Keith Fullenweider’s Post

The economics of carbon capture projects continue to be tricky at best and analysts at Wood Mackenzie say many plans on the books need "a lot more investment and market certainty to move into advanced development." Offshore magazine digs into the topic. #energy #cleanenergy #carboncapture #infrastructure #investment

I loved working with Professor Kowalczyk on this article for California Management Review. There are so many good sustainable energy projects that could be implemented right now that get delayed or deferred because the capital budgeting playbook used by organizations is outdated. Changing how the benefits and costs of projects are assessed is a key tool to solving the climate crisis. 

In the latest Fortnightly, two views on energy transition (Larry Siegel and Sloane Ortel); thoughts on the business of uncertainty, AKA "investing" (Howard Marks); PE leverage everywhere in the chain (Steven Starr); sequence-of-return risk for institutions (Kevin Machiz, CFA, FRM); skin in the game (Joe Wiggins); and a dozen other topics of importance. https://lnkd.in/dYB8EFqQ

Investing into energy is investing into your future.

Explore the horizon of energy investment https://ow.ly/k8Vp50U4pi2 Uncover how political transitions, private market forces, and the Inflation Reduction Act are transforming investment opportunities. Come together with us to develop strategic, sustainable energy and capital solutions. #EnergyInvestment #SustainableEnergy #WTWNaturalResources

66% of U.S. institutional investors consider or plan to consider the energy transition in their investment decisions. Gauge the pace of the transition using Nuveen’s 10 key indicators. https://bit.ly/4f3TsdE

I’m happy to share that I’ve obtained a new certification: Energy Economics, Environment, and Policy from Asian Development Bank Institute! https://lnkd.in/dC6d6Pke 💡Energy economics examines the balance of supply and demand, price mechanisms, and policy interventions in the energy sector. 💡Key challenges include the shift from fossil fuels to renewable energy, driven by environmental concerns and technological advancements. Policies like carbon pricing and subsidies are essential for promoting green growth. 💡Energy prices directly impact inflation, economic growth, and energy security, which is defined by the "4-A" framework: Availability, Accessibility, Acceptability, and Affordability. 💡For sustainable development, green finance and low-carbon project support, such as waste-to-energy, are vital for a cleaner energy future. #ESG #Sustainability #EnergySecurity #EnergyEconomics

There’s real, tangible opportunity in decarbonizing the economy. Actually getting there will require massive, industrial revolution-scale investment across the global economy - estimated at over $5 trillion annually. That investment must be done in a way that provides more energy - securely, reliably and affordably- to more people around the world, protects national security interests and revitalizes communities. Above all, given the scale of private capital needed for decarbonization, the economics have to work. In an article just published in BusinessGreen, I argue that creating the conditions to tackle real economy challenges requires actors at the intersection of business, capital markets, climate and policy working together. I tackle the energy transition scaling problem and how we need to think differently about capital. In the piece I call for supportive government policy too, which is needed to make the transition economically viable for businesses across the whole economy and ensure coordinated progress, particularly in areas that are interconnected, such as grid capacity and renewable energy. With regard to policy, I also offer a few words of caution: in fiscally constrained times the impulse to substitute initiatives that address the underlying ecosystem and drivers to facilitate transition, with yet more financial regulation (reporting requirements, even more granular transition plans etc) is strong – but it is not the answer.  Regulation to protect against greenwashing is vital and disclosure is important, but neither will create the economic conditions for a commercially viable transition. Check out the full piece here: https://lnkd.in/epsJfwqR #climatetransition #greeneconomy #sustainablefinance #jpmchase

Explore the horizon of energy investment https://ow.ly/eHsH50U4qEb Uncover how political transitions, private market forces, and the Inflation Reduction Act are transforming investment opportunities. Come together with us to develop strategic, sustainable energy and capital solutions. #EnergyInvestment #SustainableEnergy #WTWNaturalResources