Climate & Capital Media

Sana Kapadia, Chief Catalyst at?Heading for Change, an investor in The 22 Fund, highlights The 22 Fund’s impact investing approach in her recent Climate & Capital Media article,??“Why the Future of Climate Investing Is Systemic”. “…The 22 Fund’s portfolio companies are better poised strategically and operationally in a rapidly shifting industrial landscape. This approach shows that climate investing isn’t just about reducing carbon — it’s about financing the industries that will shape the future economy and create good, green, quality jobs that spur enhanced resilience for all.?“ Tracy Gray, Monica Dodi, Rajan Kasetty, Emilie Cortes, CFA, CAIA, Rachel Maccan, Vanessa Gray, Sarah Vaillancourt, Henry Childs II, Kevin Klowden, Steve Bash, Eugene (Gene) Cornelius, Jr., Dr. Linda Lopez, Kory Murphy, Anirban Banerjee, Lisa Riedmiller, Nadja Poljo, Rachel Hills #ImpactInvesting #HolisticInvesting #CleanJobs #ClimateTech https://lnkd.in/gS6U5CYR

Our Chief Catalyst Sana Kapadia wrote a piece for Climate & Capital Media on why the future of climate investing is systemic, and why shifting the focus from just decarbonization to also include social and economic outcomes is the key to creating long-term impact. "Advancing systemic climate investment is about activating all capital across the spectrum of private and public sources. It’s about smart, forward-thinking capital allocation. Investors who apply a systems lens will not only generate stronger financial returns, but also drive more effective, durable solutions to the climate crisis." Read the full piece here: https://lnkd.in/gS6U5CYR

“When nations can’t climate-proof their links in global #supplychains, every nation in an interconnected global #economy pays the price. And I mean literally pays the price — in the form of higher inflation, especially in food prices, as savage droughts, wildfires, and floods rip through food production.” That’s United Nations Climate Chief Simon Stiell. Sana Kapadia of Heading for Change cites Stiell in arguing that #climateinvesting must focus on systemic solutions to succeed. “A systemic approach doesn’t just mitigate risks and improve impact; it also provides a material competitive advantage,” Kapadia writes. See Kapadia’s full analysis of why investors “who embrace a #systemic approach will be the ones shaping the future.” https://lnkd.in/edr-Grv8 Peter McKillop Barclay Palmer Blair Palese Kari Huus #Climate #Investing #GlobalSupplyChain #ClimateFinance #SustainableFinance #ClimateRisk #Sustainability #FoodSecurity #Inflation #ClimateChange #ImpactInvesting #UNClimate

The Federal Reserve Board claims its Network for Greening the Financial System (NGFS) exit wasn’t political. But “the Fed’s latest abdication of its responsibilities is unjustified on the merits, will put the US government and financial sector at an economic and competitive disadvantage, and threatens to undermine the US central bank’s long-term credibility,” Graham Steele Even as Fed Chair #Powell has acknowledged that #climatechange poses serious financial #risk – warning that it could make some regions of the U.S. “unbankable” – the Fed has stepped away from the very coalition working to understand and address those risks. The US left the Network for the Greening of the Financial System (NGFS), the global coalition of central banks dedicated to addressing the financial implications of climate change, on Jan. 17, three days before Donald #Trump was elected to a second term. See Steele’s full analysis: https://lnkd.in/etfxfatt Peter McKillop Barclay Palmer Blair Palese #ClimateRisk #FinancialStability #FederalReserve #NGFS #SustainableFinance #ClimateLeadership #Decarbonization #ClimateFinance #FedWatch

