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Sustainable Investing weekly blog: 3rd Dec 2021 (Issue 18)

This weeks top story picks up on an shift in policy from the EU toward the future applications of green hydrogen, with a move away from hydrogen cars. We follow up on the upcoming SPAC deal for Voltus, one of the leading distributed energy companies in the US,  plus in Agtech, we examine the rise of the use of insects as protein in animal feed. We finish with a guest story from our human rights expert on why we should care about the UN Guiding Principles . Our last thought highlights the potentially important role that whales play in carbon reduction

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Sustainable Investing weekly blog: 26th Nov 2021 (Issue 17)

This weeks top story shows that R&D explains most of the cost reduction in batteries and solar, not cumulative production . We follow up with a piece on value destruction in the “urban air mobility” market plus in Agtech, we examine progress on taking salmon farming offshore. We finish with a guest story from our human rights expert on  how local regulation and international human rights law are coming together to create potential material risks for companies  …. Our last thought highlights the next German government’s key climate and energy plans.

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Sustainable Investing weekly blog: 19th Nov 2021 (Issue 16)

Our top story examines the first factory installed wireless EV charging system. We follow up on the recently published IEA Energy Efficiency 2021 report, then we examine why we shouldn’t fall for the myth of fast rising population growth plus in Agtech, we review biologicals, and why they will be part of the threat to business models of the agchem sector. We finish with a guest story from our human rights expert on  forced migration. Our last thought looks at how changes at FERC should aid the roll out of long distance electricity interconnectors & renewable grid connections in the US.

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Sustainable Investing weekly blog: 12th Nov 2021 (Issue 15)

Our top story examines energy efficiency, and why solving the issues around it could be one of our biggest contributors to reducing green house gas missions.  We follow with a report from RAP on the long term challenges coming up for gas regulators (& gas utilities), how the stay at home revolution has not benefitted everyone, plus in Agtech, we review the possible impacts (or lack of) of the strike at Deere. We finish with the climate consequences already hitting Africa and how they will impact human rights in the region.

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Sustainable Investing weekly blog: 5th Nov 2021 (Issue 14)

This week our top story examines the surge in EV sales in Europe & the growing need for charging infrastructure. We follow with an article on the falling costs of hybrid solar & storage, then we examine the CNH licencing deal that gives access to fully electric autonomous tractor technology We finish with a guest story from our human rights expert on the increasing talk of creating a “crime” of ecocide

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Sustainable Investing weekly blog: 29th October 2021 (Issue 13)

This week our top story examines the recent NREL/DoE report on the positive value of joining the two big US grids via new interconnectors; we look at the move by Tesla into a greater use of LFP batteries, we examine hydrogen vs heat pumps & district heating for our homes, we review the surge in IPO’s for plant based foods, before finishing with the recent Norwegian “wind farm vs reindeer case” (a win, at least for now, for the reindeer).

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Sustainable Investing weekly blog: 22nd October 2021 (Issue 12)

This week our top story examines the (good news warning ) explosive growth in battery storage demand in the US, and the slower uptake in Europe; then we look at plans by Germany to cut the green electricity levy, we examine the launch of the latest precision spraying Ag technology, before finishing with our BST-Impact partners on the legal aspects of  the recent legal filing on behalf of 500 Kenyan tea planation workers.

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Sustainable Investing weekly blog: 15th October 2021 (Issue 11)

This weeks top story examines yet another plan to expand green hydrogen production capacity, we review forecasts that renewables will continue to get a lot cheaper, action on single use plastic, and from our BST-Impact colleagues, a clean and healthy environment as a basic human right.

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Sustainable Investing weekly blog: 8th October 2021 (Issue 10)

This weeks top story examines the plans by Thyssen to expand its green hydrogen production capacity, we consider the important issue of social licence, the looming water crisis, and from our BST-Impact colleagues, why States are increasingly empowered to take action against corporates.

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Sustainable Investing weekly blog: 1st October 2021 (Issue 9)

This weeks top story examines the potential in Canada to unlock its massive hydro and wind potential via enhanced grid interconnectors; we look at a ShareAction report on how investors can strengthen returns by improving health outcomes, we examine the UK move to loosen rules on gene edited crops, before finishing with our BST-Impact partners on legal responsibility under international law. 

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Sustainable Investing weekly blog: 24th September 2021 (Issue 8)

This weeks top story examines the mess that higher natural gas prices in Europe has created, we look at new WTO data on the health implications of  air pollution,  we examine how degradation of our natural capital could accelerate migration patterns, and our BST-Impact partners prepare the ground for their first upcoming monthly blog. 

