RSS
Steven Bowen

Steven Bowen

After starting as an engineer, Steven has 30 years' experience in the finance/investing world, including in corporate finance, debt markets, broking, and as an activist buy side portfolio manager.

Sandy Jayaraj / Steven Bowen
Members Public

What caught our eye - three key stories (week 19, 2024)

Here are three stories that we found particularly interesting this week and why. We also give our lateral thought on each one. Read in full by clicking on the link below. 'What caught our eye' like all of our blogs are free to read. You just need to

Steven Bowen
Members Public

Sunday Brunch: Does Europe want cheaper green steel?

What if green steel could be produced cheaply outside of Europe? If that meant putting domestic industry jobs at risk, would governments be keen?

Steven Bowen
Members Public

China to end new coal power additions before 2030?

Are we near peak coal in China? We frequently hear that 'it's pointless trying to cut carbon emissions in the West, when other countries continue to build new coal fired power stations'.  And the country that gets the most attention is China. But what if this

Sandy Jayaraj / Steven Bowen
Members Public

What caught our eye - three key stories (week 18, 2024)

Are we near peak coal in China? Deforestation brings new disease risks. And we need to think more about bacterial infections.

Steven Bowen
Members Public

Where we end up with battery technology matters.

does battery technology matter, and are we worrying about the wrong raw material issues?

Steven Bowen
Members Public

How important are public chargers?

If cheaper EVs start to become the norm soon, will the absence of fast public EV chargers hold back adoption? Sadly yes.

Steven Bowen
Members Public

EV sales growing - but where this is happening matters

Will this be the decade of cheaper Chinese EV's as they push into the mass market?

Steven Bowen
Members Public

What caught our eye - three key stories (week 17, 2024)

EV special : is this going to be the decade of the cheaper Chinese EV, the need for fast charging, and battery technology is changing.

Steven Bowen
Members Public

Sunday Brunch: What we call things really matters

Or why sustainability accounting is really important - even if it's a bit boring.

Steven Bowen
Members Public

If we cannot connect new renewables to the grid ...

New renewable electricity generation is only useful if it's actually connected to the grid. Without that 'simple action' none of us can use the electricity.

Sandy Jayaraj / Steven Bowen
Members Public

What caught our eye - three key stories (week 16, 2024)

Inability to connect new renewables to the grid slowing down the transition, microbes creating methane - we need to know more, and is there such a thing as better meat (yes - but it has other implications we need to think about).

Steven Bowen
Members Public

Sunday Brunch: Sustainability targets are just goals

Sustainability targets without a meaningful delivery strategy are just goals. And without good disclosure we cannot judge if they are deliverable (or not).

RSS