Wisconsin’s Oak Creek plant is a textbook case in the risk of #strandedassets. ? “The Oak Creek gas plant could end up stranded by lower cost, less volatile, and cleaner electricity sources, just like its #coal predecessor,” Christian Fong and Joseph Daniel write. As #utilities, #banks and #privateequity invest billions in new #gas #infrastructure, advances in solar, storage and other #cleanenergy technologies raise a tough question: Are we pouring precious funding into another generation of assets that will simply become stranded as gas supplies decline or public health concerns rise? The value of #fossilfuels assets expected to become outdated liabilities, or “stranded,” as newer, cleaner and more efficient technologies come on line is estimated by a recent Massachusetts Institute of Technology study at $1.3 trillion to $2.3 trillion. #Cleanenergy portfolios are already less expensive than 72% of new gas plants without #subsidies, and cost less than 99% of new gas plants when fully maximizing #InflationReductionAct (#IRA) tax credits, Fong and Daniel write. Check out their analysis. https://lnkd.in/eZ6WfvtP Peter McKillop Barclay Palmer RMI Kari Huus #EnergyTransition #CleanEnergy #ClimateFinance #Renewables #Decarbonization #InfrastructureRisk #OakCreek #Wisconsin Climate & Capital Media #ClimateRisk?

Counterintuitively, the US exit from global energy transition partnerships might in fact “boost efforts to rapidly scale up renewable energy capacity,” writes Grant Hauber. Why? The US is the world’s largest #LNG exporter. So its departure from the partnerships this month might reduce “emphasis on a perceived need for imported gas as a ‘transition fuel’ from coal,” Hauber wrote. The Just Energy Transition Partnerships (#JETP) are a collaboration between richer nations to help developing countries transition from coal to cleaner energy. The downside of the US withdrawal, of course, is less money. “Despite the clear economic advantages of renewable energy, these transition investments require large amounts of capital.” See Hauber’s analysis of the cons, but also some unexpected pros, of the US withdrawal. https://lnkd.in/eEj2__-a Institute for Energy Economics and Financial Analysis (IEEFA) Peter McKillop Blair Palese Barclay Palmer Kari Huus Greenpeace #RenewableEnergy #ClimateFinance #SoutheastAsia #EnergyMarkets #CleanEnergy #Decarbonization #Asia #Vietnam #EnergyTransition #Japan #Indonesia #Germany

The #EU's proposed new #sustainability reporting regulation is “a massive step backwards.” That’s Richard Gardiner of the World Benchmarking Alliance: "The new rules risk creating confusion and hindering progress toward genuinely #sustainable practices." See Moriah Costa's analysis of why Gardiner and other critics say the proposal “drastically waters down” #sustainability reporting rules:? https://lnkd.in/ej-kxKSe Gardiner, Costa and Simon Nixon spoke on "The Sustainability Omnibus Podcast" of our sister publication Green Central Banking. #EU #Climate #ClimateRisk #ESG #SustainableInvesting Jamie Woolley Barclay Palmer Peter McKillop Blair Palese

Can Mark Carney, #Canada's next Prime Minister, defuse #Trump's economic pressures? Climate & Capital Media explores how Carney's cool-headed handling of past financial and political crises might be Canada's best defense. Read more here: https://lnkd.in/eUq-cuZX #MarkCarney #CanadaPolitics #EconomicPolicy #USCanadaRelations #ClimateLeadership

“An unlikely alliance” is reshaping global #shipping: Larry Fink, CEO of BlackRock, and President #Trump have joined forces to secure key #PanamaCanal ports under U.S. control. "This partnership signals a significant shift in international trade dynamics" See Peter McKillop’s analysis: https://lnkd.in/eYTbKZ8t #BlackRock #DonaldTrump #GlobalTrade #PanamaCanal #Geopolitics #climate #finance #WallStreet #climaterisk #esg #shipping Blair Palese Barclay Palmer

The fast-growing economies of Southeast Asia are also heavily dependent on coal. This means the region should be a critical focus for climate action and energy transition, especially with climate leadership in the west adrift. Here's a snapshot of how Asia Pacific banks are progressing toward #sustainablefinance. https://lnkd.in/dwq--QVe #Cambodia #Thailand #Indonesia #Philippines #Pakistan PT Bank Rakyat Indonesia (Persero) Tbk Muslim Commercial Bank Bangkok Bank Krungthai Bank KASIKORNBANK Bank of the Philippine Islands (BPI) National Bank of Pakistan UBL - United Bank Limited PT Bank Central Asia Tbk (BCA) PT. BANK NEGARA INDONESIA (Persero) Tbk. Canadia Bank ACLEDA Bank Plc. Metrobank #climatechange #climatefinance #fossilfuels #banking #greenfinance #sustainability