydrogen. It's not going to be cheap, and there are massive barriers to overcome, but the alternative for them is worse.