logo
episode-header-image
Nov 2023
31m 20s

Retreat or Engage? Green Investors’ Big ...

bloomberg
About this episode
tail spinning
Up next
Jun 4
What Explains the Growing Divide Between Oil and Gas
Gas and oil are on a sharply divergent path. In BloombergNEF’s Economic Transition Scenario, oil demand peaks before the end of the decade, while gas demand continues to grow as expanding power systems seek reliable sources of generation. At the same time, constraints on everythi ... Show More
35m 21s
Jun 1
China Data Signals Clean Tech Shift: Analyst Reaction
China’s latest export data is offering an early glimpse into how higher fossil fuel prices may be reshaping trade in clean energy technology. Shipments of solar products, batteries and electric vehicles rose sharply in recent months, with some of the strongest growth coming from ... Show More
21m 56s
May 28
Wind Power Expands as Competition Heats Up
The wind industry is entering a new phase of scale. Offshore installations are set to surge in 2026 as a new generation of massive projects comes online, while onshore markets continue expanding across the globe. But the picture beneath those headline numbers is increasingly nuan ... Show More
36m 19s
Recommended Episodes
Mar 2023
A theory of change for climate investing [partner content]
Last year’s surge in oil prices brought record windfall profits for oil majors, and a boon for investors. But historic trends don’t favor fossil fuels. From 2010 to 2020, the oil & gas sector underperformed the broader S&P 500 index. The sector gained 6% over that period, while t ... Show More
23m 40s
Mar 2023
Can investors change an oil company from within?
<p>Some oil and gas giants are being pushed by shareholders to adopt more climate friendly strategies. </p><p>An environmental law charity is suing the directors of a global oil company, arguing their climate strategy is not adequate to meet current targets, supported by other sh ... Show More
27m 39s
Dec 2023
How to triple renewables by 2030
<p>Tripling renewables is one of the goals the COP28 discussions are circling around. It sounds good, but what will meeting it actually entail? Jenny Chase of BloombergNEF joins Akshat to break down where more investments are needed and why decarbonizing energy is the easy part.  ... Show More
26m 24s
Mar 2023
Could a Banking Crisis Stop Our Energy Transition Progress?
<p>It has been a turbulent month in the financial sector, which could have big implications for the world of energy. Mobilising capital is vital for achieving international goals to curb greenhouse gas emissions and to adapt to the impacts of global warming. As the global banking ... Show More
57m 8s
Jan 2024
What Donald Trump’s return means for US climate ambition
<p>Tom Steyer is a hedge-fund billionaire who made his money investing in distressed assets, including fossil fuel projects. He’s also an avowed climate activist and a major donor to US politicians seeking to tackle climate change. After a short-lived run for president, Steyer in ... Show More
30m 45s
Feb 2024
2023 was a tough year for clean energy investment. Will 2024 be better?
<p>There are no two ways around it: 2023 was a difficult year for low-carbon energy investment, and 2024 has so far carried on in very much the same vein.</p><p>Rising interest rates, fears around future energy policy, cost inflation in some sectors, and perhaps a correction to s ... Show More
1 h
Jun 2022
The Changing Future of ESG Investing
<p>Today, we’re following the money. Where does investment go in order to build a zero-carbon future? Where does the money get used, and where does it not?</p><p>This week Ed is joined by Emily Chasan, Director of Communications at Generate Capital, and Shanu Mathew, Vice-Preside ... Show More
54m 45s
Mar 2022
Is sustainable finance just greenwash?
ESG funds - which claim to promote environmental, social and corporate governance best practice - are all the rage. But are investors being taken for an expensive ride?Ed Butler speaks to one man with his doubts - Tariq Fancy, who used to be in charge of sustainability investing ... Show More
17m 27s
Oct 2022
Opportunities in Sustainable Investing
More than 90% of S&P 500 companies publish sustainability reports. But what’s real and what’s just greenwashing?  Bruce Usher is a professor at Columbia Business School and the author of “Investing in the Era of Climate Change.” Maria Gallagher and Alyce Lomax talked with Usher a ... Show More
21m 27s
Oct 2022
How green is green finance?
<p>We’ve been told that big finance is crucial to the transition to net zero, and billions of dollars are invested in so-called sustainable finance every year. But the BBC’s Climate Editor Justin Rowlatt, together with the Bureau of Investigative Journalism, have been looking int ... Show More
27m 19s