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 […]

Swedish cities may ban petrol cars 

Will Swedish cities ban petrol cars? The Swedish Transport Agency’s (Transportstyrelsen) thinks it should, if the country is to fix air quality and reduce GHGs. It has proposed an expansion of the current regulations of heavy vehicles, to include other forms of transport by 2030.  In particular, it aims to exclude private cars, light vehicles and light trucks […]

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 […]

Sweden to become the first fossil-free industrial state

Prime Minister, Stefan Löfven says that Sweden will become the first fossil-free industrial state.  Is that really going to happen, and, if so, what does it mean?  This analysis was coauthored by Sean Williams (Renovamus) and Magnus Nilsson, a Swedish consultant on green issues, and a frequent commentator in the Swedish press.  The timing for its publication […]

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 […]