Giuseppe 'Joseph' Jacobelli岳启尧

🔋 ICE launches Japanese Power Futures for Tokyo and Kansai, tied to JEPX Day-Ahead prices, becoming the fourth exchange to enter this market. 🔋 📈 ICE introduces four financial futures—Baseload and Peakload—for Tokyo and Kansai, enabling market participants to manage electricity price risks and regional spreads efficiently. 📉 ⚡ The European Energy Exchange AG (EEX), CHICAGO MERCANTILE EXCHANGE INC. (CME), and Japan Exchange Group's (JPX) Tokyo also offer Japanese Power futures, making ICE the fourth exchange to enter the market. ⚡ ⚡ Tokyo and Kansai contracts offer monthly, quarterly, seasonal, calendar, and fiscal year options, providing comprehensive tools for managing regional electricity market risks. ⚡ 📊 Natural gas and coal dominate Japan’s electricity generation; ICE’s new futures allow traders to navigate price interaction across these primary fuels and electricity markets. 📊 💡 “By offering Japanese Power Futures on a single platform alongside our natural gas, coal, oil, clean energy attributes and carbon contracts, ICE is providing customers with a critical edge in navigating energy markets,” said Gordon Bennett, Managing Director of Utility Markets at ICE. 💡 🌏 "“Secondary fuels including electricity are produced through the conversion of primary energy sources like natural gas, coal and oil, and the price of electricity is derived from the interaction of these competing input fuels, all of which trade on ICE. Natural gas and coal make up the majority of Japan’s electricity generation and through trading of these contracts on ICE, customers benefit from improved price dissemination” added Gordon Bennett. 🌍 🔥 The last few years has seen Mercuria, Vitol, InCommodities, Citadel, Goldman Sachs, MFT Energy, Axpo Group, ENGIE and Danske Commodities entering the Japanese power markets. 🔥

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A weakening yen is adding complexity to Japan’s energy landscape. It impacts the cost of importing fuel, making energy management more challenging. #WeakYen #EnergyEconomics Japan's energy needs are extensive and varied, reflecting the country's advanced infrastructure. Ensuring a reliable and sustainable energy supply is a top priority. #JapanEnergy #SustainableFuture Japan utilizes a diverse mix of energy sources including nuclear, solar, and fossil fuels. This combination helps balance energy demands with environmental considerations. #NuclearEnergy #SolarPower The rise of electric vehicles in Japan will significantly increase electricity consumption. Preparing for this surge is essential to support green transportation initiatives. #ElectricVehicles #CleanEnergy In 2024, innovative solutions and technologies will emerge to address Japan's energy challenges. These advancements promise greater efficiency and sustainability for the nation's power grid. #EnergyInnovation #FutureTech

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A proposal to be considered. Ingat 1982, Rakyat Msia collect duit utk tengok World Cup Espana 1982. Theme "We Do it For Gaza" Just thinking, probably need about RM 50 b to acquire all of Bxxxxk investments in Msia. At RM 50b, it is a medium sized fund in the whole scheme of things. A sovereign closed end Funds offered to Rakyat Msia, both Conventional and Shariah funds, whereby an expected 5% yield are expected. I would myself participate. Anyhow, our Bonds and sukuk are 97.5% domestic issued, That's about RM 1.4 trillion in total, so RM 50 b will be able to be subcribed fully locally. A sukuk or a bond or a closed end funds..... Can PNB do it ? An Amanah Saham Wawasan Gaza be named.

