Podcasts about Carbon Tracker

Are we witnessing the beginning of the end for fossil fuels?This Earth Day, Outrage + Optimism explores a seismic shift in global energy: the possibility that major oil and gas companies are entering a self-managed decline. Have fossil fuel companies been overvalued for decades? And are they now quietly winding themselves down? For years, analysts and campaigners have questioned why these companies are valued as if they'll pump oil forever. With rising climate risks, tightening regulation, and growing investor scrutiny, the foundations of their business model have looked increasingly shaky.Now, something remarkable is happening. From Exxon to Shell, oil majors are cutting back on capital investment, failing to replace their reserves, and instead handing profits back to shareholders. Could this be the beginning of an industry in managed decline?In this Earth Day special, Christiana Figueres, Tom Rivett-Carnac, and Paul Dickinson sit down with Mark Campanale, founder of Carbon Tracker and the originator of the ‘stranded assets' concept that helped launch the global divestment movement.Is this truly the start of fossil fuel's final chapter? Or is it a strategic pivot - away from fuels and toward petrochemicals, plastics, and a long tail of influence?Learn more

Markham interviews Janetta McKenzie, Pembina's Oil and Gas Program Manager; Tom Green, Senior Climate Policy Adviser, David Suzuki Foundation; and Maeve O'Connor, Analyst, Oil, Gas and Mining, Carbon Tracker, about the new report Turning Tides: The economic risks of B.C.'s LNG expansion in a changing energy market.

In this episode, host Richard Delevan dives into the aftermath of Hurricanes Helene and Milton and why it's time for North Carolina to sue Big Oil for damages. Joined by Richard Wiles from the Center for Climate Integrity, we explore how oil majors fueled the climate crisis and intensified storms like Helene. We argue that to win in court—and in public opinion—North Carolina must shift the narrative, hold Big Oil accountable, and move beyond cautious rhetoric around 1.5°C - which we discuss with Joe Lo from Climate Home News. The stakes couldn't be higher: the future of climate action depends on it.00:00 Helene, Milton, and the End01:27 Intro08:39 Interview with Richard Wiles, Center for Climate Integrity34:42 World Weather Attribution Presser39:00 W hy is 1.5 hard to talk about?01:00:44 EarthSet event with Semafor's Prashant Rao, CCC's Sophie Vipond, Oxford Net Zero's Matilda Becker & Carbon Tracker's Mark Campanale01:05:54 OutroLinks to some guests and things discussed in this episode:Center for Climate IntegrityJoe Lo at Climate Home News | BlueSky | TwitterWorld Weather Attribution projectEarth SetPrashant Rao, SemaforCarbon TrackerOxford Net ZeroClimate Change Committee Hosted on Acast. See acast.com/privacy for more information.

Hear from Robin Millington, CEO of Planet Tracker, as we discuss how and why businesses should be thinking about their dependencies and impacts on nature. Sustainability is a complex topic, and for a long time, climate has been at the heart of discussion. Other challenges like pollution and biodiversity loss have often been sidelined. Recently however, following the work of the TNFD and others, these issues have risen up the corporate agenda, within the wider context of our impact and dependency on nature. Throughout her career, this guest has highlighted the importance of integrating nature into mainstream business. In this episode, we'll explore: The urgent need to manage climate and nature risks holistically; How our failure to value natural capital correctly is pressurizing the global food system and other key sectors; And the role that financial markets have in creating a nature-positive future. To find out more about the Sustainability and Climate Risk (SCR®) Certificate, follow this link: https://www.garp.org/scr For more information on climate risk, visit GARP's Global Sustainability and Climate Risk Resource Center: https://www.garp.org/sustainability-climate If you have any questions, thoughts, or feedback regarding this podcast series, we would love to hear from you at: climateriskpodcast@garp.com Links from today's discussion: Planet Tracker homepage: https://planet-tracker.org/ Carbon Tracker homepage: https://carbontracker.org/ The Financial Markets Roadmap for Transforming the Global Food System: https://planet-tracker.org/wp-content/uploads/2023/03/Financial-Markets-Roadmap-for-transforming-the-Global-Food-System.pdf Speaker's Bio Robin Millington, CEO, Planet Tracker Having dedicated nearly three decades to environmental causes including climate, biodiversity/nature and wetlands/water, Robin is an experienced senior director with an extensive track record including as a Director with the European Climate Foundation, Founding Director of Wetlands International and Managing Director of the Centre for European Policy Studies (CEPS) in Brussels. Previously she spent many years in the private sector both in consulting and in multinational work. She has an MBA from INSEAD and her BA from Stanford University. She is currently a member of the Supervisory Board of the Capitals Coalition, was previously a member of the Supervisory Board of the Gold Standard Foundation and serves on various advisory committees.

In this episode, John Teahan, CFA interviews Mike Coffin of The Carbon Tracker Initiative. Exploring Mike's background as a geologist and his transition to working at Carbon Tracker, alongside its focus on climate alignment and transition risk. They also delve into the topics of demand, scenarios, energy transition and the future of the oil and gas industry, and the need for diversified economies in petro-states.

Callum Wheeler, CEO of Renewablox, has been involved in renewables for some time, and was a pioneer almost a decade ago in developing a consumer electronic prototype when he plugged a solar panel into the back of an iPad. He has a passion to use energy more effectively - to create progress not just to not use energy. And today he is looking at Bitcoin mining to take advantage of stranded energy in the UK and beyond. What ESG opportunities does Bitcoin offer? Initially, his career diverted for a number of years into healthcare where he was an associate anaesthetic practioneer. Around the same time, he became engrossed in Bitcoin where the underpinning philosophy attracted him. "I guess I began to understand that Bitcoin represents freedom and self-sovereignty from government. I mean over the past 50 years money has become synonymous with government and I see Bitcoin as a way of untethering it." Wheeler echoes Michael Saylor (of MicroStrategy fame) expression that Bitcoin is energy. "I'm fascinated between the ties of Bitcoin and energy - this is the first time you are transferring energy directly into value. Traditionally, energy is seen as a utility - we use it to power our laptops or to boil a kettle. But with Bitcoin we are transferring energy directly into value and that is something that has never happened before. And when you add in renewable energy, it is very powerful." With Renewablox, Wheeler has set his sights on stranded energy in the UK. The Renewablox solution is also universal. It can be applied to any source of renewable energy in any geographic location on a temporary, semi-permanent or permanent basis Stranded energy in the UK Stranded energy is something more usually associated with the oil fields of America, but the startling new reports by financial think tank Carbon Tracker in the UK has shown that curtailment of wind energy has a double whammy of wasting as much as $1.85 billion in lost energy, which then by default added $40 to every household in extra costs. This wind curtailment is mostly due to a not-fit-for-purpose grid system unable to absorb and transmit energy from multiple inputs. It is estimated that the upgrade will not be done for another seven years. Methane gas absorption It is a similar story with methane gas which is considered to be 80 times more damaging to the planet's environment measured over a 20-year period. Methane is produced as a natural by-product and in vast quantities from various sources such as the agricultural and Oil & Gas industries, landfills, distilling, water treatment plants, paper milling and many others. Methane can be "harvested" via Anaerobic Digester (AD) plants. Food and animal waste is collected, processed and broken down at these plants and the methane that would otherwise be lost to the atmosphere is collected and stored in tanks. Then, the gas is sent to generators in a controlled flow to produce power that can be sold to the grid or used onsite. However, like any other power producer, fluctuations in grid demand mean that generators have to be periodically powered down or even switched off, resulting in reduced efficiency, lost revenues and/or possible back up in the production process, which can't be shut off easily. The Renewablox solution solves many of the fluctuation issues and problems associated with it and is already in discussions with various operators in the UK with a view to deploying the first site at the end of 2024. There is also a second - and exciting - application of the Renewablox solution; taking methane direct from the source in industries where it is created as part of the production process, but is entirely unwanted and has to be managed or mitigated by producers. In these cases, removing methane on a consistent and industrial scale often creates additional economies of scale, both in the production of their primary product, but also in reduction of cost associated with the methane management. Renewablox is currently exploring seve...

This carbon special featuring Mark Campanale is one you don't want to miss - we discuss peak oil, Mark's vision for the carbon market, and whether it's reasonable to rely on the carbon market as the catalyst for change. Definitely one for the books. We also answer some exciting questions from our lovely listeners, offer gardening tips galore, and share developments both fun and fund-related!

Coal in China is seeing a multi-year resurgence after years in which the government seemed ready to dial back and ultimately halt coal power construction. Indeed, just months after the 2020 announcement by Xi Jinping on carbon peaking and carbon neutrality, in early 2021 a Central Environmental Inspection Team report criticized the National Energy Administration for approving too much coal and ignoring environmental policy goals (albeit on air quality, not carbon). The report stated that NEA had ‘built what shouldn't be built (coal, coal power lines), and not built what should be built.' China also committed internationally to ‘strictly control' new coal capacity through 2025, after which coal power should decline. Ironically, that CEIT report was just months before a major new coal boom in China began, which kicked off even before power shortages in late 2021 that were caused by high coal prices and then further power cuts in 2022 caused by hydro shortfalls in some regions.  Our guest for this episode is Sam Clissold, analyst with Carbon Tracker. Sam has deep expertise and experience looking at the pipeline of coal power projects in China and analyzing the potential economic risks of stranded assets they pose. Topics we discuss: China's coal plant pipeline and what's driving the increase. What happened to the plan to 'strictly control' new capacity? The geography of new coal - where is new coal being built? What are the economics of making coal more flexible to balance renewables, and does this cost potentially lead to asset stranding? Why is coal booming in Guangdong? To replace gas?  Plans to introduce a capacity payment scheme to subsidize coal power. The overall scale of the coal power stranded asset risk and its size relative to China's economy. For further reading: Sam Clissold, ‘Balancing Act: Stranded Assets and Flexibility in China's Power Sector,' Carbon Tracker, 30 March 2023, at https://carbontracker.org/reports/balancing-act-stranded-assets-and-flexibility-in-chinas-power-sector/. Episode producers: Joyce Yuan (production) and Anders Hove (host) Join us on Patreon! https://www.patreon.com/EnvironmentChina   

Un nouveau rapport de Carbon Tracker constate que les grandes sociétés pétro-gazières mondiales sont loin de consentir aux efforts nécessaires pour limiter le réchauffement planétaire et ont parfois fait reculer leurs engagements. Learn more about your ad choices. Visit megaphone.fm/adchoices

Recently Steve was commissioned to write a report for Carbon Tracker, an independent think tank offering in-depth analysis of the impact of climate change and energy transition on the finance industry. Inside “Loading the DICE Against Pensions” he looks at the reasons why pension funds have vastly underestimated the impact of climate change on investments. He talks through the issues with Phil, who asks, even if we know how bad the situation is, how will it change where we put our money?You can download the full report here: https://carbontracker.org/reports/loading-the-dice-against-pensions/ Hosted on Acast. See acast.com/privacy for more information.

Gas and oil production in California has been on a slow decline for decades, and more than a third of unplugged onshore oil wells are sitting idle. Those unplugged wells can leak methane, brine and carcinogenic chemicals — and are vulnerable to geological risks like earthquakes and landslides. A first-of-its-kind study, published by think tank Carbon Tracker, looks at the massive costs of decommissioning and cleaning up wells. With the costs of cleaning up exceeding the industry's future profits by billions of dollars, the shortfall could mean that taxpayers are on the hook. We learn more about the study. Related link(s): Carbon Tracker, “There Will Be Blood: Decommissioning California's Oilfields” ProPublica, “It Will Cost Up to $21.5 Billion to Clean Up California's Oil Sites. The Industry Won't Make Enough Money to Pay for It.” Guests: Mark Olalde, reporter covering the environment in the Southwest, ProPublica; reported the piece, "It Will Cost Up to $21.5 Billion to Clean Up California's Oil Sites. The Industry Won't Make Enough Money to Pay for It." Dwayne Purvis, founder and principal advisor, Purvis Energy Advisors; report author, "There will be blood: Decommissioning California's Oilfields"

La COP27 entre dans sa seconde semaine à Charm el-Cheikh en Égypte. À l'occasion de cette Conférence pour le climat, le cabinet BloombergNef a publié un rapport qui pointe la faiblesse des investissements dans les énergies renouvelables en Afrique. Le niveau de ces investissements en énergies renouvelables en Afrique est même considéré comme « alarmant » par BloombergNef. L'an dernier, ils sont descendus à leur plus bas niveau en onze ans. Ils ont même accusé une chute de 35% en 2021 par rapport à 2020 alors que pendant ce temps, ils ont augmenté de 9% au niveau mondial. Sur les 434 milliards de dollars investis dans les renouvelables à travers la planète, seulement 2,6 milliards l'ont été en Afrique pour tout type de renouvelable solaire, éolien ou encore géothermie, soit 0,6% du total mondial. Un énorme potentiel pour l'Afrique En particulier en ce qui concerne le solaire. L'Agence internationale de l'énergie a calculé que 60% des meilleurs emplacements pour produire de l'énergie solaire se trouvait sur le continent. Mais, pour l'instant, il n'abrite que 1,3% des capacités solaires installées dans le monde. Des capacités concentrées dans un petit nombre de pays. L'Égypte, le Maroc et l'Afrique du Sud en accueillent les deux tiers. ► À lire aussi : Africa Energy Forum: comment l'Afrique pourrait être couverte par les énergies renouvelables Le Kenya dispose aussi d'un mix électrique assez largement orienté vers les énergies renouvelables – la géothermie et l'hydraulique principalement – et s'ajoute à la liste des pays qui concentrent les investissements. Qu'est-ce qui limite ces investissements ? Certes, 86% des pays africains se sont fixés des objectifs de long terme sur les énergies dites propres contre 57% en 2019. Mais le rapport estime que les mécanismes de mise en œuvre sont restés faibles. Parmi les points qui devraient être améliorés selon les auteurs : la planification pour favoriser l'expansion des réseaux électriques ou les conditions d'achats et de ventes. BloombergNef suggère un recours plus fréquent aux systèmes d'enchères ou d'appels d'offre. Une meilleure connaissance des opportunités liées aux renouvelables par les investisseurs pourraient également contribuer à lever des barrières. Et les investisseurs privés ne sont pas les seuls à avoir un rôle à jouer. Le financement, l'une des clefs pour une économie décarbonée Or, les pays développés, qui ont, eux, largement bâti leur richesse avec les énergies fossiles, ne respectent toujours pas leur promesse de porter à 100 milliards de dollars par an leur aide destinée à la réduction des émissions et à l'adaptation aux impacts. La question de l'offre « d'alternatives technologiques et financières conséquentes » pour la transition écologique était au cœur des discours des autorités congolaises lors de la pré-Cop le mois dernier à Kinshasa. En attendant, la RDC, tout comme le Sénégal, clame son droit à exploiter ses ressources en hydrocarbures récemment découvertes. À la tribune de la COP27, Macky Sall, le président sénégalais a appelé à « une transition verte juste et équitable en lieu et place de décisions qui portent préjudice au processus de développement » de son pays. Un point de vue qui n'est pas partagé par tous. À Charm el-Cheikh, des militants pour le climat s'inquiètent de la ruée sur le gaz des Européens. Thuli Makama, d'Oil Change International, estime que la soif des Européens provoquée par la guerre en Ukraine sera « de très court terme ». L'avocate et militante d'Eswatini craint donc que les pays africains qui auront investi dans de nouvelles capacités resteront avec « des actifs échoués », c'est-à-dire des produits qui perdent leur valeur, « des frais de dépollution et toute la dévastation qui accompagne cette industrie. » ► À lire aussi : L'Afrique du Sud a du mal à abandonner le charbon face à la hausse de la demande Un danger pointé par un rapport que Carbon Tracker vient de publier aujourd'hui. Les auteurs prédisent un affaiblissement des investissements occidentaux et conseillent de parier sur le solaire. Selon Carbon Tracker, l'Afrique pourrait bondir des 14 gigawatts de capacités solaires actuelles à plus de 400 gigawatts d'ici à 2050. ► À lire aussi : tous nos articles sur la COP27

