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.
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).
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).
Deforestation - promises promises promises
Most people agree we need to halt and then reverse deforestation. This has been reflected in all sorts of pledges and commitments, the most high profile probably being from COP26 in 2021, where governments and companies promised to halt and reverse forest loss and land degradation by 2030. That all
What caught our eye - three key stories (week 15, 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
Sunday Brunch: Sustainability disclosures matter for traditional investors as well
"ESG doesn't need a specialized term, as that implies it's niche. Considering long-term factors isn't ESG investing; it's investing". Alex Edmans - The end of ESG December 2022 When I talk with many investors about sustainability disclosures, one common response
Industrial decarbonisation - it's not just about cheesemaking
The US Biden administration has recently announced up to $6 billion in funding for 33 projects intended to curb carbon pollution from industrial facilities, including steel mills, cement plants and an Illinois factory where Kraft Heinz makes its well known, at least in the US, Mac & Cheese (for some
What caught our eye - three key stories (week 14, 2024)
Clean ammonia; industrial decarbonisation; the allure of consensus
Buying ethical and affordable chocolate is really hard
Those of you who celebrate Easter will have noticed that your easter egg has either got smaller or more expensive. But spare a thought for those who want to buy ethical chocolate - they have a different problem. How do you know your chocolate is ethical, and how much extra
Coal's (very) long goodbye
Bloomberg (republished in various newspapers) recently highlighted coal's recent period of resurgence, on the back of China's energy insecurity, rising Indian demand, the fallout of the Ukraine war, and "faltering international programs to wean developing economies off fossil fuels". If we go back a
What caught our eye - three key stories (week 13, 2024)
UK's diversity drive backfired?; coal's very long goodbye; buying affordable ethical chocolate is hard
Economic shutdown in the energy transition
It's not just the total cost of the alternatives that we need to consider, it's the operating cost advantage. Much of what we read about transition technologies, such as EVs, heat pumps and renewable electricity generation, focuses on new capacity being added. So new EV sales