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Another busy week in tokenization. The HKMA has announced another leap in terms of tokenization on May 7: 💡 This will be a tokenization standards initiative called Project Ensemble Architecture Community. 💡 Project Ensemble will develop a set of industry standards to support interoperability among wholesale CBDCs, tokenized money and tokenized assets. 💡 The Community will be formed of the HKMA, the HK SFC, the BIS Innovation Hub Hong Kong Centre, the CBDC Expert Group2, and seven private companies: Bank of China (Hong Kong), Hang Seng Bank, Standard Chartered Hong Kong, HashKey Group, Ant Digital Technologies and Microsoft Hong Kong. #digitalassets #blockchain #tokenization #rwa #hongkong

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Building resilient supply chains for clean energy technologies is hot on the political agenda. China's dominance of the industry, facilitated by cheap labour costs and access to vast mineral reserves, has helped make clean tech more affordable across the world. As the costs of green tech plummets and western companies struggle to compete, the US and Europe are desperate to curb China's massive market lead. At the same time, the concentration of mineral extraction and manufacturing in a handful of countries makes supply chains more vulnerable to economic shocks and trade disruptions. There are concerns around the environmental and social harms this fast growing sector could cause if mismanaged, and human rights violations in Xianjiang province have plagued China's solar manufacturing industry. Yet, clean tech deployment must continue to accelerate if the world is going to meet global climate goals. Governments have to get it right. As part of Climate Home News' special series on clean energy supply chains, Hannah Chanatry answers the most pressing questions on supply chains' vulnerabilities, clean tech life-cycle emissions, and what's in a battery. This is one to bookmark. https://lnkd.in/eiW32TRF

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📰 An opinion piece by Tim C. of Bloomberg. What do you think? does he get it right? 📰 🌍 North Asia needs a Green Energy Alliance. Going it alone is slow and costly. 🌍 🤝 Japan, South Korea, and Taiwan can benefit from a trade pact for renewable energy. 🤝 🚢 South Korea excels in shipbuilding, essential for offshore wind farms. 🚢 ⛓️ Japan is a top steelmaker, vital for wind turbine structures. ⛓️ 🔌 Taiwan leads in cables and electronics for wind turbines. 🔌 🌬️ Each nation can build a supply chain, but it's faster and cheaper to cooperate. 🌬️ #energy #japan #jepx #japanpower #japanelectricity #power #japan #powermarkets #electricity #renewableenergy #greenalliance

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EXCERPTS: Looking at global renewables growth rates is hugely misleading. There is not one single energy transition but a series of regional transitions of widely varying form, pace and scope. The outsized materiality of one — China’s — means global figures veil more than they reveal. They currently look impressive because, and only because, China’s do. In 2023, according to figures published by the International Renewable Energy Agency, China accounted for an extraordinary 63 per cent of global net additions in total renewable capacity — 298 gigawatts of the 473GW total. Even more extraordinary was its share of year-on-year growth in global additions of net capacity, which was 96 per cent. Exclude China and 2023’s net additions of renewable capacity were a mere 7GW higher than in 2022. Various words could be used to describe such growth, but “exponential” is not one of them. The problem is that we need rapid growth in renewable investment everywhere, not just in China. In fact, when we break down the “global” energy transition into its component regional parts, the problem looks starker still.

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The world's entire #supplychain of batteries is concentrated in #Asia, offering the region a great competitive edge in terms of its connectedness and production concentration, when compared to the US or Europe, currently. #China produces 90% of the world's battery cells... and both China and Australia, have the most policies in place around battery electrics in APAC, according to the International Energy Agency (IEA) policy database. Renewable energy generation globally, reached an incredible 507GW of capacity in 2023, almost 50% higher than in 2022, according to the IEA. Its therefore critical to have #batterystorage systems in place that can capture surplus energy, mitigate electricity fluctuations and enhance grid stability. #projectfinancing #renewables #investmentbanking #TFInternational https://lnkd.in/gKsDrHf5

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Sharing an interesting article on one of our portfolio companies that is the world’s first hedging, predictive and will be able to monetize farms with banks and FIs with the proprietary technology. Please help follow the page and get in touch if you would like to partner us in this #netzero journey. CarbonAi.Sg #greenfinance #climatechange #singapore #carbontrading #carbonemissions #energy #esg #sustainableinvestments #impactinvesting