Twit Elon Musk may be tarnishing the Tesla Brand as we navigates his way through Twitter ownership. The European Union bans the sale of new combustion vehicles by 2035. Small modular nuclear reactors largely rely on highly enriched urnanium that only comes from Russia. So that's a problem since Russia invaded Ukraine. A large bank is getting scolded for greenwashing during last year's COP climate conference. Turns out they're really into financing fossil fuels. The IEA says carbon emissions will peak in 2025, sooner than previously thought. Why? Thanks to Russia invading Ukraine.  British PM Sunak may attend COP 27 afterall. King Charles would like to join him but the government won't let him. Cruise ships are way worse than travelling by airliner for carbon emissions per person, per mile. James gets angry at a Nissan ad starring Brie Larson telling people to buy a gas guzzler and not wait for 'furturistic' EVs. Beyond Catastrophe A New Climate Reality Is Coming Into View By David Wallace-Wells Here's a gift link to the article discussed in this week's episode (no paywall): https://www.nytimes.com/interactive/2022/10/26/magazine/climate-change-warming-world.html?unlocked_article_code=00s0e3fyPujeR6ZZPUmwythO-8EhSgezVhODl8kPm8RXKmxbQukf9ee3Hcyz34OSNFIlx_wXLHnIAbMr3aG5ahMgZRr6zucMwAKyLgCGIuYs2KUa8oicAdA8QzdXJq-8Fs549_949iEdGZggYwjrJ8ZC_eCqz69i5w2sB6YaBtzpBxTBCvKtqDF_VXY0UX0wpOj3jgMywSImQs7H9N3Zgt4tHB0bvqWkQZEmhxvReOE0aeg5QH-soag4aQXaWlDLeE3eR2wi35ecfN3tClOHfo6s-_gGy8226ulDDtGrzdRXOLu6DSz6YiaavnDBPvYZsMNpYUzizeei992Es3rv1AUMLc_9dCsM57OnlSkd8R93De1uRcwl&smid=share-url Thanks for listening to our show! Consider rating The Clean Energy Show on iTunes, Spotify or wherever you listen to our show. Follow us on TikTok! @cleanenergypod Check out our YouTube Channel! @CleanEnergyShow Follow us on Twitter! @CleanEnergyPod Your hosts: James Whittingham https://twitter.com/jewhittingham Brian Stockton: https://twitter.com/brianstockton Email us at cleanenergyshow@gmail.com Leave us an online voicemail at http://speakpipe.com/cleanenergyshow   Transcript Hello, and welcome to episode 137 of the Clean Energy Show. I'm Brian Stockton. I'm James Whittingham. This week, it's not just natural gas that comes from Russia. So that's the specialized uranium used in small modular nuclear reactors. Whoopsy. The European Union has officially banned new combustion and cars in 2035. Now. If only they could ban the Eurovision song contest. A large multinational bank is getting scolded for greenwashing. Brian I'm old enough to remember what a multinational bank greenwashed. It meant laundering money for criminals. According to the IEA, carbon emissions will peak in 2025. They also said our podcast peaked in 2020, which I thought was kind of me. Why do they keep studying us? Anyway? All that and more on this edition of the Clean Energy Show. And welcome, everyone, to our weekly podcast on climate and clean energy. If you're new, be sure to subscribe to get all of our episodes delivered to you weekly. More on the show. Brian we have is Twitter owner Elon Musk damaging Tesla's brand? Answer is yes. Will British PM Sunak attend Cop 27? And will King Charles be jealous? Answer is also yes. Well, I'm spoiling everything. SMRs have a geopolitical problem thanks to Russia invading Ukraine, poland bosched its nuclear ambitions and is now letting foreigners run the show. And how Africa can benefit even more than the rest of the world by installing renewables. And that's just the tip of the iceberg. All kinds of stuff we're talking about this week. So much stuff to do. So one thing I wanted to catch up on, which I just sort of mentioned off the cuff last week, we somehow started talking about a transatlantic cruise. Something I've always wanted to do is take a cruise across the Atlantic rather than airplane because it would be sort of old fashioned and fun and less stressful than plane travel. I've always wanted to do it, but I've done some googling and it turns out, in terms of a carbon footprint, taking a ship across the Atlantic is worse than flying. But, yeah, I just wanted to follow up because I didn't sort of cite any sources last week because I just kind of mentioned it off the cuff. But if anyone wants to Google that, there's sort of a few articles here, but there's one from the Guardian that's way back from 2006, and it quotes Climate Care, which is a carbon offsetting company, and they calculated it at 00:40 3 passenger mile on a cruise ship and only .25 for a long haul flight. So point 43 versus point 25 for airplane travel. So, yeah, it does appear that taking a ship, one of those big cruise ships anyway, like, maybe you could still away on, like, a cargo ship that's going anyway. I mean, that'd probably be well, they put swimming pools on those ships, multiple swimming pools, ads on my social media. They've got a go kart track on the top of one of these cruise ships. Really? Wow. Jeez. I'd like that. Hopefully there's a barrier so you don't fly off into the ocean. Yeah, cruise ship. It's like you're moving basically a small city across the ocean. So I guess we shouldn't be surprised that it's worse in terms of carbon emissions. And then also possible, like, they sometimes do things like burn their waste because they've got so much waste on a ship and things like that are not good. We should have done something on a sustainable Halloween because it was Halloween last night. And what's your favorite Halloween candy? You're not known for your sweet tooth, I'll say that. Yeah. What did you steal from the kids, Brian? Come on, be honest. Well, we had some, like, Swedish Berries that were pretty good. Those are good, aren't they? They do really ring the bell in the old brain, don't they? They're nice. There are a lot of things. My least favorite is smarties. I have a box right here. Oh, I like smarties. You're the guy who likes smarties. Smarties. I looked this up yesterday, is at the bottom of the preferred candy lists all over the Internet. At the bottom. Wow. I like smarties. You like smarties. And I'm going to eat them right now out of not spite, but because I have to. And also, I will point out, you know, the candy that we call rockets, a little sugar candy, in America, those are known as smarties. What? Yeah. They don't have smarties like we have smarties. Really? Yes. Smarties here in Canada are kind of vaguely like an eminent M. It's a chocolate covered candy covered chocolate in different colors, but they're not very good, the M and Ms. I will tell you, this is a knowledge that I have deep knowledge of candy have ground up peanuts in the shell, which is why you cannot, if you have a peanut allergy, eat M and M's chocolates. These do not. And I really noticed the flavor difference. Like, they have a flavor to their shell in M and Ms. But do you see M amp M very much? No. We had a lot of help. Do you have trick or feeders? Did you do that? Yeah, just maybe a couple of dozen. Well, that's pretty good. My son was texting me all night from his great uncle's house in town where he goes to university. And his uncle, who's 83, and his twin lives in Regina, is very close to us, his sister, and he was giving out he didn't give out anything last year, so when my son was there so my son was kind of wondering what Uncle Gary gives out christmas oranges. He gives out oranges. Interesting. And my son was very upset by this, but then it got worse because then Uncle Gary made him hand out the oranges and accept the wrath from the kids. How embarrassing. Apparently, there was a meme to give out potatoes, so people were giving up potatoes this year. We did that as a joke. We had some potatoes lying around and we said we should give those out. The thing is, Brian, people are paranoid, even when we were kids about Halloween, catty rather, and those oranges are going to the landfill. Yeah, probably. Maybe one in 20 will be eaten. I bet you most of them will be thrown out, especially when they're handed to a long haired teenager. There are already reports of marijuana gummies getting into the Halloween supply in Winnipeg. I'm sure it's possible, although they're kind of expensive. That's kind of an expensive maybe you get high, you make mistakes, Brian. I don't know. The other thing I want to mention is I've got another Tesla appointment in Saskatoon on Friday. I'm starting to have troubles with the heat again. Something like that kind of happened last winter where it seemed like it was not blowing enough heat, but it never put up an error warning or anything, so I was never able to kind of get it fixed. But now there's a little error warning, so I got to make the drive up to Saskatoon on Friday to see what's up with that. Did you Google the error warning? Nope. No, I didn't. It just said, Climate keeper not available due to system fault. So there's some kind of system fault and they're going to see me on Friday. Well, we've had above normal weather, but it's going to cool down and good luck. It's going to be very cold very soon. It works for a little while, and then you're driving around and then suddenly it's blowing cold air. That's going to be an unpleasant 5 hours of driving then potentially, yeah, the temperatures got to dropping a bit by Friday, so we'll see. It kind of comes and goes. So hopefully I'll just warm, I should say. So let's see what's the Friday forecast here. Checking the weather here and to see if Brian is going to be available for next show. So this is a scheduling issue here that we're looking at. Will Brian be dead Friday? Five plus five plus five. Celsius and sunny. So the sun really makes a difference. Is the middle of the day you're going or I haven't decided if I'm going to go the day before or not. Oh, because you're going to make a trip out of it. Hit the restaurants, the museums, everything in your retirement is a tourist activity. It's just totally even with your snowden, it's like, oh, this is great. I got nowhere to be. It must be good. The big discussion topic this week is Elon Musk, because he is the head of Twitter, and he was the head is the head of Tesla. Now, Tesla is an important company in the energy transition, and we've been following every eye glitch of Musk for 20 years, and now he's gone off the rails. I think the discourse in America is about to get way worse, thanks to new Twitter CEO Elon Musk. Musk took over the Twitter on Friday, and immediately there was an explosion of hate speech, including use of the N word on the platform, which jumped 500%, leading Twitter to change the landing page from what's happening to Me. Because yesterday Musk replied to a tweet from Hillary Clinton about the attack on Paul Pelosi that condemned the violence and conspiracy theories with a link to a homophobic conspiracy theory blaming the victim of the violence. That's not just awful, that is beyond the pale. And so is Elon Musk bathing picture of Elon on the beach. But anyway, very pissed. My point is, as you can hear from the audience, he's becoming not a happy, popular guy anymore. Used to be no one knew who he was, right? I bet when you bought your first Tesla stock, 99 out of 100 people wouldn't know who he was, practically. Or maybe not that extreme, but a lot of people didn't know who he was, and now he's a villain. It's almost like, Let Trump on Twitter so that Musk is not the biggest villain. So my question to you is, as a loyal fan who has not broken down yet and has total faith in Elon, when's your faith going to crumble? What's it going to take? Is he going to have to invade Poland? What's going to happen? Say, I have faith in Elon. I have faith in Tesla. Like, the mission of the company is solidly on track. They're doing great. I don't know. It's not like this is going to derail what Tesla is doing. What happens if he starts doing crazy things? I know he mentioned in the last conference call for shareholders that he said something about, in case I go crazy. This is like the backup. Like, they can take over and do things. So it's almost like he was seeing it coming, but he's getting kind of Kanye. I'm just waiting for antisemitic tweets and then anticlimate tweets. I've predicted this for a while. I can see it coming. And it was like five years ago, I saw an interview with him where he was interviewing okay. An attractive woman was interviewing him for a network, and he started flirting with her. And I thought, this is kind of unhinged, especially since he just ended one marriage. He was about to get his next. He said, you do know anyone I could date in the middle of an interview for a business channel? And it was just so bizarre that I started to lose faith in him and started to question. It just makes me nervous. It makes me nervous. And now he's trying to make people with blue ticks on their Twitter account pay $20 a month to have your verified account. Well, as we said many times, clean energy is going to win because it's better and it's cheaper. So whether he charges people on Twitter, I don't really see how that affects Climate Change. I see it as he's making stupid decisions. And I'm worried that those stupid decisions could make it into Tesla. And I asked myself, like I've said this before, what does it mean for Tesla to have a person, like, go off the rails? Who's running the company. Are they stable enough now? Does it matter anymore? Is his ingenuity, the things that he's developed, like solving problems. Like it costs too much. So we'll make one giant piece out of one casting machine. We'll build the machine that makes the machine. If that goes away, is Tesla still I mean, if he's wrapped up in cellophane somewhere, talking to himself, can the clean revolution go ahead? That's my question to you. And you say it's probably okay, but I worry about it. Yeah, because clean energy is better and cheaper. So, you know, all this just seems like a distraction. And, you know, here's another thing, Brian, and this is going to be a tough one for you. I have less of a desire to own a tesla than I did two weeks ago. And I think that's true for a lot of people. Yeah. And I think that could continue and it could get worse, because he's gathering up all this storm of disdain for him that people could be ashamed to drive a Tesla one day instead of proud of it. And that I worry about because of the company's bottom line is not good if it slows down. The fact is, that's not going to be an issue for a long time because there's just so much demand, which we talk about every week on our show. Now I'm blocking anyone who serves me an ad on Twitter because GM said that they were going to stop temporarily serving ads. That didn't last long because I started getting GM ads again. Really? Yeah. So maybe it's a Canada US. Thing. Maybe they're still doing it in Canada. Well, it's true. I didn't get any ads at all when he took over Twitter for about two days, and then GM came back on, so I blocked them. And that's the one thing I might actually buy, is a GM car. Right. So they know that. And it's just kind of weird, because if everybody who has a blue check mark pay the $20 a month, it would be like $75 million, which is a drop in the bucket compared to the 5 billion in advertising. Right. So it doesn't matter. So if you drive people like Stephen King off there was a funny joke, one of the late night shows that I think maybe it was Saturday Night Live. The joke was. Why is everyone so upset that Elon Musk could ruin Twitter? I honestly don't understand why people are so worried that Elon is going to ruin Twitter. As if it's this beloved American institution. It's not like he bought Disney World. It's like he bought the rest of Orlando. It's already bad. It's a cesspool. Who cares if you think it all it is now is slightly better than Facebook. Like, that's all you can say about it? Well, I felt less guilty about it since I don't know. I mean, I will give him the benefit of the doubt for a while and maybe he can clean it up. But so far so far his steps are not indicating that that will happen. But if he could get rid of Bots, that would be a good thing. Bots drive the discourse, apparently. Some people think. Yeah, I don't know, I just think maybe you're getting sucked into the Clickbait news cycle. Like, everything to do with this is fantastic. Clickbait. So whether it's positive or negative, this stuff just generates tons of publicity. I mean, he's only been running it for like, three days. Why do we all fired everybody? He's appointed himself king. He's like there's a skyscraper by himself in his underwear doing God knows what, and it's still better than Face. All you have to do is look at Mark Zuckerberg, who would win in a nude wrestley match? Zuckerberg musk. I think Zuckerberg worked because he's studying martial arts. But anyway, I'd like to see that. A tan off. They should do a tan off. They should. And see who burns the most. Get outside of your basement, people. I got mad. I saw an ad the other day, which apparently was I researched it. It's been around since June and I think that you've seen it before and I just didn't pay attention. And it's a Nissan ad from the company that makes my EV that I love. And it was the first EV mass produced, but they haven't made one until now. OK, this is important. Context. They started in 2010 making the Nissan Leaf the first mass produced all electric vehicle. And just now you can order not yet a Nissan area, which is a small SUV. Right. So then the guy who came up with that program, initially he's in jail and sought to be in jail. I can't remember Carlos, so we'll see about that. Yeah, Carlos going, I think he escaped. I think he's fine. So this is an ad, and I'm going to play right now with Brie Larson doing an ad that I don't care for. In the future, we'll travel to incredible places with the help of magical technology. But what about today? I want my magical future now I have places to go. I can't wait for what? Tomorrow we'll bring. But in the meantime, let's enjoy the ride, because you don't have any EVs to sell. You more on Japanese company who are guest EVs. So I can't see the pictures for that ad, but presumably it's an ad for combustion cars. You don't need to see it. You can hear the car going, Vroom. And in the beginning there's flying cars, but that's fantasy electric future, that's going to be wonderful. I can't wait for it. But until then, well, the thing is, you and I and our listeners know that then is now. Go and buy an electric car. You can find one if you try hard enough. And God knows people do try hard. We retreated something from dawn the other day that a writer for, I believe, the Toronto Star or a photographer went to great lengths. He went to James like lengths to get an electric car. He went up to campus gasing a long way and there wasn't even a bus service. He had to catch a ride to get to a small town to buy Chevrolet Bolt EV because they had one in stock. So it was one of those crazy things, still a short supply. If you only kind of want an EV, you're probably not going to get one because it's too much work. The Financial Times says that Rishi Sunak has opened the door to a possible uturn over his decision not to attend next or this month's UN Cop 27 climate conference in Egypt. This is growing criticism from Tory MPs about him not going. He said he was pressing business and can't go. And we have a story about fossil fuels paying him money as well later in the show. So I just thought he pointed that out. I also thought I'd throw out that Prince King Charles wanted to go and the government wouldn't let him. It's like, wasn't a king get to do whatever he wants? Yes. Isn't that the whole point of being a king? He says no, your first thing should be a big thing, like a trip to Canada. Screw this. Why? You live in Canada. We don't want you here. Go to the conference, make an impact. He is going to host something, though. I think we'll cover that later in the show, too. And Brian, I wanted to talk about a big feature that I read and listened to in the New York Times from David Wallace Wells. It was a feature in the New York Times Magazine on the weekend. I don't know if you caught it or not, but it was about our climate future and how our climate future is coming into view. We are starting to know what things will look like based on global warming and based on what we have to fight global warming. So it says, just ahead of top 27, the climate future looks both better and worse than it did a few years ago. Related action has made worst case scenarios much less likely, but delay has made best case outcomes impossible too. So where are we headed? And this is a big, big article. The audiobook highs it. They hired an audiobook type reader to read it. Wow. Among energy nerds, the story is well known, but almost no one outside the insular world appreciates just how drastic and rapid the cost declines of renewable technologies have been. That's us. That's us and our listeners. Yeah, we're the insular world. We know what's going on, don't we? We should hire that guy to read our podcast. That was great. Since 2010, the cost of solar power and lithium battery technology has fallen by more than 85%, the cost of wind power by more than 55%. The International Energy Agency recently predicted that solar power would become the cheapest source of electricity in history. And a report by Carbon Tracker found that the global population lives in places where new renewable power would be cheaper than new dirty power. The price of gas was under $3 per gallon in 2010, which means these decreases are the equivalent of seeing gas station signs today advertising prices of under fifty cents a gallon. The markets have taken notice. This year investment in green energy surpassed that in fossil fuels, despite the scramble for gas and the return to coal prompted by Russia's invasion of Ukraine. After a decade of declines, supply chain issues have nudged up the cost of renewable manufacturing. But overall, the trends are clear enough that you can read them without glasses. Globally, there are enough solar panel factories being built to produce the necessary energy to limit warming to below two degrees. And in the United States, planned solar farms now exceed today's total worldwide operating capacity. Librike has taken to speculating about a renewable singularity beyond which the future of energy is utterly transformed. So there you have a big long clip from there, and I recommend reading or listening to it on The New York Times. And you know what I can do? I have a subscription. So you know I'm cheap, my listeners know I'm cheap. But I do have a subscription to The New York Times, and I tried to cancel it because I was saving up my money for other things and they said, well how about fifty cents a month? And I said okay. So yeah, I got it down to month. Not bad for a while. A few years ago I subscribed to the physical copy of the Sunday New York Times. You can actually get that delivered in our city in the middle of nowhere in Canada. It wouldn't come until like Tuesday or Wednesday. And I think you still can get the physical Sunday New York Times delivered to your house. Well, that's pretty cool. It must have been pretty big as well. I had a magic. Oh yeah, huge and thick. It was super fun. It's kind of expensive, so I only did it for a few months, but it was super fun. Our newspaper here used to be big and then it got smaller and smaller. Now it's like a leaflet that's just kind of a story for local news everywhere these days in the internet era. Anyway, since I have a subscription, they let me put out ten gift links per month. So I will put a gift link in our show notes, which as many people as possible or would like, can use it all tweeted out as well. And if you don't go to the Times on a regular basis, I think we give you five articles a month, so won't even matter. But