There are those that failed to see it coming or adapt fast enough. The poster child of the old world is General Electric. Three CEOs in three years reflects the magnitude of the structural challenges GE is facing.
renewable energy
Q&A with Paul Chadwick from Nanuk Asset Management
Paul Chadwick, Managing Director of Nanuk Asset Management, discusses the firm’s foundations and history of outperformance against global benchmarks.
Batteries have been the missing link for renewables
Nanuk’s CIO, Tom King, believes that batteries have potential to change the world. While there is an uneasy debate in Australia between different sides of the climate debate, it is getting easier to mount a case against building anymore coal-powered electricity plants.
Nanuk Note: Electric vehicles, solar & wind generation
The nascent electric vehicle industry dominated headlines once again in August. Global electric vehicle sales rose by 77% year on year during the second quarter, powered by surging sales in China.
Global support ahead of UN climate talks highlights Australia’s tale of woe
Australian Ethical assesses energy policy as part of the investment process for the award-winning International Equities Trust. The assessment looks through the lens of primary energy consumption in all regions the Trust seeks to invest. For each type of energy source, the policy is assessed to be either being supportive, neutral, or negative with assessments […]
Australian Ethical updates its global energy policy assessment
Australia’s government shows an ideological opposition to renewable energy Surging US crude oil production will bring the energy security debate back to the fore US Environmental Protection Agency tightening the rules around all forms of pollution (carbon, SOx, NOX, mercury) Google financing US residential solar systems German energy policy takes a pragmatic turn – pressure […]