Greener energy
Greener energy in transport, industry, and our electricity networks - plus all that goes with this
Sunday Brunch: clean electricity is possible, but politically tough
A clean, low carbon electricity grid is possible. And while the task of adding all of the renewables, batteries etc is challenging, the big barrier is political will and regulatory frameworks. Lets not pretend the route will be easy.
Sunday Brunch: Moving from ESG to competitive advantage
If we want companies to become more sustainable, we need to focus on the financial impacts of the transition. And we need to make the imperative for change clear - not just from society, but from governments and regulators.
Sunday Brunch: Might taking Anglo American private be good for sustainability?
Would taking a mining company private help with sustainability? Or could we achieve the same outcome with a material minority holding?
Sunday Brunch: Yes, its true, accounting really does matters
Accounting is the language of business - most investors would be lost without accounting numbers. And generally we need better sustainability related disclosures - a mining case study.
Change can happen faster than we think
Assuming business as usual is often the easy option. But often change happens faster than we expect. And this can expose the company to material risks.
Sunday Brunch: Things will be different, accept it & move on.
We need to change our business ecosystems if we are going to deliver the new, more sustainable ways of working. Assuming that we can do the same things as before, just greener, will not work.
What the public believes about EV's matters, even if it's not true
Politicians are not brave people, they want to do something that a large minority, if not the majority, will support. Which is why what the public believes about Electric Vehicles' really matters. And why 40% saying that they don't think EV's are better for the environment is a worry.
Re-using existing grid connections !
One challenge in building a new electrified energy intensive production facility is getting access to the (hopefully green) electricity. Has a West Virginia project found the solution?
Sunday Brunch: Are some industries really that 'hard to decarbonise'?
The decarbonisation challenge has two parts, technology and cost. In many cases we have a technological solution, we now need to focus on making it more cost competitive.
What investors think about green steel matters
It's sometimes easy to forget that financial markets are driven by sentiment. The 'facts' that investors believe to be true matter. For green steel, apparently 80% of investors believe the risk profile for metallurgical coal will increase in the next decade. A clear market signal.
De-carbonising electricity will take time
Energy security can be an abstract concept. But sometimes it's very real. And it can clash with environmental concerns. In that case energy security seems to win, as it recently has done in India.
EV charging & industry consolidation - a pre-requisite?
The EV charging chicken and egg? We need more high quality 'public' charging to drive EV sales - which will probably require industry consolidation