anyway, I'll do that. So let's get on with the show. Okay, so the European Union has now officially banned combustion vehicles from the year 2035 onwards. Wait, I have to get the oil band thing going. Oil band? We don't get to use that every day. Brian we should get it. We always have that. We got to use the oil. Okay, so, yeah, 2035 onward, no more new combustion vehicles can be sold in the EU, which is great. There's another oil band, but it makes me think of so I knew we were going to talk about Tony Siba later on in the show. Prognosticator tony Siba, who has been predicting the end of fossil fuels for quite some time now, and he's got a couple of new videos out on his YouTube page, if you want to look for them. Tony Seba but one of the stats that struck me was because of what's going to happen with transportation as a service, which is like robotaxis or even just electric cars, one of his charts on the new video, and he's had similar charts to this before, but he thinks by 2030, it's 90 or 95% of miles driven, will be electric just by 2030. So, as I've often wondered, it's like, is 2035 even going to do anything? I mean, it may be essentially already banned by 2030 anyway, just because once electric cars exist, and especially if they're autonomous, you're just going to start driving more miles electric. Just like in our house, we have a gas car and an electric car, while we use the electric car way more often, like once that option is available to people, you know, the use of combustion cars to get around is going to absolutely plummet by 2030. There's an interesting stat that I saw in one of those videos that I hadn't seen before, and it was that with transportation as a service now, we should explain that maybe that's like Uber without a driver, and you might subscribe like you do to Spotify or to Netflix, you might pay $20 a month. You might pay $100 a month at first, you might pay an annual fee, but you'll get access to that car service whenever you need it to get to the subway station, to get to work, to whatever you want to do. And it should be roughly one 10th of the cost of owning a car. And he pointed out that it would be less than just the price of gas to travel that distance without the car, without the payment on the car or the charging of the car. All that is less than just the gas for the same car. So, yeah, it's quite a disruption. And I know that many listeners don't believe it, and it is hard to believe that it's coming, but it will come, and it's a question of when. And you can argue about that all day. But I have a story from China later. On that talks about what they are doing, and they're kind of following what Tesla is doing, but with more sensors. We'll get to that later. It's very interesting. And the idea is, I don't know what you pay for your car, but you pay, you have to pay. Well, I'm not going to get into your personal life, but a lot of people go, and they would have a car payment, okay? And they would pay four, five, six, $700 a month, depending on what kind of a car you buy. And then you put gas in it, and you buy insurance and you do maintenance and all that over the course of however you decide to own that, whether you lease it for three years or own it for ten, it is going to cost you X amount of money per month. And that disruption is it's going to be a lot cheaper to just say, okay, forget it. I'm in Canada. It's -1000 out the car is going to pull up in 30 seconds or two minutes after I punch it in on my app. And it's going to be warm. I don't have to warm it up. It takes me somewhere. I'm not going to get into an accident because it's going to drive perfectly and I'm going to do work. I'm going to surf the web and check out what Elon is doing on Twitter, because that's very important or whatever. That's the way the future is, and it's bound to happen by 2030. And I was reading today, people think that a lot of different companies will probably reach that threshold at the same time, and it would be a question of who can deploy it the quickest. And Tesla may or may not have an advantage. We'll see on how that works out. You know what we should do, Brian, next spring, a year after we did our automation test in your car? It's easy for me to say now because I'm committing to something six months from now, we should do it again, same trip, and see how it does then. Hopefully the construction is gone. It's funny because the car almost if we didn't intervene, the car would have gone into a construction site with an open pit. Well, somebody actually did that the other day in our city and went into a pit. Yeah, it was very unpleasant for them. They're okay, although not an autonomous not an autonomous car, but they might have been driving pretty stupidly autonomous from their mind, perhaps. Possibly. Texting SMR fuel is mostly coming from malaria. I saw this on our local newspaper, speaking of our local newspaper or pamphlet, and that is because three provinces in Canada have invested millions, committed millions of federal governments, committed a lot of millions stupidly. To small modular reactors, which don't exist except on paper for the most part. And the thing about these that this pointed out is there's a lot of different reactors, okay? But some of them, most of them require specialized uranium that is high in content. It says natural or uranium is about zero 7% uranium 235. And hellyu is a lot of these reactors are way up at 20%. So that's many times more. And only Russia has that. And guess what? Russia's at war with the world, essentially. Yeah. Well, what about us? We have uranium here in our province. Not that kind of stuff. No, it's no good. It's common blue collar uranium. It's not the good stuff. Right. But guess what? Our premier here in our jurisdiction said, hey, we want the reactor that uses our uranium. So that's a different kind of reactor. And the fact that there are all kinds of different kinds of reactors on paper using different fuels just prevents it from ever being close to cost competitive, which is what we argue on the show. And it's just so sanctions against Russia's cut off the supply. So that's delaying this. And the thing about SMRs is that they're going to take a long time, and the carbon in the atmosphere filling up like water in a glass. And we have to fight that drip as fast as possible and get it down as fast as possible. So, Canadian uranium mines, we do mine uranium here, but we've never built an enrichment capacity because can do reactors the reactors in Canada used to build in the run on fuel that doesn't need enriching. So that's why we don't have it. But Russia does. Anyway, I just want to point that out. It's one more check against SMRs overall that would delay and possibly make them less cost competitive. Well, and that leads us into the next story, which also involves Russia. And this is from the Guardian and the International Energy Agency has released new statistics that say that 2025 will be the peak year for carbon emissions. And basically what they say in the report is this is accelerated from what it was because of Russia's invasion of Ukraine that everybody has kind of accelerated in a good way. You want to point out that this has moved up. Yeah, that's right, because no one really wants Russia's dirty oil. Everyone's plans to accelerate the clean energy. It's all accelerated. And so 2025 is looking like the peak in terms of emissions. Every year when the climate conference comes, we get inundated with all these studies and reports and it all drops at once and we should hire more people next year. That's all I'm saying. It's just a lot of stuff to COVID anyway. The UK's Advertising Standards Authority has banned two HSBC advertisements, advertisements for misleading the public about its efforts to tackle climate change. This is a bank. What is HSBC stand for? Well, it was the Hong kong bank or something, but I don't know, I think they changed their name. Anyway, they're one of the major banks in the world. And during the climate conference, cop 26 in the UK last year, they were advertising things. I've got a picture of it here. It says, Climate change doesn't do borders and we're great. So they're misleading the public, is what they are accused of, about its efforts to tackle climate change, marking the first time this is the first time ever the regulator has taken action against a bank for green washing. And banks, as you know, Brian, are very important in this, but they can't be green washing. And basically, this was seen at a bus stop in London and Bristol and other places like that, and two ads presented as a force for climate good, while making no reference to the climate's ongoing commitment to underwriting fossil fuel projects. That's the issue. Yeah. Well, that's great. I mean, we got to hold people to account when they're just green washing. It sucks. It does. And banks, people are putting pressure on banks, shareholders and customers, and corporations are putting pressure on banks to stop this. And I hate to say it, but fossil fuels are just they're fighting a big fight against losing their power and they have to lose it, they have to go away as fast as possible. And it's just so much of this is going on that I'm glad people are fighting back against it. Yeah. And of course, in the midst of all this, we sometimes talk about hydrogen, which is, of course, one of the potential fuels of the future, especially green hydrogen. And we reported a few weeks ago on the first hydrogen trains that are now operating in Germany. Anyway, I've come across a new website I've started to read only recently. The website is called Hydrogen Insight and it's a news site to do with news about hydrogen, but I'm still kind of assessing it. I'm a little confused by this website because I know a lot of the stories seem to be negative about hydrogen, really, so I'm not quite sure what's going on there, if anyone knows what Hydrogen Insight is all about. And not to say that it's not like fake news or anything, like it's a hit piece kind of website or anything, but I just assumed that a website called Hydrogen Insight would be kind of promoting the hydrogen industry. But anyway, the German government has kind of released a report about the cost of this and basically decided that they wouldn't do any more hydrogen powered trains because it's not cost effective. So the different types of trains so they're saying €849,000,000 for a hydrogen version of a specific train, compared to only 506,000,000 for a battery hybrid, or only €588,000,000 for a conventional electric train. And a lot of trains in Europe run with overhead wires electrically, and it turns out that's the cheapest way, which is, again, one of the things we've always kind of wondered about hydrogen. It is a potential part of the solution, but is it cost effective? And it turns out, in terms of trains, it's not. And like other new technologies that we may or may not need, it's going to take a while to become cost effective if it does, if it ever has even a chance to. But right now what we have to do is replace bad hydrogen with green hydrogen and work on that for the next ten years and get green hydrogen to replace anywhere where we use regular hydrogen or fossil fuel generated hydrogen, such as cement plants and fertilizer production and stuff like that. Yeah. And presumably these costs will improve over time and the hydrogen will get cleaner over time. But if you can just build an electric train, maybe just do that. So Poland is looking elsewhere for nuclear plants. This is from the German news agency DW. After years of shelves plans to build a civil nuclear capacity in Poland from scratch, the energy crunch caused by the war in Ukraine and lower gas supplies from Russia and lack of intermediate immediate renewable substitutes have kicked the issue back up to the political agenda. So Poland is likely to choose the United States engineering firm Westinghouse Electric to build its first nuclear power plant and provide 49% equity financing for the project. Stateowned Korea hydro nuclear power may also be involved. So Korea in the United States in a separate and parallel private nuclear project. However, Brian Greenpeace has been speaking out against this and says the issue of costs piled on unrealistic expectations, on issues of financing, based on unrealistic expectations of market changes delivers, in the end, an unfinanceable project. So they don't think that this will be financed without government paying for it. That's kind of the issue of nuclear these days is private financing. Private investment is not there for it, and then nobody wants to do it. So it's incumbent upon governments to do it or you and I taxpayers. And that's not, in our view, a good thing. So Greenpeace goes on, but at a certain moment, it will hit a wall, and there is less than a 1% chance that nuclear power plants in Poland will be added to the grid before 2050. Well, I mean, I'm not sure where they get that precise figure of 1%. It's an opinion, but still. You know what? It bothers me, though, if it was private companies doing it, that's one thing. But it's always going to be governments. I mean, here in Canada, these SMRs that may or may not from the fossil fuel conservative governments that are driven by hanging on to fossil fuels with their buddies are going to waste all of our money and bankrupt us if we let them keep doing this. Anyway, aside for the tweet of the week. So Tony Seba, as you mentioned, is active. They've wakened him up and dusted him off. He is sort of a guru to us. He's that guy who has been doing it for ten years, twelve years even, and it's ridiculous. His targets are still lining up, his predictions are still there. And it's not hugely innovative stuff he's doing. It's a cost curve. If a new technology comes and you make enough of it, the cost of it goes down and the adoption of it goes up. Yeah. And I think the best statistic from all of his presentations, and he repeated this again in the ones that he just released on YouTube, is the transition from using the horse to using the car in North America in the early 20th century. And the bulk of it, from something like 10% penetration to 80% penetration, happened in only ten years. And that's in spite of the fact of there being basically no roads and no gas stations. And you know what? They asked people? What do you want? Do you want a car? They said, no, I want a faster horse. They didn't realize that a car was not only a faster horse. It wasn't a one to one comparison. It kept you dry and safe and warm, and it didn't poop on you and things like that. Well, I had an AMC Gramline that did that, but that's another story. So there's a thing in his presentation where he showed newspaper highlines headlines advocating for eating horse meat after the transition started because there was too many horses, which is exactly what happened. Yeah, there was all these horses that we no longer needed because everyone was driving cars and literally people ate. Oh, sounds stringy to me. I apologize for the horses up there. I know we have a few listing. So Victor wrote to Tony on Tony Seba on Twitter. He says, Will smaller economies in Far East or Africa benefit more with this phase of the transfer information to solar? And Tony says, absolutely. When we convert to solar power and green the grid in Africa, they're basically leapfrogging from nothing right, to solar. They don't have to build a bunch of power lines or a grid. They're just going to have localized solar wind and battery and a superpower system without having to build an outdated grid. And because they're in Africa and close to the equator, they're going to have the cheapest the more sun you have, the more lower the cost of the solar per unit of electricity. So they'll have the cheapest electricity in the world in Africa, and with that, you can get investment. You can get industry investment. Where do you want to go where the cheapest electricity is if you're using electricity for your company or corporation or factory or whatever. So just like many countries leaf frog to a cell phone infrastructure without having to build a landline telephony system. So, yeah, there's a lot of places in Africa that don't have landlines. They never did. And they have cell phones now and they didn't need them and it was good to just leave frogs. And he says also Sunnier countries will have much lower cost of energy and that does attract and improve the quality of life and solve many issues such as transportation, food and water. So all that and desalination and the treatment of water will help those countries, even if they're poor and don't have access to a lot of water. Hey everyone, we like to hear from you. We like to hear from you all the time. Contact us at our Gmail address cleanenergy show@gmail.com. We're on TikTok with our handle Clean Energy Pond. We're on YouTube. We have a handle there now where we never had one before. It's Clean Energy Show and you can also leave us a voicemail at Speak pipe cleanenergyshow. That means it's time for the lightning round. Brian a fastpaced look of the week in clean energy and climate news. Beyond meat is getting into plant based steak. What do you think? You could eat that? Well, I mean, you know, I'll try it. Sure. The new product, meant to mimic an expensive cut of beef, arrives in over 50 Kroger and Walmart locations across the United States soon and is also available at some Elderson's locations as well as other retailers. Each ten ounce package contains seared plantbased steak tips in bitesized pieces and is priced at 799. And the product is made of ingredients including fava beans and wheat gluten. So if you've got a gluten problem, look elsewhere for your fake beef fake steaks. I'm curious. You are fake steak curious. Officially. Get that printed on the Tshirt someone some of the models emphasized in GM's EVs for Everyone ad campaign, which I keep seeing bryan everywhere. Like the blazer. EV. The Equinox EV might not be widely available as soon as anticipated. Even though they're advertising the hell out of them, they're pushing that back six months. So already we have a delay and I'm not happy about that. Yeah, it sounds like battery supply issues. Brazil's election is a major victory in the fight against climate change, according to many under Bolasnaro Yup. I don't even like saying his name. It's like saying Satan. Deforestation of the Amazon sword to a 15 year high, with scientists warning that the world's largest rainforest was nearing a tipping point beyond which there would be irreversible consequences to the entire planet. So this is good. It was a tight election. He has not conceded yet. Do you think you'll concede? Yeah, it doesn't sound good. We'll see how that plays out as the future of other elections in 2024 happen. GMC Hummer EVs are sold out for two years or more. By the time you get one, they'll be old news. It will be like oh that old thing? I mean, that's a long time. It's true. There's a certain cool factor for these things and cool factor doesn't last forever. It's time for a cesfest fact a 2019 study found that oceans had sucked up 90% of the heat gained by the planet between 1971 and 2010. Another found that has absorbed 20 sixtillion joules of heat in 2020. And that is equivalent to two Hiroshima bombs per second. That doesn't sound good. It does not sound good. Carbon tracker donors with fossil fuel links helped fund Rishi tunax race for PM. Yay for them. Brian. Yeah. So this is a new UK Prime Minister, super rich guy, as you pointed out last week. And yeah, I mean, lots of politicians are funded by fossil fuels, so we probably shouldn't be too surprised. Why didn't he fund his own damn thing so he's not beholden to anybody? You know, if you're that exactly King Charles to host a reception ahead of cop 27 despite not going himself because the government won't allow him. It will bring together 200 international business leaders, decision makers and NGOs. And Brian, we still have not been invited. And I keep refreshing the inbox, but nothing. I can't believe it. From utility dive, texas solar and wind resources saved consumers nearly $28 billion over the last twelve years. That means that the electricity consumed by Texans was $28 billion cheaper over twelve years because of renewables being in the grid. And that is growing rapidly. Yeah, Texas has more renewables, I think, than most people realize. Clean technica Mercedes is going all in on electric in general. The average lifespan for an automotive model is seven years. A Mercedes EClass is due for an update next year. But Brian, it's going to be its last. Mercedes plans to put out only battery electric new vehicles on the road by 2030 and will introduce only new electric platforms. Of course, you and I know that's too late. You should cancel everything now. But it is a signal to the investment world and to the world. The Ram all electric pickup truck is going to debut at this year's Consumer Electronics Show. I guess that's everyone except for Toyota, Brian, that's all the pickup trucks now are going electric. And Toyota will be bankrupt by the time they make that announcement from BBC News. Switching to renewable energy could save trillions, an Oxford University study says. Our central conclusion is that we should go full speed ahead with the green transition because it's going to save us money. And there's lots of studies on that coming out now and, you know, it's only going to get cheaper, so we're going to save even more money as we go along with the cost. Prices are dropping rapidly. Audio is cutting production of its flagship AA luxury sedan. That's his main car. They're cutting production because everyone's buying the electric Audi Etron battery electric vehicle, so they're increasing production of that one electric. Gping Motors has announced its latest EV has received a permit for autonomous driving tests on public roads. According to Chinese automaker, the G Nine is the first unmodified massproduced commercial vehicle to qualify for such tests. So this is like Waymo doing tests in San Francisco and La. But they've got a million dollars worth of equipment rotating and radar and things on the roof, and you can see them from a mile away coming. Whereas the Japanese Motors G Nine is like a Tesla, an SUV for a small SUV. It's got all the sensors built in, and yet they've got permission to do these robotaxi testing in streets of China, which I'm told are very hard to drive in at times. And I saw a test kind of like an FSD autopilot version, did pretty well. There were arguments in the comments about whether it was better or equal to Tesla, but it was kind of doing the same thing. But they do have more sensors than Tesla does. Yeah, that's exciting. That is our show for this week. We'd like to hear from you once again. I'm going to throw my email address out. There it is. Clean energy show@gmail.com. Drop everything. Write us a note. Now we'd like to hear from you and everywhere else. Don't forget to check out our YouTube channel because that's going strong. If you're new to So, remember to subscribe on your podcast app to get new episodes delivered every week. And we leave you this week with the last paragraph of the New York Times Magazine article Beyond Catastrophe with a quote from renowned Canadian climate scientist Catherine Hage on the future. We've come a long way and we've still got a long way to go, says Haijo, the Canadian scientist, comparing the world's progress to a long hike. We're halfway there. Look at the great view behind you. We actually made it up halfway and it was a hard slog. So take a breather. Pat yourself on the back, but then look up. That's where we have to go. So let's keep on going. I look forward to talking to you next week. you.

