Author: Grzegorz Strzok

The Journey to a Carbon-Neutral Economy

Today, carbon emissions must be a serious consideration for all investors, particularly those with a long-term perspective. Over the last 18 months, we have been focused on the strategies and technologies that will shape the transition to a lower-carbon economy. Here, we identify how we seek to put this recent work into practice and how it will enhance our analysis going forward.

Circular Economy

We have all lived in a world where we “take, make and waste” products. With ever-greater awareness of the flaws of this approach, there is now a determined shift away from this linear economic model towards a more circular economy.

Carbon Capture and Storage

The concept of carbon capture and storage has been around since the 1970s and most observers agree that it has a critical role to play in meeting the targets of the Paris Agreement. So why is investment in this vitally important technology still lagging?

Electric Vehicles

The stars are aligning for electric vehicles, but investors will have to be careful in choosing the right companies to take advantage of investment opportunities that the growth in this sector affords.

Hydrogen

Hydrogen has not quite lived up to its potential as a source of ‘green’ energy. New technology, the ‘renewables’ revolution and global government policy changes look set brighten its long-term prospects.

Buildings

The construction and day-to-day running of buildings accounts for over 35% of global energy demand. With urbanisation driving construction around the world, how can that environmental bill be managed.

Carbon Pricing

The concept of carbon pricing has been around for some time. However, as climate concerns have moved steadily up the political agenda in recent years, calls to put a price on carbon and charge polluters for emissions have intensified.

Battery Storage

A lack of reliability and a mismatch between supply and demand are barriers to greater use of renewable energy. Could battery storage be the answer to this conundrum?

Hydrogen(ignore)

Hydrogen has not quite lived up to its potential as a source of ‘green’ energy. New technology, the ‘renewables’ revolution and global government policy changes look set brighten its long-term prospects.