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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Net zero America

With a massive, nationwide effort the United States could reach net zero emissions of greenhouse gases by 2050 using existing technology and at costs aligned with historical spending on energy.

The current path of sustainability is not sustainable

Will there be a sustainable politics of sustainability? Professor Stephen Kotkin examined the politics of sustainability and the importance of transparency, measurement and compliance so that greenwashing does not prevail.

Investors should invest – A framework for investing in clean energy and sustainability

This session looked at the opportunities for new investment, the risk/return trade-off and how investors should approach the opportunities.

Case study: decarbonisation in alternatives

This case study examined the approach by one of the world’s leading asset owners to incorporate sustainability, AP4. By implementing measures adapted to the asset class and style of investments, AP4’s team in alternative investments works to both reduce risks and capture opportunities related to the sustainability transformation.

Case study: The challenge of sustainability in real estate

This session examined investors’ role and outlines the importance of a common measurement framework.

Case study: The role of natural capital in decarbonising portfolios

This session examined the portfolio implications of transitioning to net zero with a specific focus on what benefit an allocation to natural capital can bring.

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