New Ep is up! Another take on ESG investing, this time more of a European perspective. I was joined by Becky O'Connor, editor of and contributor to The ESG Investing Handbook: Insights and Developments In Environmental, Social & Governance Investment. Becky is head of pension and savings at interactive investor. She also co-founded the ethical sustainable personal finance website Good With Money in 2015. Additional support and contributions came from Abundance Investment, Baillie Gifford, Impax Asset Management, Carbon Tracker, Green Finance Institute, Global Returns Project, and Federated Hermes. The book is honest, pragmatic, educational, and inspirational. A lot of great work is being done. A lot of work still needs to be done. The work must start somewhere, and so do the vernacular and standards around ESG. Enjoy! Read more about Becky at interactive investor, follow her on Linkedin, Twitter, and buy the book anywhere books are sold, including here.

This week: Anant Ahuja, head of organisational development at Indian apparel manufacturer Shahi Exports, talks about how all of the apparel sector's value chains can work together to decarbonise and transition towards net zero. Ahuja outlines some of the barriers to the shift in business models that are necessary, not least developing long-term supplier-brand relationships. Plus: further food supply risks from the war in Ukraine; Carbon Tracker highlights lack of credibility in oil and sector climate targets; new $500m circular plastics fund from Alliance to End Plastic Waste; and, Tesco and WWF cooperate on new food supply chains Innovation Connections scheme, in the news digest. And, Innovation Forum's Hanna Halmari introduces the 2022 sustainable landscapes and commodities conference, coming up on 1st and 2nd November. Host: Ian Welsh For more information about the sustainable landscapes and commodities event in November click here.

Sign up for my Daily Fintech or Daily Digital Banking Newsletters here. Check out my latest podcast episode below: Welcome to another episode of our Daily Fintech Podcast. THE NEWS HIGHLIGHT OF THE DAY IS The European Payments Initiative has given up on its effort to build a rival to Mastercard and Visa in Europe after more than half its members left. JUST IN: The neobank Northmill continues to focus on customer experience by introducing WeMeet. WHAT ARE THE LATEST INSIGHTS? The growth of the crypto industry in Latin America has been extraordinary in the last three years. This has led governments to adopt different regulatory standards to try to keep this industry under the supervision and prevent its control from getting out of hand. Last year the cryptocurrency business reached a market volume of over 3 billion dollars. This market continues to grow as fiduciary currencies devalue with inflation and do not serve all the needs of the users of the financial system. WHAT ABOUT FUNDING ROUNDS AND INVESTMENTS? Kathryn Haun has raised $1.5 billion for a pair of crypto-focused VC funds, just months after leaving Andreessen Horowitz to form her own firm. Gramercy Funds Management LLC, an emerging-markets asset manager, loaned $100 million to OmniLatam, a Bogota-based fintech that's entering the Brazil market. Capitolis announced it has raised a $110 million Series D at a $1.6 billion valuation, driven by the rapid emergence and market acceptance of its marketplace solutions. NOW, LET'S COVER NEW LAUNCHES AND FEATURES. NatWest is working with fintech Cogo to launch its own free Carbon Tracker app as a pilot aimed at the manufacturing and transportation sectors. Provenir introduced Provenir AI, giving financial institutions the power of artificial intelligence (AI) for better and faster risk decisioning while eliminating barriers to entry via a no-code approach. THAT'S ALL THE NEWS FOR TODAY. THANKS FOR LISTENING. TUNE IN TOMORROW FOR ANOTHER DAILY FINTECH PODCAST

We talk with Barbara Davidson, Head of Accounting, Audit and Disclosure at Carbon Tracker Initiative. We discuss Carbon Tracker's recent report; Flying Blind: The Glaring Absence of Climate Risks in Financial Reporting, which detailed the troublingly low level of consideration of climate risk impacts in financial climate related reporting for some of the most carbon intensive global companies. We talk about the CA100+ Net Zero Company benchmark and its new Climate Accounting and Audit Assessment that aims to bring better transparency to ‘climate accounting' issues. Finally, we talk about the efforts of regulators and policymakers around the world and what to expect from coming climate-related disclosure initiatives. More on Carbon Tracker at www.carbontracker.org LINKS: https://carbontracker.org/reports/flying-blind-the-glaring-absence-of-climate-risks-in-financial-reporting/

Carbon Tracker Initiative's Mark Campanale provides fresh insights into the dangerous phenomenon of stranded assets –according to the IEA: “ investments which have already been made but which, at some time prior to the end of their economic life, are no longer able to earn an economic return.” Mark explains why it is taking so long for capital markets to reflect the real value of fossil fuel companies—and what's at stake here-- how we are funding climate chaos through our pension schemes and banking system.  Mark discusses the economics of investment in fossil fuel compared to renewables, the power and influence of the fossil fuel industry, and his latest work focus, including important work on the Fossil fuel Non Proliferation Treaty.  Mark Campanale is the Founder of the Carbon Tracker Initiative, a non-profit think-tank launched to pin-point with clarity how global capital markets have failed to deal with climate risk. Mark developed the ‘unburnable carbon' capital markets thesis – the idea that there are substantial fossil fuel energy sources which cannot be burnt if the world is to adhere to the necessary carbon budgets to limit global warming. Campanale also  co-founded Planet Tracker, another think tank, which provides in-depth financial analysis around natural ecological barriers to growth faced by financial markets. His work seeks to raise awareness of ‘value-at-risk' to the financial community, and engages institutional investors and analysts to unlock and redirect the transformative power of capital markets to deliver on sustainable development objectives.

In this episode of the PRI podcast, the PRI's Stewardship Specialist, Livia Rossi, speaks with Barbara Davidson from the Carbon Tracker Initiative and Caroline Escott from Railpen about carbon accounting. They discuss the integration of the financial impacts of climate-related matters into companies' financial statements and explore the results of Carbon Tracker's report “Flying Blind: The glaring absence of climate-related risks in financial reporting”. They reflect how better transparency on this systematic issue can help investors understand the extent to which management have considered the effects of the goals of the Paris Agreement, and how Climate Action 100+ will provide information to help investors engage, vote or allocate capital more efficiently and effectively. Find the podcast transcript: https://bit.ly/3GeSHNc

Intro.(1:19) - Start of interview.(2:03) - Jackie's "origin story". She grew up in South Africa where she studied psychology and later got her bachelor's degree in economics and management from Oxford, where she studied as a Rhodes Scholar. Her focus on corporate governance research started in 1998 after taking a research fellowship position at the Center for Business Research at Cambridge University under Professor Simon Deakin, that included a series of reviews of the UK company law.(5:10) - How she continued her corporate governance research from Cambridge to Seattle, where she joined the Corporate Library in 2001.(6:29) - On why she started Fund Votes in 2007, that focused on a new disclosure that had been required by the SEC in 2003 for the first time, on mutual-fund and exchange-traded fund proxy voting data. Her personal interest veered towards the environmental and social issues, where she did some early work with AFLCME and AFL-CIO (labor groups focused on compensation and pay disparity), Ceres (focused on sustainability) and other advocacy groups like IEHN, CPA, and others. She focused on shareholder resolution campaigns using the mutual fund and ETF voting data to evaluate how asset managers were thinking about these longer term ESG matters.(8:35) - On Fund Votes acquisition by Morningstar in 2018. "For a long time Fund Votes was more of a lifestyle company for me, but around 2012 when say-on-pay got mandated by Dodd Frank, the data became more relevant and I invested more time and resources to build the company."(10:13) -Her current focus at Morningstar as Director, Stewardship, Product Strategy & Development, producing some thought leadership with proxy voting data. She worked a lot with Jon Hale, head of sustainability research for the Americas at Morningstar, to integrate the systems and IP that Fund Votes brought into the platform.(12:33) - Her latest article on how Say-on-Pay has failed to rein in CEO compensation, and how it could be used to bind climate targets to executive pay. Say-on-pay is an "untapped source of strategic influence for investors". Two positives from say-on-pay: it created more engagement between companies and investors (shining a light on pay practices), and created "new real estate" in the proxy ballot "and that's valuable."(22:17) - On the rising prominence of ESG in corporate governance. "The big shift has been to realize that the 'E' and the 'S' factors present systemic risks. On climate change, it was the ‘unburnable carbon' report published by Carbon Tracker (2007) that first put the issue in the mainstream for investors. The Paris Climate Agreement (2015) solidified these systemic risk matters."(26:05) - On the increasing influence and concentration of voting power in a few large asset managers.(29:56) - On the Exxon Mobil Proxy Contest with Engine No.1. and other strategic voting campaigns. "On the Exxon vote, the key was the support of the pension funds. Asset owners move the dial ('they are the real opinion leaders on corporate governance proxy voting'). The asset managers take their cue from asset owners."(31:49) - On the role of insiders and dual-class shares in proxy voting, and "hidden control preventing resolutions from passing". From her article: the 2021 Proxy Voting in 7 Charts. Examples include Larry Ellison (Oracle), Mark Zuckerberg (Meta), Warren Buffett (Berkshire Hathaway), Walmart, Alphabet, Tyson Foods, etc.(36:46) - On the rise of the Investor Stewardship Movement. "How stewardship codes, ordinary investors, investor advocacy organizations and collaborative investor initiatives have become a much more powerful force in the market."(40:43) - On the role of directors, ESG board committees, board composition and diversity.(44:12) - What are the issues to look out for the next Proxy Season in 2022:There will be a lot of pre-season engagements and perhaps a record proportion of withdrawals. Directors will be busy!Corporate Lobbying will be under the spotlight.Climate Target setting (de-carbonation pathways).Racial equity audits and diversity generally.Pay.(46:46) - Her favorite books:To Kill A Mockingbird by Harper Lee (1960)The Beauty Myth by Naomi Wolf (1990)Finding Meaning in the Second Half of Life by James Hollis (2005)(47:39) - Her (informal) mentors:Rommel Roberts, peace activist from South Africa.Manton Hirst, professor at Rhodes University.(48:47) - Quotes that she thinks of often, or lives her life by:"Wat jou nie doodmaak nie, maak jou sterker" (what doesn't kill you makes you stronger, in Afrikaans)"Perfect is the enemy of the good" (perfection is a self-indulgence)(49:52) - An unusual habit that she loves: reading Afrikaans police thrillers (particularly by Deon Meyer).(51:25) - The living person she most admires: Kumi Naidoo (a South African human rights and environmental activist).Jackie Cook is Director, Stewardship, Product Strategy & Development in Sustainalytics' Stewardship services team at Morningstar. Follow Jackie on Twitter: @FundVotesIf you like this show, please consider subscribing, leaving a review or sharing this podcast on social media. __ You can follow Evan on social media at:Twitter @evanepsteinLinkedIn https://www.linkedin.com/in/epsteinevan/ Substack https://evanepstein.substack.com/Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

I first came across the Carbon Tracker Initiative about 8-9 years ago when they posted a cool short video explaining the concept of a Carbon Budget.I follow the Carbon Tracker Initiative's Founder and Executive Chairman Mark Campanale on LinkedIn so I reached out to him to see if he'd be willing to come on the podcast to explain it. We had a fascinating conversation about what the carbon budget is, the implications of these stranded assets for pension funds and financial markets in general, COP 26, and what we hope to see come out of that, and practical steps any of us can take to move the needle on this.This was a truly fascinating episode of the podcast and I learned loads as always, and I hope you do too.If you have any comments/suggestions or questions for the podcast - feel free to leave me a voice message over on my SpeakPipe page, head on over to the Climate 21 Podcast Forum, or just send it to me as a direct message on Twitter/LinkedIn. Audio messages will get played (unless you specifically ask me not to).And if you want to know more about any of SAP's Sustainability solutions, head on over to www.sap.com/sustainability, and if you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show. Thanks.And remember, stay healthy, stay safe, stay sane!Music credit - Intro and Outro music for this podcast was composed, played, and produced by my daughter Luna Juniper

One key to every net zero path is comprehensive reporting, but that can't happen if key variables are excluded. For example, if you're tracking emissions, it's important to track not only the amount of carbon in the air, but how much is being burned. Another factor may be fit. That is, are market actions matching what the science is telling us? Well... are they? Carbon Tracker's Mark Campanale joins Climate Biz to dish the dirt... or perhaps the carbon. More...

