World Energy Investment 2021

This year’s edition of the World Energy Investment report presents the latest data and analysis of how energy investment flows are recovering from the shock of the Covid-19 pandemic, including full-year estimates of the outlook for 2021. It examines how investors are assessing risks and opportunities across all areas of fuel and electricity supply, efficiency and research and development, against a backdrop of a recovery in global energy demand as well as strengthened pledges from governments and the private sector to address climate change.

The report focuses on two key questions:

  • Whether the growing momentum among governments and investors to accelerate clean energy transitions is translating into an actual uptick in capital expenditures on clean energy projects.
  • Whether the energy investment response to the economic crisis caused by the Covid-19 pandemic will be broad-based or if some sectors, geographies and vulnerable parts of the world’s population will be left behind.

Click here to read the full report

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America’s net zero opportunity

America’s net zero opportunity

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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The energy transition: Why renewables outperform fossil fuels

A joint report by the International Energy Agency and the Centre for Climate Finance & Investment at Imperial College examines the risk and return proposition in energy transitions. It looks at publicly traded renewable power and fossil fuel companies in advanced and developing economies calculating the total return and annualized volatility of these portfolios over 5 and 10-year periods. 

Data, measurement, impact and change

This session examined the regulatory views around the world and the need for global standards for global investors.

Healthy scepticism – the challenges of sustainable investing

This session examined the challenges investors face including ideology, working with boards, culture and scalable investments.

Achieving net zero – the implementation challenge

This session looked at the challenges of implementing those goals in portfolios – what behaviour changes are needed and how do investors allocate?

China’s pledge to achieve carbon neutrality by 2060

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.

Net zero infrastructure: A practical roadmap

The challenge for infrastructure asset managers to achieve Net Zero by 2050 is immense. It requires detailed strategic planning, clear interim targets, critical investment, transparent insight and regular reporting, as well as strong leadership and clear governance frameworks.

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