Climate Change Investing

Climate Change Investing

Postby helios » Sun Sep 07, 2008 11:53 pm

Climate Change for Investors

New investment is in danger of heading overseas if business continues to look for an escape from the harsh realities of climate change and does not begin a reallocation process of capital towards sustainable investments, says a visiting expert on climate change investment.

James Cameron, co-founder of British-based investment banking group Climate Change Capital, said Australia could "miss the boat" on millions of dollars of investment if the Government accepted Professor Ross Garnaut's recommendation of a 10% cut in emissions levels by 2020.

Mr Cameron, who will speak at the Australian Super Investment Conference today, told BusinessDay that fund managers, institutional investors and business might look towards Europe if a $20 a tonne carbon price was adopted in Australia.

"If there is a higher carbon price in Europe then investment will go there and thrive there," he said. "A 10% reduction is still meaningful but it doesn't compare to the level of commitment that is being put in on other levels at least at the policy level."

Mr Cameron said complaints from business were shortsighted. He called for Prime Minister Kevin Rudd to show the leadership he displayed when he ratified the Kyoto Protocol.

"What you look for in political leadership is a certain amount of courage to respond rationally to the climate science, which means dismissing arguments made by business to make life too soft. I am disappointed at some of the business leadership in Australia that is still looking for some kind of escape to the physical realities of the climate change issue."

Mr Cameron said investment on climate change was not merely about "doing the right thing" but also about new opportunities to make money.

"There needs to be a rational response to climate change in the investment community and that requires proper analysis of the risk and whatever asset class you decide to focus on — listed equities, private equity, real estate and property, agricultural land — there is a climate change dimension that needs considering," he said. "The message I will be giving is don't be timid or afraid of investing in large amounts in climate change mitigation."

Mr Cameron said: "Institutional investors in Australia have a huge commitment to the big producers and users of carbon in the way the money has flowed to the natural resource companies in Australia."

"But those companies have strong balance sheets. They can afford to make changes and find good alternatives to fossil fuels and other companies are going to grow up around the value of reducing emissions."

Source: climatechangecapital.com & theage.com.au
helios
Permanent Loafer
 
Posts: 3608
Joined: Wed May 07, 2008 8:30 am

Re: Climate Change

Postby la papillion » Mon Sep 08, 2008 12:09 am

James Cameron? hoho, reminds me of titanic...

On a more serious note, it's high time business price in the value of the environmental impact they incur to their business. Meat should be priced at many more times more expensive than it is now to reflect the damage done to the environment. Plastic bags should cost $10 per piece, not 10 cts or 20 cts. Haha :)
An investment operation is one which, upon thorough analysis promises safety of principal and an adequate return - Benjamin Graham
User avatar
la papillion
Boss' Left Hand Person
 
Posts: 599
Joined: Fri May 16, 2008 2:10 pm

Re: Climate Change Investment

Postby millionairemind » Sat Mar 14, 2009 8:37 pm

An interesting article in this week's Economist on Cap and Trade and Climate Change

America and climate change
Sins of emission

http://www.economist.com/displaystory.c ... d=13272099
Mar 12th 2009
From The Economist print edition
Barack Obama is keen to curb greenhouse-gas emissions with a cap-and-trade scheme. Can Congress come round to his way of thinking?
"If a speculator is correct half of the time, he is hitting a good average. Even being right 3 or 4 times out of 10 should yield a person a fortune if he has the sense to cut his losses quickly on the ventures where he has been wrong" - Bernard Baruch

Disclaimer - The author may at times own some of the stocks mentioned in this forum. All discussions are NOT to be construed as buy/sell recommendations. Readers are advised to do their own research and analysis.
User avatar
millionairemind
Big Boss
 
Posts: 8183
Joined: Wed May 07, 2008 8:50 am
Location: The Matrix

Re: Climate Change Investment

Postby kennynah » Sun Aug 23, 2009 6:05 pm

i submit that our earth's climate will always change....it is part of evolution that has been occurring for billions of years...

i agree that we could do more to prevent accentuated harm to our environment, but to completely stop the natural deterioration of our environment will mean a total reversal to stone age..it is just not likely.

when al gore went on his campaign for a Green world, let's not be so naive to imagine that he did so without any personal economic agenda.... whatever bill that he manages to get capitol hill to pass into legislation, his companies will profit tremendously... sure that's no crime, but when one mixes personal interests with a larger than life save-the-world effort, altruism will bound to be compromised some where along the line..

we must be aware and careful not to become unwitting stooges to profit mongers and a prey to media garbages...
Options Strategies & Discussions .(Trading Discipline : The Science of Constantly Acting on Knowledge Consistently - kennynah).Investment Strategies & Ideas

Image..................................................................<A fool gives full vent to his anger, but a wise man keeps himself under control-Proverbs 29:11>.................................................................Image
User avatar
kennynah
Lord of the Lew Lian
 
Posts: 16005
Joined: Wed May 07, 2008 2:00 am
Location: everywhere.. and nowhere..

Re: Climate Change Investment

Postby winston » Tue Oct 06, 2015 7:49 am

Investment Mega-Trends: Climate Change

Pivoting back to the environment, it’s impossible to ignore climate change.

This trend hardly exists in a bubble, but is instead directly tied to the aforementioned resource scarcity and changing demographics, as Ernst & Young pointed out in this recent report — and this trend also comes with several different angles.

Energy consumption and emissions make one huge piece of the piece of the puzzle, pointing to solar stocks as potential long-term stocks to consider.

In fact, JinkoSolar (JASO), First Solar (FSLR) and Trina Solar (TSL) are three names in Motif Investing’s climate change basket.

Nuclear energy pick Cameco Corporation (CCJ), energy storage pick Plug Power (PLUG) and agricultural giant Monsanto (MON) round out the bucket.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Climate Change Investment

Postby winston » Thu Dec 03, 2015 7:02 am

The War on Climate Change Means Big Profits for Savvy Investors

by Keith Fitz-Gerald

There are dozens of companies like Nordic Water Supply working on really innovative solutions like floating five million gallons of water across the ocean to drought ravaged regions that need it.

Or Bjarke Ingels Group, which is building a 10-mile long seawall system to protect Manhattan from flooding as the world’s oceans rise.

Alcoa (NYSE:AA), for instance, plans to build an aluminum smelter in Greenland where rich deposits of mineral resources are being uncovered by melting ice for the first time in hundreds of years. At $9 a share, it’s a screaming buy at a time when the markets have totally discounted future growth potential.

Shipping firms like Beluga Shipping GmbH are now able to route tankers through previously unnavigable, ice-locked channels saving time and hundreds of thousands of dollars per voyage. The company is privately held but there are other shipping companies I’m tracking our paid sister services that may be of interest to you.

Monsanto Co. (NYSE:MON) and other agricultural giants are adapting to hotter climates with new drought resistant seed stock. It may be controversial, but you can bet it’s profitable despite the fact that the company plans to eliminate its carbon footprint by 2021.


Source: Total Wealth

http://totalwealthresearch.com/2015/12/ ... /#deeplink
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Climate Change Investments

Postby winston » Thu Dec 03, 2015 7:04 pm

7 surprising ways to cash in on climate change

By Rick Newman

Source: Yahoo Finance

http://finance.yahoo.com/news/7-surpris ... 38834.html
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Climate Change Investing

Postby winston » Tue Dec 15, 2015 12:50 pm

3 Stocks Helping Fight Climate Change

These picks are profiting from the shift to alternative energy

By Alyssa Oursler

Source: Investor Place

http://investorplace.com/2015/12/climat ... m-bu_l96M8
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Climate Change Investing

Postby investar » Sat Feb 22, 2020 11:27 pm

The three stocks from that dec 2015 article turned out quite well!

FSLR, meh, not much happened
ORA, from 36$ to 86$ today
and TSLA, from 212$ to 901$ today...

This investment theme is going to stay relevant in the next 5 years for sure.
1) Energy Efficiency; 2) Wind; 3) Solar; 4) YieldCos; 5) Nextgen Vehicles, Batteries & Storage; 6) Nuclear; 7) Hydro; 8) Diversified Cleantech; and 9) Other Cleantech.

Any idea which stocks to choose now?

LIQT Liqtech?
ECL Ecolab?
Vestas?
ENPH?
NEE? NextEra?
investar
Boss' Left Hand Person
 
Posts: 813
Joined: Tue Feb 16, 2010 11:59 pm


Return to Other Investment Instruments & Ideas

Who is online

Users browsing this forum: No registered users and 7 guests

cron