Pollution from the burning of ever more coal, oil and methane gas is accelerating the climate crisis. As national governments fail to control these emissions, cities and regions around the world are banding together to adopt a Fossil Fuels Non-Proliferation Treaty. Modeled after efforts to reduce the spread of nuclear weapons, this new global initiative is gaining support ahead of the upcoming COP26 climate conference in Glasgow. Launching the The Global Energy Transition Podcast series, host Michael Buchsbaum, lead blogger of Energy Transition.org, reviews the treaty and interviews two of its team of all-star advocates: Richard Folland from Carbon Tracker and Mitzi Jonelle Tan, a Filipina climate justice activist and organizer with Fridays for Future. Audio from the podcast was mixed and edited by Christian Kreymborg. You can play the episode below, and it's also available on Spotify and Apple Podcasts. Shownotes Volts podcast: treating fossil fuels like nuclear weapons, with Tzeporah Berman Fossil Fuels non-Proliferation Treaty initiative Video: Introducing the Fossil Fuel Non-Proliferation Treaty Mitzi Jonelle Tan's website Richard Folland at Carbon Tracker Christian Kreymborg's website listing his credentials, etc.

This week: Oliver Tichit, director of sustainable supply chain at Musim Mas, talks about what he wants to see from the COP26 meetings, and the challenges of translating outcomes from government level meetings to on-the-ground challenges. He also discusses how the pandemic has highlighted resilience in the palm oil industry, and some solutions that can help smallholder farmers gain access to mainstream sources of finance – a long term problem for a sector characterised by having growers in remote places. Plus, Innovation Forum's Hanna Halmari outlines some highlights from the upcoming climate action conference. And: PepsiCo's new sustainability framework; Carbon Tracker and Climate Accounting Project report says top corporate emitters are not fully disclosing risks; and, Gambia is the only country on track for 1.5C according to Climate Action Tracker, in the news digest. Host: Ian Welsh Sign up here for the free carbon solutions webinar, live from Kenya's Kasigau Corridor REDD+ project on 30th September at 2pm UK/9am ET.

The UN secretary general has warned that greenhouse gas in the atmosphere is rising relentlessly after a short dip during the pandemic. Antonio Guterres said he was alarmed how far the world was off course in tackling climate change. We speak to Barbara Davidson from Carbon Tracker who published a report that found many companies do not include their climate impact in their financial statements. And the BBC's Fergus Nicoll explores the prospects for deep sea mining to access metals required in the production of batteries. Gerard Barron is chief executive of The Metals Company which aims to exploit polymetallic nodules, found on the seabed off southern Mexico, and recently listed on the NASDAQ. Michael Lodge is secretary general of the International Seabed Authority, and explains the rules around commercial exploitation of such resources. And we hear about the environmental issues involved from Dr Kirsten Thompson, lecturer in biosciences at the University of Exeter. Plus showbiz reporter Beverly Lyons tells us why Elton John has delayed his UK and European tour until 2023. Rahul Tandon is joined by Patrick Barta from the Wall Street Journal in Thailand and Vonshay Sharpe, president of the Women's Institute for Science, Equity, and Race (WISER) in the US. Produced by Philippa Goodrich (Picture: Power plant. Picture credit: PA Media.)

The UN secretary general has warned that greenhouse gas in the atmosphere is rising relentlessly after a short dip during the pandemic. Antonio Guterres said he was alarmed how far the world was off course in tackling climate change. We speak to Barbara Davidson at Carbon Tracker about a published report that showed many companies fail to include their climate impact in their financial statements. Plus showbiz reporter Beverly Lyons tells us why Elton John has postponed his UK and European tour until 2023.

Markham interviews Kingsmill Bond of Carbon Tracker about a new report, "Spiralling Disruption," which describes seven feedback loops that are driving disruption in the energy system.

Today on the Clean Power Hour: Recap of the Meyer Burger interview (launch of their hot off the presses ultra low degradation, high performance solar mods last week);  John Weaver answers important questions about HJT / TopCon / PERC solar PV technology; Land impacts of 100% Wind and Solar are TRIVIAL according to a Carbon Tracker report that Bill McKibben also reports on. Instant permits for residential solar with SolarApp And much much more clean energy and tech news.**Please subscribe to the channel **Likes, shares and comments are awesome - do it! We open the episode with a question: Why is space exploration important for humanity? Montague submits that space is important because it brings humanity together behind a single mission - to become a space faring species. It helps us put aside the age old us vs. them tribalism and warring that has marred humanity for milenia. The ISS is a great example. China is building a space station. They launched the first module on April 29, 2021. Will this help or hurt humanity? The first of 11 missions necessary to complete, supply and crew the station by the end of next year. https://twitter.com/SolarInMASS/status/1388857674385797123Meyer Burger Press release that explains why they are betting on the future of their heterojunction smartwire technology is the future HJT / TopCon / PERC https://www.meyerburger.com/fileadmin/user_upload/Downloads/Praesentationen/Meyer-Burger-Corporate-Presentation-April-2021-EN.pdf Artificial blowhole water turbine:https://www.youtube.com/watch?v=kfHx6qy9S-YCarbon Tracker Report Demonstrates 100 percent wind and solar land use impacts are trivial https://carbontracker.org/reports/the-skys-the-limit-solar-wind/Bill McKibben: Renewable Energy Is Suddenly Startlingly Cheap.https://www.newyorker.com/news/annals-of-a-warming-planet/renewable-energy-is-suddenly-startlingly-cheapInstant Permits for Resi Solar? There's a SolarApp for Thathttps://www.canarymedia.com/articles/instant-permits-for-home-solar-theres-a-solarapp-for-that/Refreshing lithium ion batteries, versus recyclinghttps://www.pv-magazine.com/2021/05/04/lithium-saturation-to-make-old-batteries-new/$60 carbon tax in the EU right nowhttps://twitter.com/HelenCRobertson/status/138949841750062694525% efficiency solar cell from LONGihttps://www.pv-magazine.com/2021/05/03/longi-sets-topcon-cell-record-of-25-09/Let's grow solar! -Tim Montague, host & creator, @TGMontague on Twitter#solarpv #solarpower #solarenergy #pv #energystorage #ESS #storage #cleanenergy #cleanpower #cleanpowerhour #Montague #Weaver #EV #EVs #EVnews #trackers #solartrackers #solardeveloper #solarEPC #floatingsolar #energytransition #renewableenergy #solar #solarnews #greenhydrogen #solarpodcast ** www.CESnrg.com/podcast** www.CESnrg.com/eventsThe Solar Podcast is brought to you by Continental Energy Solutions with host Tim Montague, NABCEP PV Technical Sales. Continental is the largest commercial & industrial solar installer (solar EPC) in Illinois with over 100 projects and 60 MW of rooftop, ground mount and utility scale solar installations in the Midwest.Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ Twice a week we highlight the tools, technologies and innovators that are making the clean energy transition a reality - on Apple,

⚡ Les énergies renouvelables pourraient remplacer les combustibles fossiles pour alimenter le monde d'ici 2050 selon Carbon Tracker

Find out more on our website: https://bit.ly/32ugdIh Technology and policy changes are driving peak demand for fossil fuels and massive growth of renewables. There is an enormous fossil fuel system at risk from the peak and fortunes to be made in building out the new renewable system. Many investors remain in denial, clinging to old beliefs and defunct models. This creates excellent investment opportunities on the long and the short side. Speakers: Mark is the Founder of the Carbon Tracker Initiative and conceived the ‘unburnable carbon' capital markets thesis. He commissioned and was editor of Unburnable Carbon – Are the World's Financial Markets Carrying a Carbon Bubble? In November 2011. More recently, Mark co-founded ‘Planet Tracker' which focuses on agriculture, seafood, forestry, water and textiles. Mark is responsible for management strategy, board matters and developing their capital markets framework analysis. Their goal is to align capital markets with natural ecological limits to growth. Prior to forming these groups, Mark had twenty five years experience in sustainable financial markets working for major institutional asset management companies. Mark is a co-founder of some of the first responsible investment funds firstly at Jupiter Asset Management in 1989 with the Ecology Funds, NPI with Global Care, the AMP Capital Sustainable Future Funds, and Henderson Global Investor's Industries of the Future Funds. Kingsmill Bond, CFA, is the Energy Strategist for Carbon Tracker. He believes that the energy transition is the most important driver of financial markets and geopolitics in the modern era. Kingsmill has worked as a sell-side City equity analyst and strategist for 25 years, including for Deutsche Bank, Sberbank and Citibank in London, Hong Kong and Moscow. He has written research on emerging market and global themes, including the wider significance of the shale revolution and the impact of US energy independence. At Carbon Tracker he has written about the impact of the energy transition on financial markets, domestic politics and geopolitics, and authored a series of reports on the myths of the energy transition, looking at the many arguments made by incumbents to deny the reality of change.

Think tank Carbon Tracker projects trillions of dollars of losses for major oil nations. Andrew Grant is Carbon Tracker's head of climate, energy and industry, and explains the basis of the predictions. And we hear how the countries involved plan to diversify away from oil, with energy analyst Cornelia Meyer of consultancy Meyer Resources. Also in the programme, as the second cricket test match in this series between India and England starts this weekend, the BBC's Rahul Tandon reports that more Indian players are now coming from smaller towns than bigger cities, and how that reflects a broader economic change taking place in the country. Plus, shares in dating app Bumble are trading on the New York Stock Exchange for the first time. Alex Wilhelm is senior editor at TechCrunch, and explains the attraction of such apps to investors. And with Valentine's Day approaching this weekend, our reporter Deborah Weitzmann meets some of those looking for, and finding, love.

Joe Biden became America's new president and almost immediately signed the papers to take the U.S. back into the Paris Climate Accord. And it was just the day before his inauguration the New York Times had another of its "Netting Zero" webinars to discuss 'Breaking our fossil fuel Addiction'. Ivan Penn, an energy correspondent, with the Times was the moderator and he was joined by the U.K's. High-level Climate Action Champion, Nigel Topping, for COP 26 to be held later this year. The panel included an energy strategist with Carbon Tracker, Kingsmill Bond; the National Director of Campaigns with the Sierra Club, May Anne Hitt; the CEO of Enel Green Power, Salvatore Bernabei; the CEO of Offshore North America, Orsted, David Hardy; the founder and CEO of Uncharted Power, Jessica O. Matthews; and the Executive Director of Student Energy, Meredith Adler. Music for Climate Conversations comes from the Melbourne -based group, Music for a Warming World.

