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.
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 firstname.lastname@example.org
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.
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 debated, we believe that the …
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”.