Unigestion’s Post

Could heat networks be the next, great institutional asset class? At a recent Place-Based Impact Investing Forum event, Ken Hunnisett of Triple Point and Cantor Mocke of the Department for Energy Security and Net Zero, discussed how to decarbonise heating and cooling systems to unleash the investment potential of district heating. #PlaceBased #DistrictHeating #GreenEnergy #AssetOwner #PensionsforPurpose https://ow.ly/ck1550PMHSE

The next webinar in our #EnergyTransition Series looks at the role of international investment funds in supporting the energy transition. Please click the link below to join us on 20 September. #EnergyTransitionSeries #EnergyInvestment

With our investor/capital markets activities for Q3 now in the rear-view mirror, we’re preparing for the next tranche of quarterly reporting (Oct 26th), our window to talk more about what Aker Carbon Capture has been up to recently (like our US study work announced today) - the cycle continues. And what a month it’s been - despite somewhat troubled waters (😱) in the financial world, we’ve really enjoyed all the engaging investor meetings, panel discussions, presentations and coffee chats. Being one of the very few pure play listed names in the #carboncapture space is definitely a privilege (as is starting with ‘A’ when any lists are involved 😇). We’ve met (and made new friends) from across the energy sector, energy transition & impact funds, small & midcap specialists, ESG funds and many more….. and we ended September with two very strong events in a surprisingly sunny 🌤 London - the Redburn Atlantic and Rothschild & Co Renewables & Clean Energy conference, and AB Bernstein’s 20th Strategic Decisions Conference. Big thanks to all the organisers for putting on a great show and also to the excellent talkshow hosts - Stuart Joyner from Redburn and Oswald Clint from Bernstein - and the chance for Aker Carbon Capture to be on stage next to such an exciting list of peers and partners….. Birk Teuchert, CFA, Henrietta Moon, Jacob Nørgaard Andersen, Aniruddha Sharma, Bernhard Koudelka and Torbjørg Heskestad. We’ll keep the investor feedback short this time, but no surprises as to what the overriding theme is…. ‘caution’ (at least short term): ⬆ - higher for longer: interest rates are still going up, affecting project economics, discount rates, company valuations... ⬇ - lower for longer: many parts of the energy transition (wind, etc) seem unable to make money….can #ccus break this trend? Can we? 🔥 - friendly fire: global clean energy stocks are down (on ave.) 30-40% YTD…..a tough environment 😬 🎯 - front & centre: is #ccus in a better or worse place now in the energy transition? Signs are it could actually be better 👍 - here & now: having delivered full-scale projects in real life is likely an increasing advantage (🤓…we’re delivering 7 facilities in Europe - now) We look forward to updating everyone on our progress on October 26th - until then 😎 #ccus #ccu #ccs #energytransition #decarbonization

BlackRock highlights key areas of focus in climate infrastructure opportunities: 🌳 Clean power generation, including distributed generation 🏘 Energy efficiency in residential, commercial, and industrial sectors 🏭 Transmission, distribution, and energy storage solutions 🔌 Ultra-low emission or electrified transportation and mobility Is this a sign of things to come? Who else is adopting a similar strategy in green investment? Let's discuss and explore the future of sustainable finance together. #GreenInvestment #SustainableFinance #CleanEnergy #EnergyEfficiency #ClimateInfrastructure #Sustainability #FutureOfFinance https://lnkd.in/ePtj8exU

💡 How can simple solutions to lower energy demand also help businesses unlock economic opportunities? Listen to the latest episode of Take On Tomorrow with guests Rob Turner, Energy Transition Partner for PwC UK, and Ramya Krishnaswamy, Head of Institutional Communities and ESG Initiatives at the World Economic Forum. Together, we’ll discuss the importance of demand-side energy management to both competitive business advantage and a sustainable future: https://pwc.to/41YPvl4

The Financial Investigator webinar on Investing in #EnergyTransitionInfrastructure has started with: Norbert Bol, Interim Manager Real Assets, Blue Sky Group, and Founder, BuildingValues Anish Butani, Senior Director Private Markets, bfinance Ruairi Revell, Head of ESG Infrastructure, abrdn The discussion is led by Harry Geels, Senior Investment Advisor at Auréus. Topics that are currently discussed are: *What is the risk-return profile of infrastructure projects focused on energy transition? What are the most promising business models? Where are the risks? *How to measure and monitor your climate objectives when investing in energy transition infrastructure? How to realise real impact? *Is there a good balance between capital demand and capital supply? Which parts of the transition need investment and how can investors meet this need?

The #energytransition is more than a trend; it's a complex journey shaping our #future. From surges in clean energy #stocks to the role of conventional energy, the landscape is ever-changing and filled with both #challenges and #opportunities. In the latest episode of "The Investor Download", Fund Manager Mark Lacey and David Boyce (CEO of Schroders Greencoat NA) explore: 👉 The long-term shift in energy, emphasizing the importance of both renewable and conventional sectors, and what it means for #investment strategies. 👉 The balance between innovation and practicality in #RenewableEnergy, understanding that there's no one-size-fits-all solution. 👉 The risks and rewards of investing in a market that's as dynamic as it is crucial, offering unique opportunities for the discerning #investor. You want to understand the key forces driving the market and where the #growth opportunities lie? Listen to the conversation or read it on our blog and gain insights into a sector that's not just about powering our world but reshaping it.

Impact investing principles are a necessity in today’s commercial real estate landscape. I thoroughly enjoyed my discussion with @Walker & Dunlop on how we can make strides in ESG without sacrificing risk. Check out our full Q&A below.

Energy transition is happening amd it will shape infrastructure investment strategy.

Our goals are to invest responsibly for a financially sound and sustainable future. 🌱 Our Contrarian approach blends the art of selecting great stocks with a focus on long term wealth management and wealth building. Our knowledge of investing with a commitment to sustainable, clean energy investments, allows us to be at the forefront of the industry while maintaining our commitment to a more sustainable and cleaner environment for the future. 📈💚 We believe in building wealth that aligns with the prosperity of the planet 🌍 Join us in the journey towards long-term financial prosperity while contributing to a cleaner planet. Ready to invest in a brighter future? Explore the possibilities with Waterstone Energy. #WaterstoneEnergy #SustainableInvesting #CleanEnergy #FinancialProsperity #stockstotrade #stockstobuy #environmentalimpact #environmentalsolutions #cleanenergy #cleanenergytransition #wealthbuilding #wealthbuildingstrategies #enphaseenergy #ENPH Our highlighted stock we love to buy for clean energy solutions: ENPH - Enphase Energy