Why did EON and RWE split themselves into 2?

Wondering why EON and RWE split themselves into 2? Here’s a great analysis by a finance guy on why these 2 big German utilities split, and the lessons for everyone else. The main message is that over the last decade the European energy market has become 2 markets, a current market for low cost power […]

Sweden, the best place to invest your clima-Kronor

Attracted to the notion that its time to move your portfolio out of fossil fuels and into something greener? Or are you a corporate thinking about investments and wondering what the best country for this might be? Look no further than Sweden, the best place to invest your clima-Kronor. Sweden isnt at the top of […]

Wake up call

This is a wake up call. According to Bloomberg, pre-work for the G20 Finance Ministers meeting next week, has issued a communique that abandons the commitment for western government to fund poorer country efforts with $100bn by 2020. Evidently, the G20 Finance Ministers now say that cash is scarce, and that “the gap should be filled by the market economy, […]

If Pax Americana is over, what should cleantech do next?

American political and business leadership on climate change looks to be a door that’s closing. What should cleantech do next? The rhetorical question begins with geopolitics. It is obviously also presumptive that we are witnessing the end of America’s hegemony. There are many reasons to argue that it is too early to call. Maybe American institutions will […]

Marrakesh: A signal that old energy’s back is broken

Last week the FT wrote that ‘Marrakesh sent a strong signal on climate change‘, and ‘Donald Trump’s sweeping victory in the US presidential election has revealed a profound shift in the world’s commitment to fixing one of its most intractable problems: climate change. But it is not the shift that might have been expected after the […]

Further evidence of Scandinavian pension-fund climate activism

The world of pension investments is up for more change. Scandinavian funds are leading on climate action. I get a weekly email from Bloomberg (BNEF) with their take on the important news in the clean & green sector.  In this week’s email they covered a story on a large biomass power station in the UK […]

Scandinavian Asset Managers continue to lead world in low carbon investment

Yet another Scandinavian Asset Manager had taken a large step forward on the path to low carbon investment.  This time, it was AP4’s turn. AP4 is one of the 5 Swedish public pension funds, meaning that a very large percentage of Swedes have an exposure to it.  AP4 has SEK 312 billion (around USD40 billion) of […]