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Sustainable Investing weekly blog: 3rd September 2021 (Issue 7)

This weeks top story examines the potential for grid forming inverters to allow more renewable electricity generation; then we look at “will all EV’s look the same”, we examine the debate around our forests in a net zero world, and our BST-Impact partners examine the proposed EU Human Rights Due Diligence Legislation

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Sustainable Investing weekly blog: 27th August 2021 (Issue 6)

This week our top story examines the possible implications of increasing desertification in Europe ; then we look at further moves by Shell into electricity supply,  a rapid expansion in green hydrogen electrolyser production and our BST-Impact partners examine the extra-territoriality concept implications of two recent US court cases

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Sustainable Investing weekly blog: 20th August 2021 (Issue 5)

This week our top story examines the potential for interconnectors in the US; then we look at decarbonisation routes for heavy goods vehicles, land based salmon farming and our BST-Impact partners examine the implications of the various UK Court of Appeal cases regarding environmental damage. We also note the UK’s publication of its hydrogen strategy (& remain sceptical on the potential of blue hydrogen to reduce GHG emissions).

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Sustainable Investing weekly blog: 13th August 2021 (Issue 4)

This week we look at how blue hydrogen might be worse for the environment than some assumed; how thinking differently about cooling could take us closer to net zero; methane and cows, especially beef; and we look at how many governments, especially at the local level, are unprepared for the impacts of climate change.

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Sustainable Investing weekly blog: 6th August 2021 (Issue 3)

This week we look at exciting renewable developments in Australia, the roll out of vehicle to grid charging (V2G) in Europe, a recent report on pesticides & how it might impact use by farmers, and our partners at BST-Impact review the implications of the Shell case in light of their upcoming appeal

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Sustainable Investing weekly blog: 30th July 2021 (Issue 2)

This week we look at the growth of the offshore wind industry in the UK, the surge in EV sales in Europe, the new French climate law and how it might impact fertiliser use, and our partners at BST-Impact review the implications of the recent EU draft social taxonomy.

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Sustainable Investing weekly blog: 23rd July 2021 (Issue 1)

We have restarted our sustainable investing weekly – in issue 1 we introduce our new legal partner BST Impact, and we examine the push toward carbon capture & storage, the EU border carbon adjustment mechanism, and the gradual push toward a farm carbon system.

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Banning Xinjiang Polysilicon Is The Right Thing To Do & Won’t Impact Solar Growth

Banning Xinjiang Polysilicon Is The Right Thing To Do & Won’t Impact Solar Growth.
All things being equal, poly inflation could hit module prices. But module prices are only part of the story & the real drivers of the paradigm shift from cost to value for solar has a lot more to do with storage & smart grids.

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Demographics Will Profoundly Shape Markets & Asset Returns For Decades

Demographics Will Profoundly Shape Markets & Asset Returns For Decades Demographics is one of the most underestimated forces in financial markets and together with Net Zero will profoundly shape markets, asset returns and investment opportunities in the decades to come. While the changes may be glacial and the impacts hotly …

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Sustainable investing won’t work without real financial returns

Sustainable Investing must still generate a financial return. Without this, the required capital to deliver net zero 2050 and a greener economy will not flow. This requires us to add new skills onto traditional financial analysis, around theme progression, competitive advantage and value creation.

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Natural Capital & Agriculture

Agriculture sits at the heart of the Net Zero 2050 debate, being part of the problem, victim, and solution. It is the second largest generator of greenhouse gas emissions. Agriculture must respond to the consequences of climate change both now and in the decades to come.

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Introducing Sustainable Investing

Why Sustainable Investing? Delivering Net Zero and a greener economy isn’t just an imperative for society, it’s also the premier investment opportunity of our time. We recognise that avoiding climate disaster is the greatest challenge of our generation & we must be part of the solution.

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Sustainable Investing and Valuation

To keep global warming to only 1.5-2.0° (Net Zero 2050), we need to mobilise vast amounts of private sector capital – up to $120 trillion. This investment must be financially as well as socially viable. Popular tools such as ESG scoring, and measuring company exposures to the UN SDG’s, are largely silent on the key question … “does this make a good investment”.

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More power to asset owners.

This time it is different. Asset owners want their investments to be aligned with their values around net zero, a greener & fairer economy and generate a fair return. To deliver this, they will become more active in the investment process, balancing out the financial and value based issues.

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