Live preview mode. Wire is not yet published.

COP21 is the End of the Beginning

Nathan Lim

Lonsec Holdings

The UN Climate Conference in December is important but will not be the final word on how we are dealing with climate change. We tie the recent announcement by the G7, who have agreed to the “decarbonisation of the global economy over the course of this century” to expectations for COP21. We conclude that, at best, we will achieve a modest global agreement on emissions. However, regardless of the veracity of the agreement, there are five secular trends that will continue to move forward. 1) Coal-fired power generation will be the biggest loser; 2) Emission regulation will move beyond cars and trucks into aircrafts; 3) The continued rise of renewables; 4) Energy efficiency will become more important and 5) Natural gas will fulfil its role as a transition fuel supporting renewables development– look at South Australia. (VIEW LINK)


Nathan Lim
Chief Investment Officer
Lonsec Holdings

Nathan Lim is the Chief Investment Officer at Lonsec Holdings. He is responsible for building and managing Lonsec’s suite of investment solutions, devising strategies for growth and acting as the liaison with the market. Nathan has...

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment