As Al Gore said at the opening of COP 27 in Sharm El-Sheikh in November, we cannot choose our misfortunes, but we can choose the benefits that come from them, especially when it comes to renewable energy. Indeed, we are in the early stages of a sustainability revolution that will have the scale of the industrial revolution and the speed of the digital revolution.
News
Europe: the race to electrification, a major challenge
The drama unfolding in Ukraine signals the end of energy “recklessness” for Europe. The transition to a decarbonised economy has become a top political priority, guaranteeing our future independence.
WEBINAR | Transition energy sector strategy : The path to decarbonation: from climate-change urgency to Europe “repowering” strategic necessity
The energy crisis in Europe has shown how risky the dependence on Russian gas is. Renewables and green hydrogen are crucial and present extremely attractive investment opportunities. Beyond energy, from agriculture to textile, industrials and transport, key economic sectors will be affected by the path to a Net-0 economy. In this webinar held on 26 October 2022, Olivier Ken and Martina Turner provide an outlook of the sector.
QUAERO CAPITAL launches Net Zero Emissions fund
QUAERO CAPITAL has launched Quaero Capital Funds (Lux) – Net Zero Emission, a new UCITS fund invested in companies whose services, products or technologies contribute to the transition to a carbon-free economy. The strategy selects current and future leaders in the field of energy and ecological transition, as well as the circular economy, from around the world and across different sectors. In addition to energy, the fund managers Olivier Ken and Martina Turner also focus on food, textiles, heavy industry, transport, urban planning and the entire supply chain.
The Inflation Reduction Act – a USD 369bn bill for the climate
The Inflation Reduction Act (IRA) was signed in law by President Biden on 16 August 2022 after House Democrats approved the biggest-ever federal investment against climate change with a 220 to 207 vote.
IRA Bill: Initial comments
The Inflation Reduction Act (IRA) was signed in law by President Biden on 16 August 2022 after House Democrats approved the biggest-ever federal investment against climate change with a 220 to 207 vote. The package targets USD 369bn of spending on energy and climate change. To illustrate the monumental size, some are pointing out the spending will be four times more than Obama’s Recovery Act of 2009 for climate initiatives. The impact will be far-reaching – even pushing some technologies, in our view, past tipping points. The legislation aims to cut emissions by at least 40% by 2030.
QUAERO CAPITAL strengthens its investment team dedicated to clean energy and carbon neutrality with the appointment of Oliver Ken
QUAERO CAPITAL has hired Olivier Ken as Portfolio Manager. Based in Paris, he will join Martina Turner, manager of the Quaero Capital Funds (Lux) – Accessible Clean Energy fund, to manage a new strategy dedicated to the transition to a carbon neutral economy. Prior to joining QUAERO CAPITAL, Olivier Ken was Fund Manager at Ecofi Investissements.
Clean energy is at the epicentre of 4 positive trends
All things considered, the clean energy sector seems to be ready to enjoy a unique alignment of the stars. Indeed, never before have policy and regulation together driven clean energy forward with such force and with so much visibility.
The cost of freedom is always high… but renewables are cheap
The development of the Clean Energy sector has historically been significantly impacted by previous energy crises. The war in Ukraine and its major impact on energy markets will be no exception. Sadly, it took a tragedy at our doors for us to come to realize that renewables and energy efficiency are not only about climate change, but also about our independence, freedom, and future prosperity.
The secular growth trends in clean energy continue
During the synchronised sell-off in markets in January – mainly due to massive sector rotation in favour of “value stocks” – clean energy sector stocks suffered. And yet, the transition to clean energy keeps accelerating.