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  • agtech
  • demographics
  • renewables
  • Sustainable Investing

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.

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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

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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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