Sustainable Investing Company & Thematic Research

Long Term, Thematic, Responsible

Sustainable Investing Company & Thematic Research

Long Term, Thematic, Responsible

Sustainable Investing Company & Thematic Research

Long Term, Thematic, Responsible

Research

Nexans SA Initiation: Electricity Cabling – US to drive growth surprise

Creating a more resilient electricity grid will be a key enabler to increasing renewable electricity generation. The technology to deliver this is known, and in most cases, well proven. The barriers to adaption are mainly politics and regulation. This research report examines the technologies that we need, and the companies that could deliver them.

Asset Owner Research – Green Hydrogen – fraught with challenges & tradeoffs

Green Hydrogen sounds like an obvious & attractive net zero investment theme for asset owners. Unfortunately reality is far more complicated. This report looks at the energy efficiency, economics, decarbonization potential, timing & necessary trade-offs surrounding GH2 from an Asset Owner perspective.

Green Electrolyser’s – growth and change

The profile of green hydrogen could not be higher. Its seen by many as the answer to our hardest to decarbonise challenges. And, it allows us to be greener, without major changes in behaviour, protecting jobs and important industries. But does it make a good investment ? This research examines the case for the green electrolyser companies and how they can respond as their industry grows and matures.