Mark Campanale (MC): COVID changed a lot. What it's done is forced a huge contraction in the global economy. And that contraction has worked its way into energy demand. If we think of climate change as perhaps the big existential problem of our age, and certainly for the coming century, [Covid has] meant that people are looking at where energy is generated and the burning of fossil fuels which contribute to climate change. People have realized we can switch to clean energy: it's cheaper, it's more efficient, it's cleaner. All those fossil fuel companies that used to dominate the S&P 500 like Exxon, their valuation has collapsed. Investors are fleeing the sector. And of course, the darling of the past year has been Tesla, the miracle of new technology. People are thinking: Well, actually, this changes everything; how we communicate, how we transport, what energy we generate, how offices function, etc. [The pandemic] has brought forward the peak in demand for fossil fuels. It has really tipped us over into the end days of the fossil fuel economy, giving us the freedom and hope to deal with climate change. Driving Change (DC): That's a big claim. You really feel this is an inflection point. Would you say it's brought forward the peak for energy demand? MC: I think energy demand is growing, particularly in the developing world. That will remain the case. But in the developed world, I think demand, particularly for fossil fuels, has peaked. The internal combustion engine car has almost certainly peaked. It looks like demand for oil has peaked. Demand for coal, globally, has almost certainly peaked, particularly in the western economies. DC: What about these reports that coal plants have been reopening, and new ones built in places like China? MC: Yeah, that's true. But you need to look at their efficiency and how much of the time they spend on stream. A lot of these new coal fired power stations are only operating at 30-40% capacity. Part of the demise story is that they're not achieving the revenues that a lot of the modelers forecast they would. Even in China, you've got dispatchable power from renewables getting onto the grid before fossil fuels. In many parts of the world, what counts is who's getting onto the grid first, and renewables are getting on first. Some economists ask me: “Well, Mark, we've seen this before, we've seen something similar in 2008, when the economy contracted after the financial crisis only for energy demand, particularly fossil energy demand, to bounce back. So what's different today? It's very simple. What's different is, renewables are cheaper. It's cheaper across most parts of the world, if not all of the world, to generate power from wind, solar and battery storage compared to new build coal or new build gas. But soon, it is going to be cheaper to build new renewables than to continue to operate old coal plants. That switch I think will be the death knell for the traditional energy system.Soon, it is going to be cheaper to build new renewables than to continue to operate old coal plants. That switch I think will be the death knell for the traditional energy system.DC: So you really see this as an inflection point? MC: Demand for energy will grow back, particularly in the developing economies, but that demand is not going to be met from fossil fuels, it is going to be met with renewables. We've got far more renewable energy capacity being built today than traditional fossil fuels. The very simple reason for that is that the cost of production for renewables has dropped below that of fossil fuels. It's a technology switch. Across the world, it's cheaper to build wind and solar plus battery storage than it is to build new coal-fired power, and typically, often new gas power as well. And even in economies like China's, when it comes to dispatchable power, renewable energy is getting onto the grid first. Renewable suppliers increasingly have first right to get their power onto the grid, ahead of fossil fuels. That's making traditional fossil fuel capacity expensive to build, expensive to run. It's just accelerating the demise of the old technologies. DC: You mentioned policymaking. Are you seeing in some of these stimulus packages that this time around policymakers are leaning towards the new technologies over the old technologies? Or is there still a default mentality of pouring money into whatever creates jobs and keeps the economy growing? MC: Good question. I'm going to give you an answer that's broken into two halves, a good and a bad. The good news is there are many green stimulus packages, including at the European Union level. The French and the Germans have been driving it. Even the UK, which is preparing to Brexit, has a Green stimulus. If you look at the Biden election program, it does include a Green stimulus, and envisages a Green recovery. There are simply more jobs to be created in retrofitting clean energy and energy conservation than there are from fossil fuels. The bad news is in the purchase agreements used by central banks to stimulate the economy. They've been buying fossil fuel company bonds and high carbon company bonds at the same rate, or faster, than Green energy bonds. That throws a whole lot of cheap capital to fossil fuel incumbents. What that has done, including in the UK and the US, is turn the stimulus into a bailout of an industry that was teetering on the edge. I'm disappointed by central bankers, who had a lot of choices. They should have known better, but didn't really think it through. As a consequence, we've got businesses that were on their last legs being bailed out by the taxpayer. No thank you. DC: So as you look forward, firstly to the next year and then beyond, what are you hoping that policymakers who care about fighting climate change will do? MC: We need everything from certainty around carbon pricing to certainty around green power and power purchase agreements. One bet that I'm thinking about is slightly technical, but needs to be talked about it. At Carbon Tracker, our analysis shows there's around $30 trillion of fixed assets in the fossil fuel economy: pipelines, oil rigs, coal fired power stations, and coal mines. These are going to have to be written down, written off, aggressively depreciated over the next ten, fifteen years. Oil wells and the rest of the fossil fuel economy is going to become redundant. Currently companies are not putting aside the capital to deal with this. I want policymakers to make sure that the accounting profession actually does the write-downs, and does the stress tests. It's a bit like going into the 07-08 financial crisis with those triple A mortgage-backed securities and insisting that they are still triple A. It is the same problem with fossil fuel assets; regulators and governments need to do something about it.We also need to see more clearly the endgame for fossil fuels. The world is continuing to invest in fossil fuels when we should be winding down the industry. The International Energy Agency reckons around $1 trillion is invested in fossil fuels annually. That has to stop. To do that we need to focus not so much on energy demand reduction – turning off the lights, switching to electric cars and so on (all good, of course), but on constraining the supply of fossil fuels. That's why I and others have called for a Fossil Fuel Nonproliferation Treaty (fossilfueltreaty.org). Governments, policymakers, civil society and companies need to prevent all those projects that stand to take us above one and a half degrees [increase in average temperatures]. We're gonna have to constrain supply, we're gonna have to cancel licenses, cancel production. You may have seen the announcement from British Petroleum, one of the world's biggest fossil fuel companies, that they are going to cut production by 40%. It was the first time I'd ever heard a CEO talk about this when Bernard Looney referred to the declining carbon budget limiting how much fossil fuels we can burn. The company wrote off $17 billion of fossil fuel reserves. But it needs to be more than BP; everybody should be doing it. That's what I want to see policymakers focus on in the year ahead. DC: That is a big, big idea, the Fossil Fuel Non-proliferation Treaty. Is it something that could be announced and signed next year? Is it something that governments get? Also, is it still down to the government to lead, or can the private sector now be in the vanguard of this shift?It goes to the heart of this question: what's the point of a retirement plan if there's no planet worth retiring into?MC: The treaty idea has been driven by scientists, academics and civil society. You may ask, how good is that? Well, actually, the nuclear treaties of the 1970s were driven by civil society. NGOs and civil society were the first to go off and start counting missiles and then sat around the table and had them draw up the agreement to cut those huge missile reserves that the Americans, Chinese and Russians had. We have to do the same with fossil fuel. I do think it's possible that it can happen. I spoke to somebody in the UK Government just last week, and they said, well, look, all policy has been focused on emissions reduction from the demand-side. Nobody's thinking about supply, because the politics are really tough. But they added that this may not be such a bad thing, as there is space for fresh thinking and for governments to embrace new ideas. So I'm hopeful that this will get onto the agenda. As to private sector leadership, over the last two years individual private investors and investment institutions have mobilized regardless of government. There's Climate Action 100, a coalition of the world's largest investors, taking on the world's top 200 polluters. It has a combined $46 trillion under management. It's the biggest coalition that has ever been created of investors who are sitting down with management and challenging them to change. Now, the government didn't tell them to do that. It was driven from the bottom-up, driven by individual policyholders of pension schemes, driven by trustees, driven by fiduciaries. It goes to the heart of this question: what's the point of a retirement plan if there's no planet worth retiring into? DC: How serious is this shift? Is it largely rhetorical, or is there something fundamental going on here? After the Paris Agreement, there were lots of business leaders and investors saying, yes, we've got to do this. But they also said that we mustn't scare the fossil fuel industry, and that there needed to be a “just transition” with compensation to fossil fuel companies that lose from the shift to renewable fuels. MC: I think the level of ambition and expectation is now there. What people have told me about Paris is that in previous years of climate negotiations, you had power blocks – the business power block, lobbying, government not doing anything that's damaging for jobs. Then you had the scientists and the NGOs saying, please do something. What changed in Paris was investors turning up en masse, saying to the governments that a strong climate agreement is in the interest of investors. They were coming as a counterforce to the narrative from the business community. People often make the mistake thinking that finance and business are the same thing. In fact the business community is often in conflict with the interests of the shareholders. Investors are starting to find their voice. There have been many shareholder resolutions on climate, and investor groups that were previously slow to act, like BlackRock, are fundamentally changing. BlackRock now is in favor of a progressive climate deal. That's really the switch that we've seen. Finance saying, “Now, we're going to stand for our own position and our own status as interlocutors in the climate negotiations by setting out the kind of climate agreement we want.” Finance is now increasingly on the side of the angels. Is it going to be enough? Fast enough? Well, one of the things we've worked on at Carbon Tracker, along with the UN Principles for Responsible Investment and others, is a concept we're calling the “inevitable policy response”. People often think that governments are slow to act, and nothing is going to change. What we are saying to investors – and investors are agreeing – is that actually, there's growing evidence of climate chaos: ice caps increasingly show signs of melting, forests are burning, 100 degree temperatures in the Arctic, London is a hundred degrees for three, four days in a row – unheard of. We're saying it's inevitable that governments will act, they won't sit aside, because the public will call on them to act. We should expect governments to act and it's that inevitable policy response that companies have to fear and investors have to ask for. People are not going to sit around and do nothing. That's for certain. DC: So if policy response is inevitable, what is the policy that you would advise a policymaker to make their top priority over the next 12 months? MC: Switch the narrative from trying to constrain demand, – which I feel is a bit like boiling the ocean, telling a billion people to turn their lights off – to constraining supply. We know where the supply is coming from, who's producing the fossil fuels. We know who it is. We know which projects are going to take us to above one and a half degrees. We know who‘s developing them and who owns them. Policymakers should be focused on getting an agreement that reflects the science. A Fossil Fuel Non-proliferation Treaty is the policy I really want people to think about today.

Markham interviews Kingsmill Bond, London-based energy strategist for Carbon Tracker, about the recent release of the International Energy Agency's World Energy Outlook 2020. Bottom line: peak oil demand is either here or arriving shortly.

A new report from Carbon Tracker finds that the fossil fuel industry is pinning its hopes on a plastic boom—and try as it might to spur that demand, it's just not materializing. Report author Kingsmill Bond joins us to discuss. Read the full report here: https://carbontracker.org/reports/the-futures-not-in-plastics/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Mark Lewis has more than 20 years’ experience as a financial analyst covering energy and environmental markets. He joins from Carbon Tracker, an award-winning think tank, where he was Head of Research. Previously, he was MD and Head of European Utilities Research at Barclays, Chief Energy Economist at Kepler Cheuvreux, and MD and Head of Carbon Research at Deutsche Bank. He was also a member of the Financial Stability Board’s Task Force on Climate-related Financial Disclosures from May 2016 to May 2018. Prior to his career in banking, Mark was an academic at the University of London at Royal Holloway College. Mark has an MA in German from King’s College London, an MPhil in Latin American Studies from Cambridge University and a BA in Spanish & German from Sheffield University. Mark joins Sustainable Nation to discuss: Process of integrating ESG metrics into portfolio evaluation Importance of weighting E, S, and G differently for each sector Current status of the TCFD and its evolvement Advice and recommendations for sustainability leaders Mark's final five question responses: What is one piece of advice you'd give other sustainability professionals that might help them in their careers? Never give up. I think in fact, you know, one thing I say a lot these days is every single day gets easier to make the case because the economics have changed fundamentally in the last five years. I feel now as if we're pushing on an open door, that door was only very slightly ajar 15 years ago. And we've had to do a lot of pushing over the last 15 years, but it's really opening up now and we just need more people to join in and keep pushing and keep developing. I'm much more optimistic than I was 10 years ago that we can build a better world. It's not to say it's guaranteed, but it's in our hands. The technology is there. We need policy makers to develop and for that we need as much enthusiasm and human energy as possible to keep pressing forward. So never give up and keep pushing. What are you most excited about right now in the world of sustainability? I mean, for me personally it's just the tremendous possibilities that are opening up with energy storage and also hydrogen is back on the agenda because I think, you know, renewables can only get you so far if you don't have a way of storing, solar and wind energy. And I think the good news is we're starting to see breakthroughs in the cost of storage. Europe has just launched a very big incentive program for hydrogen as well, which can be used both as a source of storage and as an energy source in its own. Right. So to me, that's the next phase of the energy revolution is really being able to combine storage with wind and solar energy, so that we can decarbonize the global energy system completely within the next three, hopefully three, maybe four decades. What is one book you would recommend sustainability professionals read? Yeah, sorry again, to focus on the energy side, this is, you know, showing my own bias, but a really great book, relatively recent, I guess it is three or four years old now, is the Marginal Cost of Society by Jeremy Rifkin. I think that's a fantastic read. What are some of your favorite resources or tools that really help you in your work? Well there are so many, on the energy side there's a lot of publicly available data from the International Energy Agency and from the International Renewable Energy Agency (IRENA). World resources Institute is an unending source of knowledge and insight. I think WRI is just a fantastic, fantastic tool. So those would be three that spring to mind that I regularly look at. Carbon Tracker. I've gotta give a shout out to Carbon Tracker. You know, I spent nine months there in 2018 as the head of research. It's the most fantastic think tank on climate change and aligning financial markets with the challenge of achieving the Paris agreement. Mark, where can our listeners go to learn more about you and your work? Well, you know, we have a website, the BNP Paribas Asset Management website. And, you know, if I may indulge your listeners, you know, I can be contacted on LinkedIn. I post regularly about my work and about interesting trends that I'm seeing and you can follow me on Twitter @MCL1965. About Sustridge: Sustridge is a sustainability consulting firm providing consulting in sustainability strategy development, sustainability reporting, GHG emissions calculating and management, zero waste planning and guidance in a TRUE Zero Waste, B Corp, LEED and Carbon Neutral certification.

Mark Campanale is an award winning Sustainable Investment expert, the Founder & Executive Director of the Carbon Tracker Initiative and conceived the ‘unburnable carbon’ capital markets thesis. He has twenty-five years experience in sustainable financial markets working for major institutional asset management companies.  Please listen to the episode to be inspired beyond any boundaries and read the “More about Mark Campanale” section at the end of these notes to learn more about his outstanding career and contribution to the financial markets and our society at large. Highlights: How can we change financial Markets for good?  “There is an old saying: How do you change capitalism? You need to take control of the capital.” Mark’s (career) evolution and path to founding Carbon Tracker: Going to The University of York Crossing the Sahara Desert Becoming an analyst assessing projects for Live Aid Working on the first fairtrade coffee in Tanzania in1988 Pioneering green finance alongside Tessa Tennant founder of Merlin Ecology Fund Being one of the first “green analyst” in the City of London Investing in the first renewable energy business Knowing what you don’t like: Stop the city protest Inspiring women leaders in the industry How global warming motivated Mark to find solutions through the world of finance. Xtrata’s IPO and the lack of sustainable impact information on their documentation. The long list of supporters, advocates and funders of this movement “In the same way that Bill McKibben with the divestment movement managed to change everything, Mark Carney carried this message into the world of financial markets regulation has changed everything.” Re-thinking the purpose of finance: The future of the planet, the security of the financial system and pension schemes. Paris Climate agreement: Investors are absolutely aligned with a safe outcome. The analysis of ecological boundaries and its financial impact “Four or five hedge funds are now shorting the fossil fuel industry and going long on the clean economy. I think we are going to see a lot more of that in the future.” “Everyone that has sold out of the fossil fuels sector or shorted it in from 10 years ago has done extremely well, both on a relative and absolute basis … but we need a forceful intervention”. Using Satellites and AI to help cut carbon emissions: Transparency is a crucial element of accountability. Trying to alert the world of an urgent challenge Time Stamp: [01:14] Who is Mark Campanale - An introduction to his Bio [05:25] What is sustainable and impact investing? Intention and boundaries? [08:03] What ignited Mark’s passion in sustainable finance? [17:50] Background 10 years story of how Carbon Tracker started and materialised - including funding [24:00] Wasted Capital and Stranded Assets: coining the phrase together with Unburnable Carbon [26:00] Ideas are a cursed and the purpose of markets [28:00] Working with investors and educating the market, including Pension Trustees [31:00] Bill McKibben, Mark Carney, and their impact [34:00] The role of the private sector: investors, shareholder, fiduciary duties and pension funds [36:00] The network of initiatives linking into Planet Tracker and measuring the impact on Ecological boundaries [40:00] Supply chain: Fish stock as natural capital, deforestation, agriculture and meat production [42:00] Climate Action 100 and its $46trn coalition and the change on valuations [45:00] The need for a forceful intervention to close the Fossil Fuels sector [46:00] The role of firms such as Share Action and Litigation Funds [48:00] Using AI to create transparency and accountability on Carbon Emissions reporting [49:20] What impresses Mark about Impact Leaders [52:00] Call to action Useful links: Mark Campanale - https://www.linkedin.com/in/mark-campanale-1886203/ Carbon Tracker - https://carbontracker.org/ Unburnable Carbon - https://carbontracker.org/resources/terms-list/ Planet Tracker - https://planet-tracker.org/ Robin Millington - https://www.linkedin.com/in/robin-millington-60036817 Robin Millington - https://planet-tracker.org/about-us/the-team/ Tear Fund - https://www.tearfund.org/ University of York - https://www.york.ac.uk/ Tessa Mary Tennant OBE - https://en.wikipedia.org/wiki/Tessa_Tennant Jupiter Ecology Fund - https://www.jupiteram.com/UK/en/Individual-Investors/Funds-and-Prices/Jupiter-Ecology-Fund Stop The City protests - https://en.wikipedia.org/wiki/Stop_the_City Anne Simpson - https://www.linkedin.com/in/anne-simpson-a3024328 CalPERS - https://www.calpers.ca.gov/page/investments/about-investment-office/investment-office-senior-team/anne-simpson Climate Action 100 - http://www.climateaction100.org/ Waste Recycling Group (Now FCC Environment) - https://en.wikipedia.org/wiki/FCC_Environment Asia Energy - https://en.wikipedia.org/wiki/GCM_Resources Xtrata - https://en.wikipedia.org/wiki/Xstrata Glencore - https://www.glencore.com/ Jeremy Leggett - https://jeremyleggett.net/ Rockefeller Brothers Fund - https://www.rbf.org/ Joseph Rowntree Foundation - https://www.jrf.org.uk/ Green Peace - https://www.greenpeace.org.uk/ Friends of the Earth -  https://friendsoftheearth.uk/ Christian Aid https://www.christianaid.org.uk/ James Arbib https://uk.linkedin.com/in/james-arbib-6883973a Nic Hurd - https://en.wikipedia.org/wiki/Nick_Hurd Zac Goldsmith - https://en.wikipedia.org/wiki/Zac_Goldsmith Lord Stern - https://en.wikipedia.org/wiki/Nicholas_Stern,_Baron_Stern_of_Brentford Financial Times article: “A profound contradiction at the heart of climate change policy” https://www.ft.com/content/52f2709c-20f0-11e1-8a43-00144feabdc0 Bill McKibben - https://en.wikipedia.org/wiki/Bill_McKibben Rolling Stone magazine article: “Global Warmings Terrifying New Math” -  https://www.rollingstone.com/politics/politics-news/global-warmings-terrifying-new-math-188550/ Mark Carney - https://en.wikipedia.org/wiki/Mark_Carney Mark Carney’s Tragedy of the Horizon Speech - https://www.youtube.com/watch?v=V5c-eqNxeSQ Task Force on Climate-Related Financial Disclosures - https://www.fsb-tcfd.org/ Ellen Dorsey, Wallace Global Fund - http://wgf.org/ellen-dorsey/ Natasha Landell-Mills, Sarasin & Partners - https://sarasinandpartners.com/stewardship/ Saker Nusseibeh CBE - https://www.hermes-investment.com/ukw/team-members/saker-nusseibeh/ https://www.icgn.org/speakers/saker-nusseibeh-chief-executive-officer-hermes-investment-management Oak Foundation - https://oakfnd.org/ Frederick Mulder Foundation - http://www.frederickmulderfoundation.org.uk/ Steve Waygood, Aviva Investors - https://www.avivainvestors.com/en-gb/about/our-people/s/steve-waygood/ Tzeporah Berman, Fossil Fuel Non-proliferation Treaty https://en.wikipedia.org/wiki/Tzeporah_Berman Aristata Capital - Litigation Fund - https://www.aristata.co.uk/ Watt Time - https://www.watttime.org/ Gavin McCormick - https://www.linkedin.com/in/gavinmccormick Key Articles: Financial Times article: “A profound contradiction at the heart of climate change policy” https://www.ft.com/content/52f2709c-20f0-11e1-8a43-00144feabdc0 Rolling Stone magazine article: “Global Warmings Terrifying New Math” -  https://www.rollingstone.com/politics/politics-news/global-warmings-terrifying-new-math-188550/ Bloomberg article: Stranded Assets’ Risk Rising With Climate Action and $40 Oil. https://www.bloomberg.com/news/articles/2020-08-11/why-climate-action-40-oil-create-stranded-assets-quicktake How AI and satellites can help cut emissions | The Leonardo DiCaprio Foundation - https://www.leonardodicaprio.org/how-ai-and-satellites-can-help-cut-emissions/ Al Gore and Gavin McCormick - CEO of WattTime - announced the launch of a New coalition called “CLIMATE TRACE”  — which stands for “Tracking Real-time Atmospheric Carbon Emissions” - https://medium.com/@algore/we-can-solve-the-climate-crisis-by-tracing-pollution-back-to-its-sources-4f535f91a8dd More about Mark Campanale: Mark was a co-founder of some of the first responsible investment funds, firstly at Jupiter Asset Management in 1989 with the Ecology Funds, NPI with Global Care, the AMP Capital Sustainable Future Funds, and Henderson Global Investor’s Industries of the Future Funds. Mark served on the World Business Council for Sustainable Development working group on capital markets ... leading up to the 1992 Earth Summit; was a Member of the Steering Committee of UNEP Financial Sector Initiative (1999-2003) and continues to advise a number of financial institutions including Tribe Impact Capital and Consilium Capital.   Mark is a Founder Director of the UK Sustainable and Responsible Investment Forum (UKSIF), 1990-2006, is a member of the Advisory Council of ImpactBase.org; a member of the Advisory Board of the Gordon and Betty Moore Foundation’s ‘Conservation and Markets Initiatives’; a member of UNCTAD’s Sustainable Stock Exchange’s Green Finance Advisory Group; and is the Hon Treasurer of The Rainforest Foundation UK.  Mark was also Founder of the Social Stock Exchange, funded by the Rockefeller Foundation and more recently Big Society Capital. -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business model - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Bericht aus dem Kabinett (ab 2:09) Naive Fragen zu: Macron/Merkel (ab 16:22) - wird's auch um die Verhinderung israelischen Annexion gehen? (19:25) Kohleausstieg (ab 20:20) - hat die Bestandsgarantie für den Tagebuch Garzweiler immer noch Bestand hat? Wenn ja, warum? (ab 22:00) - welche Kohlekraftwerke werden wegen Datteln 4 nun konkret abgeschaltet? - wie viele werden in den nächsten 5 Jahren und bis zum Ende des Jahrzehnts stillgelegt? - welche Rollen spielen die CO2-Emissionen durch den Transport von Kohle nach Deutschland? Muss ja importiert werden... - aus welchen Ländern wird Kohle importiert? - haben Sie Kenntnis über die Wirtschaftlichkeit der bestehenden Kraftwerke? Können Sie die Zahl von 90% aller KKWs seien nicht mehr rentabel von Carbon Tracker bestätigen? Sudan-Konferenz (ab 29:25) - wird's um den Nil-Streit zwischen Ägypten und Äthiopien gehen? welche Haltung hat die Bundesregierung zu diesem Konflikt? (32:14) Seehofers Inszenierung & Anzeige (ab 33:25) - können Sie begründen, warum der Innenminister ein demoliertes Polizeifahrzeug als Kulisse nochmal aufstellen ließ um sich dann da abzulichten? (ab 34:00) - hat der Innenminister gewusst, dass es eine Inszenierung war? - jetzt wo sie wissen, dass es eine Inszenierung war, wie bewerten Sie denn diese Inszenierung? (ab 43:57) Zollkontrolle bei Tönnies (ab 56:54) - waren die Arbeitsschutzbehörden des Zolls zuletzt bei Tönnies in Rheda-Wiedenbrück oder in anderen Werken von ihm? Gleiche Fragen zur "FKS", also die Finanzkontrolle Schwarzarbeit - warum können Sie das nicht konkret sagen? - ist es geheim, wen die FKS kontrolliert? Steueroasen (ab 1:09:33) - Sie haben angegeben, dass Bundesbürger im Jahr 2018 auf Konten der Insel Jersey insgesamt €180 Milliarden geparkt haben - aber können Sie uns sagen, wie viele Bundesbürger das sind? - Sehen Sie Jersey als Steueroase an? - gehören zu diesem "Informationsaustausch" die Cayman Islands, die Bahamas? Bitte unterstützt unsere Arbeit finanziell: Konto: Jung & Naiv IBAN: DE854 3060 967 104 779 2900 GLS Gemeinschaftsbank PayPal ► http://www.paypal.me/JungNaiv

