Month: January 2022

Sustainable Investing weekly blog: 28th Jan 2022 (Issue 23)

This week, the potential for pumped storage hydro, the decision by the fertiliser giant Yara to replace existing hydrogen production with green, progress that Europe is making in growing the share of renewables, slow progress in improving European building emissions, the impact of climate disruption on the global coffee industry, the implications of the slowing in Chinese population growth, & the upcoming EU draft regulation on deforestation. We finish with the apparent willingness of European consumers to pay more for greener cars.

Is green hydrogen competition coming faster than we expected ?

Tougher competitive dynamics in the green hydrogen electrolyser space has been something we’ve written about frequently. We think it’s fair to suggest that the competitive dynamics in the sector are indeed accelerating, possibly faster than even our initial bearish take assumed. If the model is correct, within a few years the industry could have already begun to move to stage three, where the technology rapidly diffuses and competitive advantage gets even harder to sustain.

We need to cut the use of fertilisers

The use of fertiliser is the real problem, not how it is made. There is growing evidence that fertilisers impact the global carbon cycle by stimulating the release of soil organic carbon (SOC). As a result of these & other factors, we believe the agchem companies face long-term structural headwinds. We have recently published research on the likely trends in Ag Tech – if you would like to know more, contact dan@sustainableinvesting.co.uk

Sustainable Investing weekly blog: 21st Jan 2022 (Issue 22)

This week, the shift in Germany away from Blue Hydrogen.  In Grid Management, the demise of the traditional centralised electricity company model, in Built Environment, heat pump sales in Germany are booming, in Renewable’s, floating Scottish off shore wind bidding in Agetch,  the debate around making fertilisers more sustainable. We finish with our “one last thought” which highlights an apparent contradiction in the position of the German government on blue hydrogen

Sustainable Investing weekly blog: 14th Jan 2022 (Issue 21)

This week, the accelerating efforts by Deere (& others) to create fully autonomous tractors, the possible IPO by Thyssen of its green hydrogen business,  one explanation of why low carbon home heating is taking off much slower than we need, the potential in stationary battery storage & the recent IEA report on electricity demand. Our “one last thought” highlights a possible breakthrough in developing Li Sulfur batteries (which is more interesting than you may think)..