Weekly

Weekly

Weekly

This weeks top story looks at the possible mid term impact of higher gas prices on how much fertiliser we might use in the future.  In Transport, we look at how ready are we for the rapidly approaching bans on diesel HGV's in some European cities, in Built Environment, we report on the "world's first clinker-free cement (aka green) and in Distributed Electricity, we flag moves by the NREL to establish cyber standards for distributed energy resources - this may sound boring & geeky, but its actually going to be really important.  In our One Last Thought, we cover a US EIA report on how utility scale battery storage is stretching out its duration. .
This weeks top story returns to green hydrogen askign how much as the Russian invasion really changed the story ? In Electrification, we look at how will we charge EV's in the future, including asking "will the current petrol/gas station model remain valid". In Built Environment, we revisit the decarbonisation of buildings. Its a tough challenge & progress is slow, but maybe its due more focus, after all its a big consumer of gas.  Finally, in Electricity Grids, we flag another Australian grid forming investor project. In our One Last Thought, we cover an Imperial College London report on the financial performance of unlisted renewable assets.
This weeks top story starts in South Australia, taking a real world case study of a grid that has got to 60% renewables and looking at lessons for Europe. Its not been plain sailing and there are more challenges to overcome, but it shows what is possible. We finish with our "one last thought", this time on the increasing challenges of getting insurance to cover natural disasters.
This weeks top story considers Europe's plan for a more affordable, secure & sustainable energy system ... aka how do we make ourselves "independent from Russian fossil fuels well before 2030, starting with gas". In Human Rights/Social we start to cover the EU Social taxonomy and we finish with our "one last thought", this time on the potential for the next few decades.
This weeks top story considers the IEA 10 points to cut Russian gas in a year. In Generation, we consider the potential to accelerate renewable investment, and the ability to bring more nuclear on stream, in Electricity Grids, we highlight the potential to use renewables & batteries to enhance grid stability , in Electrification, its about a surge in heat pump installations, and in Agtech, we discuss the apparent slump in demand for plant based foods.  We finish with our "one last thought", this time on the potential for V2G.
This weeks top story considers the question "will the war accelerate Europe's efforts to break the Russian gas link"?  In Generation, we review the exit of Korean giant LG Electronics from the global solar panel market, in Electrification, we highlight the expected upcoming SPAC deal for battery swapping company Gogoro , in Agtech, we discuss the emerging industry of fermentation. In Human Rights & Legal, its the EU Commission's Draft proposal for a new Directive on Corporate Sustainability Due Diligence.  We finish with our "one last thought", this time on the scale of bids for the US offshore wind leases
A storm Eunice delayed blog this week, focusing on more consolidation in the salmon industry (recent topic of a research report), increased spending coming on European on offshore wind and associated grid enhancement, research that identifies the importance of technological factors and improved site quality in the improvement in US wind farm capacity factors, an RWE supported project to use off shore wind to create green hydrogen for industry, and human rights & environmental "defenders" in Honduras. We finish with flood risk in the US
This week the decision by the California public utilities regulator to delay voting on a controversial plan to change the rules for residential roof top solar, the scale of green hydrogen development taking place in China, real barriers to the financial viability of vertical farms and on shore fish farms, news of a pumped hydro project due to start up shortly in Portugal, and developments in green buses. Plus a possible extension to the recently announced mandatory EU Due Diligence legislation & bee bricks in new buildings.
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.
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
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)..
This weeks top story highlights our recently published thematic research on the wider Agtech space, highlighting the long term opportunities in salmon,  in precision ag/robotics and in ag biotech, plus the long term risks to the Agchem sector. In Electrification, we follow up with a piece on (another) report setting out the case for 100% renewable electricity generation,  plus in Demographics, we examine the importance of population trends and role played by the politics during our formative years on our beliefs and attitudes to risk . We finish with a guest story from our human rights expert on  why we need to watch the increasing human rights concerns regarding cobalt mining. Our last thought highlights some fairly brutal feedback in a Bloomberg article on how some ESG scores are created.
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
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.
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.
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.
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
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).
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.
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. 
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).