A new report from Carbon Tracker finds that not only have oil and gas companies not been budgeting for plugging and abandoning wells, they've been grossly underestimating the cost of that work, especially for fracking wells. The COVID-19 pandemic has only highlighted the problem. Report co-authors Rob Schuwerk and Greg Rogers join to talk about the size of the problem, the cost, and who will ultimately pay. Report: https://carbontracker.org/reports/its-closing-time/ Support us: https://www.drillednews.com/support-us Learn more about your ad choices. Visit megaphone.fm/adchoices

Les prix du pétrole ont repris un peu de vigueur ce mardi, après l’annonce d’une nouvelle coupe de production de l’Arabie saoudite. Mais l’épidémie de coronavirus risque de marquer très durablement les industries fossiles du sceau du déclin. Toute l’industrie pétrolière s’interroge sur l’impact à long terme du coronavirus. Pour le patron de la compagnie britannique BP, dont les rapports sont toujours très scrutés dans le secteur, « Le choc sur la consommation de pétrole va durer au-delà de l’épidémie. » Bernard Looney a, il est vrai, repris les rênes de la major britannique en février, juste avant que le coronavirus ne fasse s’effondrer de 30% la consommation mondiale de pétrole en clouant les avions au sol et en perturbant largement les transports routiers et maritimes sur la planète. Pic de la demande pétrolière atteint ? Il juge dans une interview au Financial Times que « le télétravail mis en place pendant le confinement va persister, ce qui va diminuer durablement les besoins de transports… Nous avons peut-être atteint le pic de la demande pétrolière, conclut-il, c’est possible, je ne l’exclue pas. » Pic atteint ou pas, l’Arabie saoudite va cette année redescendre à son niveau de production de… 2002. En juin la compagnie nationale saoudienne Aramco ne produira plus que 7,5 millions de barils par jour, 40% de moins qu’au mois d’avril qui certes était record (12,3 millions de barils jour). Le Koweït et les Émirats arabes unis ont aussi annoncé des coupes de production additionnelles, en plus du volume consenti par les membres de l’alliance OPEP+, qui associe la Russie. Fermer davantage les vannes, c’est ce que l’Agence internationale de l’énergie avait appelé les pays producteurs à faire. L’AIE, qui encourage les Etats à soutenir plus que jamais l’essor des énergies renouvelables, table dans son dernier rapport sur un déclin d’au moins 9% de la demande pétrolière en 2020. Ce devrait être l’énergie fossile la plus touchée par le coronavirus si l’on considère l’année entière. La demande de charbon résiste mieux En revanche la consommation de charbon chutera moins d’après l’AIE, de seulement 8%. Et toute la baisse a déjà eu lieu au premier trimestre. Cette relative résilience du charbon s’explique par l’inertie des politiques publiques en faveur de cette énergie. Plus de 600 milliards de dollars sont programmés pour la construction de centrales à charbon dans le monde, dont 80% en Asie, selon Global Energy Monitor. Même si les banques, y compris asiatiques, tournent les unes après les autres le dos au charbon, jugé incompatible avec les objectifs environnementaux, les projets déjà dans les cartons seront réalisés. La Chine vient d’autoriser de nouvelles provinces à lancer des chantiers, souligne un rapport de Carbon Tracker, et elle a importé 22% de plus de charbon au mois d’avril, par rapport à l’an dernier. En Corée du Sud, au Japon, et dans les pays en développement qu’ils financent, comme le Vietnam ou l’Indonésie, les gouvernements vont orienter des fonds consacrés à la relance post-coronavirus vers des entreprises en difficulté du secteur du charbon.

In a new series by the Institute of Economic Affairs, the IEA will explore free-market approaches to achieving the Government's target to achieve net-zero carbon emissions by 2050. In recent years climate change has been seen as the existential crisis of our time. But with the growing threat of coronavirus and a global health crisis on a scale many of us cannot comprehend, will the battle against climate change retain its urgency? To achieve Net Zero by 2050, we will need urgent action and the government will have to implement changes that will impact peoples' everyday lives. Some argue that we will need to overturn our whole economic system, but with huge green innovation in the private sector, are free-market solutions the way forward? Or Should we be looking towards a global Carbon tax and other policy-based interventions? Here to discuss in this episode is Kingsmill Bond, the New Energy Strategist for Carbon Tracker, a financial think tank that carries out in-depth analysis on the impact of the energy transition. Kingsmill believes that this revolution is the most important driver of financial markets and geopolitics in the modern era.You can subscribe to this podcast on Apple Podcasts, Spotify and Podbean.

In today’s episode, we cover:What is Carbon Tracker and what’s it role in the financial markets?How fossil fuels and carbon emissions play into the valuation of stocks, etc.How Carbon Tracker influence investors and their strategiesThe investment risk associated with not factoring in climate changeThe meaning and examples of a “stranded asset”How the energy transition to cleaner technologies can disrupt incumbent industries to the detriment of investorsHow inertia continues to drive the construction of fossil fuel infrastructureAsset reallocation as the primary lever in Carbon Tracker’s strategiesKingsmill’s prognosis of the fossil fuel industryAllocating out of the “losers” than allocating into the “winners”Kingsmill’s journey to working on energy-transition financial strategyFossil fuel incumbents, friend or foe to the climate change movement?Links to topics discussed in this episode:Carbon Tracker: https://www.carbontracker.org/Carbon bubble: https://en.wikipedia.org/wiki/Carbon_bubbleUnburnable carbon: https://www.carbontracker.org/terms/unburnable-carbon/Stranded assets: https://en.wikipedia.org/wiki/Stranded_asset

New analysis from Carbon Tracker finds governments and investors risk losing $1 trillion through investments in new coal generation, because it can’t compete with wind and solar.

In Paris in 2015 world leaders agreed on a binding commitment on climate change. They committed to keeping the increase in global temperatures to just 1.5 degrees Celsius above pre-industrial levels. Heathrow airport has been planning to expand by building a third runway. But last week environmentalists successfully challenged the third runway on the basis that it couldn’t demonstrate how the expansion of the airport was consistent with the UK government’s commitments on climate change. It’s the first major demonstration of the impact of the Paris climate accord on the UK’s CO2 emissions, and it has huge implications for future infrastructure projects. What could the ruling mean for the future of the UK economy? We discuss with Mike Berners-Lee, a professor in the environment centre of Lancaster University, and Kingsmill Bond, an energy strategist at the financial think-tank Carbon Tracker. Presenter: Mathew Price Producers: Rory Galloway and Duncan Barber Editor: Harriet Noble Mixed by Emma Crowe

Hello Listeners, Today is a very special episode with Nick Robins and Alexandra Pinzon. Nick is Co-Founder and Director of Investor Watch which set up the Planet Tracker Initiative and was also Co- Founder of Carbon Tracker. He is a professor in practice for sustainable finance at the Grantham Research Institute on climate change and the environment at LSE. Alexandra Pinzon is a policy fellow, conservation finance. Prior to this she worked at Global Canopy leading their financing sustainable landscapes program. In today’s episode we discuss their upcoming report The Sovereign Transition to Sustainability, Understanding the Dependence of Sovereign Debt on Nature”. Enjoy and thanks for the listen!

An episode with Mark Campanale and Matt McLuckie of Planet Tracker, a non-profit financial think tank focused on planetary limits and financial markets e.g. fisheries, water and textiles. ----------------------------------------------------------- Welcome to Investing in Regenerative Agriculture and Food. Join our Gumroad community, discover the tiers and exclusive benefits here: https://gumroad.com/investinginregenag Other ways to support my work: - Share the podcast - Give a 5-star rating - Or buy me a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture ----------------------------------------------------------- Planet Tracker’s focus is on global industry sectors defined by significant investment flows and revenues in the context of the planetary boundaries that are most threatened. This includes regional and global industry sectors such as agri-business, plastics and textiles. As natural capital declines, Planet Tracker is working with capital markets to measure the extent to which macroeconomic health, also referred to as sovereign health, depends on the sustainable management of natural capital. Through the lens of agriculture, Planet Tracker is assessing how declines in natural capital create increased credit risks for sovereign investors. In agriculture-based economies, declines in natural capital can decrease production, impacting industry revenue, tax contributions, employment and soft commodity exports, resulting in falling treasury receipts including of foreign currency. Launched a new initiative Sovereign transition to sustainability https://planet-tracker.org/tracker-programmes/food-and-land-use/sovereign-bonds/ Carbon Tracker https://www.carbontracker.org Farmed salmon project https://planet-tracker.org/tracker-programmes/oceans/seafood/ ----------------------------------------------------------- For feedback, ideas, suggestions please contact us through twitter, in the comments below or get in touch through the website www.investinginregenerativeagriculture.com Join the Investing in Regenerative Agriculture and Food newsletter on http://www.eepurl.com/cxU33P. The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.

Mark Campanale is CEO of Carbon Tracker, the financial think tank that interprets the financial realities of the energy transition. Carbon Tracker is a hugely influential body. It has led the charge on convincing investors around the world to divest of their fossil fuel assets. It was Carbon Tracker that coined the term ‘carbon bubble’ when it produced a paper in 2011 concluding that there were more fossil fuel reserves in there world than could be safely burned according to the best climate science. That reported gained a cult like status after Bill McKibben used it as the basis for an article in Rolling Stone magazine. Carbon Tracker and Campanale then went on to coin the phrase ‘stranded asset’ which conceived that fossil fuel assets could become worthless in the coming years if the clean energy transition began to gather pace. The term is now a regular part of financial market jargon and the concept has led to investors around the world reconsidering the long term value of their fossil fuel assets.

