energy transition

FIS Stanford 2023

The hands and feet of AI and the renewable energy transition

A foundation stone of the transition to renewable energy - semiconductors - is paradoxically a major contributor to the problem it’s helping to solve. How asset owners think about investing in a solution that is also part of the problem is a challenging and complex task.

Simon HoyleSeptember 26, 2023

Sustainability

CalSTRS positions to take advantage of energy transition

CalSTRS has recognised the unique opportunity presented by the energy transition needs a unique response and its Sustainable Investment and Stewardship Strategies (SISS) portfolio has been specifically positioned to invest in opportunities that fall between private equity and infrastructure asset class buckets.

Amanda WhiteSeptember 20, 2023

Sustainability

There is “no physical solution” to the energy shortage in Europe

A “political solution” is the only way to supply energy needed to warm homes through Europe’s winter, according to an energy sector specialist with PGIM.

Ben HurleySeptember 21, 2022

Sustainability

Rising oil and gas prices will cause short-term pain, accelerate long-term

The transition to renewable energy will be “volatile and complicated” like other major transitions in history, and spikes in demand and pricing for coal, oil and gas are likely over the near term, according to an expert in global resources strategy from NinetyOne.

Ben HurleyJune 30, 2022

Sustainability Digital – Sept 2021

Unprecedented opportunity ahead

The climate challenge requires new investment on a staggering scale: new generating capacity, the electrification of everything, emissions-free fuel, carbon capture and sequestration, new supply chains and infrastructure, plus the building of negative emissions technologies. Stanford’s Dr Arun Majumdar explores the opportunities for new investment, the risk return trade-off and how investors should approach the opportunities.

Sarah RundellSeptember 24, 2021