Achieving carbon neutrality by 2060 will require radical changes. Formidable challenges lie ahead, but also investment opportunities with renewables, electric vehicles and energy storage set to benefit. [vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Jie%20Lu%22%2C%22job_role%22%3A%22Head%20of%20investments%2C%20China%2C%20Robeco%20(China)%22%2C%22content%22%3A%22Jie%20Lu%20is%20Head%20of%20Investments%20China%20in%20the%20Asia%20Pacific%20team.%20Before%20joining%20Robeco%20in%202015%2C%20he%20worked%20at%20Norges%20Bank%20Investment%20Management%20as%20a%20Portfolio%20Manager%20in%20Shanghai%20from%202011%20to%202015%2C%20and%20as%20an%20Analyst%20in%20Hong%20Kong%20from%202009%20to%202011.%20Prior%20to%20that%2C%20he%20worked%20at%20the%20M%26A%20department%20of%20Morgan%20Stanley%20Asia.%20Jie%20started%20his%20career%20at%20Motorola%20in%202000%20and%20is%20a%20native%20Mandarin%20Chinese%20speaker.%20He%20holds%20an%20MBA%20with%20Distinction%20in%20Finance%20and%20Marketing%20from%20Northwestern%20University%20in%20the%20US.%20He%20also%20holds%20a%20Master%E2%80%99s%20in%20Electrical%20Engineering%20and%20Computer%20Science%20from%20the%20University%20of%20Illinois%20and%20a%20Bachelor%E2%80%99s%20in%20Biochemistry%20from%20Fudan%20University%20in%20China.%22%2C%22image%22%3A%2245831%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fjie-lu-311a37%2F%22%7D%5D” title=”Speaker” el_class=””][vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Stephen%20Kotkin%22%2C%22job_role%22%3A%22Professor%20in%20History%20and%20International%20Affairs%2C%20Princeton%20University%20(United%20States)%22%2C%22content%22%3A%22Professor%20Kotkin%20received%20his%20PhD%20from%20the%20University%20of%20California%2C%20Berkeley%20in%201988%2C%20and%20has%20been%20a%20professor%20at%20Princeton%20since%201989.%20He%20is%20also%20a%20senior%20fellow%20at%20the%20Hoover%20Institution%20at%20Stanford%20University.%5CnAt%20Princeton%20Professor%20Kotkin%20teaches%20courses%20in%20geopolitics%2C%20modern%20authoritarianism%2C%20global%20history%2C%20and%20Soviet%20Eurasia%2C%20and%20has%20won%20all%20of%20the%20university%E2%80%99s%20teaching%20awards.%20He%20has%20served%20as%20the%20vice%20dean%20of%20Princeton%E2%80%99s%20Woodrow%20Wilson%20School%20of%20Public%20and%20International%20Affairs%2C%20and%20chaired%20the%20editorial%20committee%20of%20Princeton%20University%20Press.%20Outside%20Princeton%2C%20he%20writes%20essays%20and%20reviews%20for%20Foreign%20Affairs%2C%20the%20Wall%20Street%20Journal%2C%20and%20the%20Times%20Literary%20Supplement%2C%20among%20other%20publications%2C%20and%20was%20the%20regular%20book%20reviewer%20for%20the%20New%20York%20Times%20Sunday%20Business%20section%20for%20many%20years.%20He%20serves%20as%20an%20invited%20consultant%20to%20defence%20ministries%20and%20intelligence%20agencies%20in%20multiple%20countries.%20His%20latest%20book%20is%20Stalin%3A%20Waiting%20for%20Hitler%2C%201929-1941%20(Penguin%2C%202017).%20His%20previous%20book%20was%20a%20finalist%20for%20the%20Pulitzer%20Prize.%22%2C%22image%22%3A%2245822%22%2C%22linkedin%22%3A%22%22%7D%5D” title=”Moderator” el_class=””][vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Jen%20Bishop%22%2C%22job_role%22%3A%22Head%20asset%20allocation%2C%20Coal%20Pension%20Trustees%20(United%20Kingdom)%22%2C%22content%22%3A%22%22%2C%22image%22%3A%2246372%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fjennifer-bishop-cfa-502b1714%2F%22%7D%5D” title=”Investor Response” el_class=””][vc_empty_space height=”10px”]
Do you expect China’s pledge to carbon neutrality to result in an intensification of the tech war between China and the US, given the likely scramble for new technologies that will be needed to make the energy transition?[vc_line_chart x_values=”” values=”%5B%7B%22title%22%3A%22Yes%22%2C%22y_values%22%3A%2265%22%2C%22color%22%3A%22blue%22%7D%2C%7B%22title%22%3A%22No%22%2C%22y_values%22%3A%2217%22%2C%22color%22%3A%22pink%22%7D%2C%7B%22title%22%3A%22Unsure%22%2C%22y_values%22%3A%2217%22%2C%22color%22%3A%22sandy-brown%22%7D%5D”]
Research from Princeton University plots a Blueprint for how the US can achieve net zero emissions in the next decade showing the key is overcoming execution challenges including the infrastructure deployment and the mobilisation of capital and labour.
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