Ben Yeoh is the Senior Portfolio Manager, Co-manager of Global Equities, a specialist in Healthcare and ESG Champion at Royal Bank of Canada (RBC) Global Asset Management (GAM UK). Ben is also a member of the Investor Advisory Group at the Financial Reporting Council (FRC). He chairs the Responsible Investment Advisory Committee at Royal London Asset Management. He is also the co-author of New Text Book on ESG Investing by the Chartered Financial Analyst Institute (CFA UK) Highlights: Looking beyond the causal drivers into more active stewardship and long term sustainability There is a spectrum of capital and the markets will decide on how to react to corporates without sustainability strategy or if they decide not to price in carbon A lot of companies are over-borrowing from human capital, environmental and natural capital or cutting R&D ‘We want to avoid companies creating contingent liabilities or liabilities you don’t see on the balance sheet, which are typically extra financial, call them ESG.’ We will need abatement in hard to abate sectors like cement, fertilizers, flying, steel making, aluminum, plastics, or all that. Integrated vs exclusionary ESG vs positive impact Degrowth movement vs growth and decoupled growth ‘You need systems thinking in combination with personal agency’ ‘Stewardship Code 2020 is going to be a really important piece ... because it's putting the onus on a lot of people in the investment chain to report in a much more transparent way. I'm hopeful that is going to raise the bar in terms of what we're looking for on a systems level.’ Time Stamp: [03:38] What is sustainable and impact investing? [04:43] Active stewardship, SDGs and long-term net benefit. [07:08] Mark Carney on the spectrum of capital  [09:48] RBC as a purpose-driven organisation committing $100bn in sustainable Finance (http://www.rbc.com/community-sustainability/_assets-custom/pdf/OurCommitment_EN.PDF)  by 2025 [11:00] Integrated ESG strategy with deep stewardship [12:30] Over-borrowing from contingent liabilities and the impact on capital and returns   [13:50] Creating sustainable capital, alpha and return  [14:50] Active stewardship  [16:29] How Ben started his journey into ESG and sustainability  [19:45] Cross-silo thinking [20:20] Informal Sustainability mingle [22:00] Improvement of data availability and access  [24:18] Trends and growth of sustainable assets in all classes  [26:23] The opportunities in sustainable and impact investment [29:00] The need for abatement on certain sectors [31:00] What investors are looking for and is important to them [33:00] Climate change perceptions & YALE survey [37:50] Ben’s approach to Integrated ESG vs exclusionary vs active ownership vs positive impact [41:00] Rotten Documentary > S2E3 - WATER [43:50] Responsibility of businesses: Who is responsible for irresponsibility business? [46:60] Influencing demand-side consumer behavior [49:00] Economic approaches as solutions and interconnection with the roles of people and companies  [51:50] Trust Barometers  [52:10] Third party certifications > ILA & Partners, Impact Tracker, B-Corp  [54:30] The updated UK Stewardship Code 2020 [55:10] How do we scale ? [56:45] What inspired Ben  Useful links: Ben Yeoh’s Linkedin (https://www.linkedin.com/in/benjamin-yeoh-445133/) Ben Yeoh’s personal blog - Then Do Better  (https://www.thendobetter.com/) Royal Bank of Canada Global Assets Management  (https://www.rbcgam.com/en/landing) Mark Carney of the Bank of England (https://www.bankofengland.co.uk/about/people/mark-carney/biography) Bank of England Climate Change (https://www.bankofengland.co.uk/climate-change) Elroy Dimson (https://uk.linkedin.com/in/elroy-dimson-4a94687)   Andrew Parry of Hermes Investment Management (https://audioboom.com/posts/7189177-andrew-parry-of-hermes-investment-management-sustainability-is-an-imperative-and-the-beta-of-fu) Alex Edmans (http://alexedmans.com/) author of Grow The Pie (https://www.growthepie.net/) Global Sustainable Investment Review 2018 (http://www.gsi-alliance.org/wp-content/uploads/2019/06/GSIR_Review2018F.pdf)   Fiona Reynolds (https://twitter.com/Fireynolds) of UN PRI (https://www.unpri.org/) Yale Climate Opinion Maps 2019 (https://climatecommunication.yale.edu/visualizations-data/ycom-us/) The RBC ESG Exchange (https://global.rbcgam.com/europe/institutional/esg/content/default.fs) Colin Mayer (https://en.wikipedia.org/wiki/Colin_Mayer) author of Prosperity (https://www.amazon.co.uk/Prosperity-Better-Business-Makes-Greater/dp/0198824009) Claire Spedding Dykta (https://uk.linkedin.com/in/clairespedding) of National Grid Kate Raworth (https://www.kateraworth.com/) of Doughnut Economics Tyler Cowan (https://en.wikipedia.org/wiki/Tyler_Cowen) > Growth Rotten Documentary (https://www.netflix.com/title/80146284?s=i&trkid=14170286) - Ref: Season 2 Episode 3 > WATER Amazon commitment to NET ZERO by 2040 (https://fortune.com/2019/09/19/jeff-bezos-details-amazons-net-zero-carbon-emissions-2040-goals-climate-change/) ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) Cary Krosinky of Sustainable Finance Institute and Carbon Tracker (https://audioboom.com/posts/7348948-cary-krosinsky-let-the-best-impact-strategy-win) BCorp Certification (https://bcorporation.net/) UK Stewardship Code 2020 (https://www.frc.org.uk/investors/uk-stewardship-code/http-frc-org-uk-investors-uk-stewardship-code) Event: Sustainability Mingle (https://www.eventbrite.com/e/mingle-arts-business-sustainability-meet-new-people-have-new-ideas-tickets-71267465909) 7:30pm, 14th Nov 2019, Theater Delhi, London* * More events to come.  Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Is the Saudi state oil company Aramco finalising its much-delayed share offering just as financial markets are losing faith in the future of fossil fuels? Manuela Saragosa speaks to energy geopolitical analyst Indra Overland, who says that the transition to electric vehicles could happen much faster than expected, posing a direct threat to what is the world's biggest oil company. Meanwhile Andrew Grant of the think tank Carbon Tracker says that big institutional investors are beginning to take the financial risks posed by climate change far more seriously. But according to oil industry consultant Cornelia Meyer the highly profitable Saudi company could still prove an attractive proposition for Western investors. Producer: Laurence Knight (Picture: A Saudi petroleum plant silhouetted at dusk; Credit: Scott Peterson/Liaison)

In this interview with Mark Campanale, we discuss divestment from coal, oil and gas and the carbon bubble. Mark asks the important question, if we can't even burn all the reserves of fossil fuel companies, why are we still investing in their expansion, which could end the world as we know it? Stock prices are not properly valuing the climate risk. He goes on to describe the substantial momentum that has begun to take hold, with many taking a step up to voice their concerns and divest by moving their investments to clean energy technology or simply away from coal, oil, and gas. Over 8 trillion dollars of investments have announced divestment.Momentum around climate risk still varies a lot by geography, and some still think that only the government can solve the issue. Fortunately more and more are saying we can't wait for the government and we must act now. What we need companies to act responsibly, and incorporate climate risks into their goals and bottom line. We need a steady change to a low carbon future to avoid the bubble bursting.Mark Campanale is the founder of the Carbon Tracker Initiative, a non-profit think tank launched to pinpoint with clarity how global capital markets have failed to deal with climate risk. Mark developed the unburnable carbon capital markets thesis, the idea that there are substantial fossil fuel energy sources that cannot be burnt, if the world is to adhere to the necessary carbon budgets to limit global warming. Mark commissioned and was editor of the “Unburnable Carbon – Are the World's Financial Markets Carrying a Carbon Bubble?” report that launched launched in 2011. The post Episode 77: Interview with Mark Campanale, Founder of Carbon Tracker Initiative appeared first on The Sustainability Agenda.

Cary Krosinsky is the Co-founder of the Sustainable Finance Institute, Carbon Tracker and Real Impact Tracker, as well as a lecturer at Yale School of Management. He is the author of seven books including Sustainable Investing: Revolutions in Theory and Practice and his seventh book will look at Modern China, innovation, sustainable finance and cooperation. Cary is also an advisor to Brown University’s Sustainable Investment Fund, Deep Green Metals Inc, and principal at NPV Associates. Highlights: Being selective with experiments and ruthless with what is working and what is not Stock exchanges haven’t been providing much push for impact reporting Creating a culture of sustainable and impact investing It is essential we collaborate to solve problems together It feels like a positive to encourage foreign investment into China as foreign investors have a say over conditions for the capital deployment Ecological economics’s attempt to put prices on externalities shows that there is little use in measuring carbon footprint of a portfolio because its ultimately not very impactful What is really needed is dynamic changes in corporate strategy, investment strategies and policy and supportive policies From assessing strategies to creating a certification for financial institution at Real Impact Tracker Cary is focusing on advising companies to improve their dual sustainability finance track Some SDGs are not directly investable. We need to segment which SDGs are investable and non investable, and of the investable SDGs into the direct and indirectly investable Impact measure needs to be done at a systems level as well as a strategy level. “Finance without sustainability is a recipe for environmental and social disaster” “Sustainable investing without a business case is philanthropy” We need to run 100 or more different strategies in parallel at scale One trillion dollars of impact vs $500 trillion of tradeable assets Cary Krosinsky's personal path to impact and passion for raising awareness through education Time Stamp: [06:00] What is impact investing? [10:27] Sustainable Finance Institute to understand sustainable investments in China [13:00] How is China leading from within and what is the perception from outside? [16:55] Misconception that China has enough capital to do everything [19:09] History and development of Real Impact Tracker and the community of certified financial instituitions [23:09] How receptive are companies at being certified [24:59] Case study of Ingersoll Rand putting sustainability at its core [30:57] We need sustainability and impact with a business case [36:18] Scaling sustainability in business and The Value of Everything [45:39] Cary Krosinsky's personal journey into impact Useful Links: Cary Krosinsky's Linkedin (https://www.linkedin.com/in/carykrosinsky) Cary Krosinsky's book - Sustainable Investing Revolutions In Theory And Practice (https://www.amazon.co.uk/Sustainable-Investing-Revolutions-theory-practice/dp/1138678619) Sustainable Finance Institute (http://www.sfini.org) Real Impact Tracker (https://realimpacttracker.com/) PRI and UN Global Compact’s Value Driver Model (https://www.unglobalcompact.org/take-action/action/value-driver-model) Ingersoll Rand (https://company.ingersollrand.com/) Safaricom Kenya (https://www.safaricom.co.ke/) HBR aritcle on Calculating The Value Of Impact Investing (https://hbr.org/2019/01/calculating-the-value-of-impact-investing) IMM - Impact Multiple of Money (https://hbr.org/2019/01/calculating-the-value-of-impact-investing) UNEP - The Value Of Everything - working paper (https://unepinquiry.org/publication/the-value-of-everything/) FT - Companies resist Hong Kong ESG disclosure proposal (https://www.ft.com/content/026ee8f2-b2de-11e9-8cb2-799a3a8cf37b) Goldman Sachs launched Sustainable Finance Group (https://www.goldmansachs.com/media-relations/press-releases/current/announcement-24-JUL-2019.html) Schroders acquires BlueOrchard Impact Investment (https://www.schroders.com/en/media-relations/newsroom/all_news_releases/schroders-acquires-majority-stake-in-leading-impact-investor-blueorchard/) TPG Growth (https://www.tpg.com/) Rise Fund (https://therisefund.com/) Nick Robbins (https://uk.linkedin.com/in/nick-robins-5293a715) Mike Bloomberg (https://en.wikipedia.org/wiki/Michael_Bloomberg) Ray Dalio (https://en.wikipedia.org/wiki/Ray_Dalio) Jerry Brown (https://en.wikipedia.org/wiki/Jerry_Brown) Bill McGlashan (https://en.wikipedia.org/wiki/Bill_McGlashan)   Paul Hawken (http://www.paulhawken.com/) Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Today we’re joined by Laurence Watson, Co-Founder and CTO of Plentiful Energy and a former data scientist at Carbon Tracker. In our conversation, we discuss: • Carbon Tracker's goals, and their report “Nowhere to hide: Using satellite imagery to estimate the utilisation of fossil fuel power plants”. • How they're using computer vision to process satellite images of coal plants, including how the images are labeled •Various challenges with the scope and scale of this project, including dealing with varied time zones and imbalanced training classes. The complete show notes can be found at twimlai.com/talk/277. Visit twimlcon.com to learn more about the TWIMLcon: AI Platforms conference! Early-bird registration ends on 6/28!

ARC Energy Research Institute debated Carbon Tracker on the risks of investing in fossil fuels at the Globe Capital Conference in Toronto last month. This week’s episode outlines the arguments and outcome of the debate. Next, we debunk the Economist February 6, 2019 lead article titled, “Crude awakening: The truth about Big Oil and climate […] The post Are Investors in Oil and Gas Doomed? first appeared on ARC Energy Research Institute.

Patreon Patreon.com/kilowatt Tesla Referral Code serenad2103 Guest Plugs None Things I Like Salt Fat Acid Heat Video None The News Tesla files trademark for Teslaquila Musk Foundation donates $480,00+ dollars to Flint Schools Tesla speeds up Chinese Factory Order your Tesla before October 15th to get the $7,500 tax credit Senate bill to end tax credit and create tax on alternative fuel vehicles Bollinger B2 EV Pickup Truck Climate Change is coming According to Carbon Tracker 40% of China's coal plants are losing money Egypt could generate 53% of it's energy from renewables Chernobyl goes solar Other Podcasts Snap Contact Info: Email - bodie @ 918Digital .com Voicemail - 918-401-0071 Twitter - @918Digital Website - https://www.kilowatt.bz

This week we meet one of the most influential people on climate change you've probably never heard of. Mark Campanale is Founder & Executive Director of Carbon Tracker, a think tank whose ground-breaking Unburnable Carbon report made the entire financial world sit up and go "oh, lordy, perhaps fossil fuels aren't so great after all". It also prompted Bill McKibben to write his epic Global Warming's Terrifying New Math article in Rolling Stone magazine, which quickly became one of the most downloaded climate pieces of all time and spawned an entire new activist movement. We quiz Mark on how all this came to be and what on earth a carbon bubble really is. Sustainababble is your friendly environment podcast, out weekly. Theme music by the legendary Dicky Moore – @dickymoo. Sustainababble logo by the splendid Arthur Stovell. Available on iTunes, Acast, Soundcloud & all those types of things, or at sustainababble.fish. Visit us at @thebabblewagon and at Facebook.com/sustainababble. Email us at hello@sustainababble.fish.

Shooting the breeze or shooting the hurricane. Is that a good idea? We'll find out. Whatever you do, don't mention climate change. At least not at the EPA, although perhaps you should mention it in the confessional and it may be brought up in court.  Careful how you cross the road! Carbon Tracker believes that those electric cars could be arriving more quickly than you thought, although Shell is not so sure. More on Hinkley C. Free solar panels for social houses. It's all in this week's Sustainable Futures Report. And crunchy insects, too!  

The US Pulls out of The Paris Climate Agreement: What are the effects, and what can we do? Today we talked about the Paris Climate Agreement and President Donald Trump's decision to withdraw the United States. Our guests helped explain what exactly the Agreement aims to do, as well as what the consequences of Trump's actions are, and what comes next. We also discussed an important local effort in Austin, Texas to reduce carbon emissions through Austin Energy's Generation Plan. A group of environmental organizations are pushing City Council to adopt a goal of 75 percent renewable energy by 2027 and a fossil-fuel-free utility by 2030. Our guests were: • Kaiba White - Energy Policy and Outreach Specialist at Public Citizen Texas, member of the Electric Utility Commission Resource Planning Working Group. • Niyanta Spelman - founder and executive director of Rainforest Partnership, a nonprofit organization that protects and regenerates tropical rainforests by working with the people of the forests to develop sustainable livelihoods that empower and respect both people and nature. • Robert Schuwerk – a Senior Counsel for Carbon Tracker Initiative, an independent think tank that produces research and regulatory analysis of the financial implications of the low-carbon energy transition. He is Senior Counsel for Carbon Tracker, where his work focuses heavily on who capital markets disclosure regimes (i.e., SEC requirements) need to evolve to make climate-related financial risks more transparent to investors.

Guest Lecture: "Climate at the Crossroads: The Investor Role in Achieving a Low-Carbon Future" with Mark Campanale, Founder of the Carbon Tracker Initiative

In this episode we talk with a longtime energy analyst about why it's risky for the oil industry to assume that future demand for petroleum will remain as strong as they forecast, given the favorable economics of switching to EVs. We also discuss the recent history of oil production and prices, the future of the oil industry, the potential for transitioning away from oil and the opportunity for EVs, and ERCI - the Energy Returned on Capital Invested. And in the news segment: the oil industry's latest moves and announcements about climate change; three important trends we should recognize in the retirement of yet another US coal plant; and a new report from Carbon Tracker calls IEA and EIA on the carpet for consistently overestimating future demand for fossil fuels, and consistently underestimating the growth of renewables.

The environmental impact of investing. Some words from the world of finance with Ken Marienau on corporate, municipal, and personal finance. Some resources on this topic: Fossil Free Funds http://fossilfreefunds.org/ , 350.org's GoFossilFree http://gofossilfree.org/ , and Carbon Tracker http://www.carbontracker.org/ . Ken's company is Mission Markets, http://www.missionmarkets.com/ .

Nicole lets loose on Ed Schultz and his shilling for the Keystone XL pipeline. The Green News Report's Desi Doyen joins in to talk about the Carbon Tracker report as public comments on the KXL close tomorrow night. Susie Madrak of Crooks & Liars talks about the Ukraine coverage media fail.

Jeremy Leggett, founder of chairman of Solar Century and Solar Aid, as well as of the financial think tank Carbon Tracker, speaks to Transition Network's Rob Hopkins. He is the author of the newly-published 'The Energy of Nations: risk blindness and the road to renaissance'. http://www.routledge.com/energy/articles/the_energy_of_nations_by_jeremy_leggett/