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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.

Steven Bowen
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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

Sandy Jayaraj / Steven Bowen
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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

Steven Bowen
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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

Steven Bowen
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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

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What caught our eye - three key stories (week 14, 2024)

Clean ammonia; industrial decarbonisation; the allure of consensus

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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

Steven Bowen
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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

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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

Steven Bowen
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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

Sandy Jayaraj / Steven Bowen
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What caught our eye - three key stories (week 12, 2024)

Economic shutdown in the energy transition; facilitating inclusion; temperature control is key need

Steven Bowen
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Sunday Brunch: Geothermal as a solution - but not just yet

One of the challenges around renewables based electricity grids is coping with the periods when the variable generation sources, such as wind and solar, are insufficient to meet demand. Which is where geothermal has a role.

Steven Bowen
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EV charging on a neighbours driveway?

A recent report from Zenith suggests that only 1 in 7 UK EV drivers use public charge points. The EVXperience Report (EVX2), which polled almost 2,800 of Zenith’s EV customers, also shows that more than two-thirds (69%) primarily rely on charging off-street at home. The good news is

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