Sustainability & Energy Transition
While we see many reasons why some segments of energy transition investment could disappoint in 2024, renewable fuels, especially SAF, is not one of them.
December 22, 2023
No Comments
While we see many reasons why some segments of energy transition investment could disappoint in 2024, renewable fuels, especially SAF, is not one of them.
ESG investing is dying, not because of “anti-woke” but because of poor definition
The idea has been focused on making investors feel good versus doing
Not enough consumers want to pay higher prices for recycled polymers, placing a low value on the hydrogen content – could fuel subsidies attract polymer
While ExxonMobil may have underperformed BP and Shell since announcing the Pioneer deal, their strategy with regards to lower carbon fuels looks more robust.
Sticking
Regardless of the location of COP28 and who is hosting this was always likely to be a showdown between those wanting a practical approach &
Just because the host of COP28 is a NOC does not mean that the meeting will be a defense of fossil fuels, but it might
Progress in energy transition and other sustainable-related initiatives is slowing, especially relative to expectations – roadblocks are emerging, many financial.
The tightrope between encouraging progress
As Larry Fink removes the acronym ESG from his vocabulary, it is reasonable to ask how something that is intuitively right is now buried in
As we watch the “anti-woke” lobby in the US cause investors to step back from the responsibility they should never have wanted in the first
The G7 is facing criticism for its failure to set firm deadlines on the phasing out of coal and natural gas – the real focus
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