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Mining - China Ramps Up China is very strategic and disciplined about growing their #criticalminerals footprint. #mining is about people, with outsized social and environmental impacts around projects that are often found in remote relatively underdeveloped places. Communities, artisanal miners, broader social stakeholders and ecology all matter. Mining simply won’t deliver tonnage needed by the #energytransition unless a #justtransition mindset is in play geared toward equitable sharing of value. As China has grown their footprint 👣 on critical minerals, pushback and active conflict around some projects has become evident. How this evolves depends on the interplay between #responsiblemining and the simpler power of money. The likely bottom line, mining is about people, communities will make or break conflict free projects depending on quality of engagement. Capacity around responsible mining will increasingly be seen as a strategic source of competitive advantage. LSM collaboration with #asm will increasingly be seen as a source of competitive advantage, something we are very aware of at The Blended Capital Group #edenam #mining #china

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#Japan is making significant strides in its #energytransition with innovative policy and graat corporate engagement. The government's Strategic Energy Plan aims to balance #carbonneutrality goals with #economicsecurity and stable #energysupply. Key initiatives include promoting #renewableenergy, #hydrogen, and #ammonia, improving #energyefficiency in industrial sectors, and the strategic use of #nuclearpower. To finance its #energytransition, Japan will implement a growth-oriented #carbonpricing strategy, including an emissions trading system that will become mandatory by 2026, and a #carbontax on fossil fuel importers starting in 2028. Japan also plans to issue Climate Transition Bonds to fund sustainable technologies and emissions reduction initiatives. During my recent trip to Japan, I met with various companies leading these efforts. The incredible corporate buy-in to the policy is a testament to the strong alignment between governemt objectives and industry actions, which in turn is attracting significant investor interest.

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As forecast by Greenwich Forum experts, asset owners incl. #centralbanks and #SWFs buying #gold and #energy assets: what are they telling us about the future? #JoinUs #21_22_October g20pensions.org 👑GreenwichSummit.org Future of Investing European Finance Week UK & EU #Pensions #fiduciary #LaborAndCapital #viamedia Impact Forum #impactforum #impactful

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[ON.CC | Value Partners: Gold price approaches $2,470, setting an all-time high (ATH); analyst suggests further upside potential] Rising expectations of a September Fed rate cut, coupled with the recent attack on U.S. presidential candidate Donald Trump, have led to New York gold futures and spot gold reaching new historical highs. Alex Chiu, Senior Strategist of ETF Business at Value Partners, maintains a positive outlook for gold in the latter half of 2024, citing ongoing geopolitical uncertainties and increasing central bank demand as the main drivers of gold prices. Read the full article now (Chinese only): https://lnkd.in/guVX4VUk Follow us on LinkedIn to access our latest news and investment insights. 🔎 Facebook: bit.ly/3mjfFLB  🔎 YouTube: bit.ly/valuepartners4236 🔎 Subscribe to our e-newsletter: bit.ly/3AGDDI6 #valuepartners #mutualfunds #investments #assetmanagement #goldetf #gold Investment involves risk. The above information is for reference only. It does not constitute an offer or an invitation to subscribe any securities, or a recommendation in relation to any securities. 

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Impressive update by China’s Ministry of Ecology and Environment on the state of the national ETS and Voluntary GHG Emission Reduction markets. Encouraged to see mention of negative-carbon technologies as well on page 41 in the concluding ‘Outlook’ section of the report! https://lnkd.in/gtapCzTg #CDR #carbonremovals

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With all emissions pathways likely to overshoot Paris 1.5 degrees, negative emissions reduction technologies might be inevitable … but their feasibility and technological certainty is vigorously debated! Interesting research based article on feasibility of CCS for meeting climate targets!!

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While major energy transition commodities like copper, aluminium, and nickel often take centre stage, hidden powerhouses such as iridium and rare earth elements, though used in smaller quantities, play a crucial role. This blog explores why these less familiar materials are essential for the energy transition. #thematicinvesting #energytransition #commodities For more insights: WisdomTree in Europe. https://lnkd.in/dBJjNuq8

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