Wed 23 Mar 2022 - 14:00

Decarbonisation is the biggest investment narrative of our lifetime

The most significant change to the global economy versus the previous decade is that companies across the world must pay for carbon

Companies can not make net-zero pledges and then not make progress

Decarbonising supply chains is expensive and in many cases impossible because the technology doesn't exist

The price of carbon could rise 10X in the next decade due to a shortage of carbon offsets

Commodity shortages and an overreliance on the Chinese supply chain will slow the adoption of EV. It's about supply, not demand

Energy volatility will be omnipresent as peak fossil fuel demand is not being reached until the 2040s. Higher energy prices will test the resolve of green consumers with demographic differences playing an enormous role in the rates of adoption.