Transport
Choosing a flight path: how investors navigate SAF pathways
Sustainable aviation fuels have eight certified technology pathways with varying investment cases. In a fast-growing market, SAF technologies are competing to attract institutional attention
Out now: Spark! Infrastructure: the LNG bubble
The third issue of Spark! zooms in on the role of infrastructure investment, covering both risks of stranded assets in LNG as well as emerging opportunities in transition assets
Bilateral Article 6 agreements are vital to scale up SAF
Ahead of COP30, Maria Del Mar Whittaker, chief corporate responsibility officer at Latin America’s Abra Group, says bilateral Article 6 agreements are key to scaling up sustainable aviation fuels (SAF)
Inside Australia’s billion dollar push for low-carbon fuels
Scaling up the nascent industry is key to delivering the country’s new 2035 emissions reduction target
Climate Matters: Electric vehicles—rising sales and falling equities
Despite facing challenges in recent years, Craig Cameron of Templeton Global Equity Group believes the current environment for electric vehicles (EVs) is appealing. In this article, he explores the key supply and demand factors shaping the future of the EV sector and offers insights into where investment opportunities may be found.
Tesla shares in the rearview as pension funds shift into reverse
Pension funds have been falling out of love with Tesla shares amid growing concerns over governance and valuation, with some questioning whether the firm is still ‘a leader in the green transition’
Who is financing sustainable aviation fuels?
The SAF industry is moving up the financing ladder. Companies are seeking new investors to build scale and lower prices.
IRA deep dive: opportunities created ‘up and down’ the net-zero value chain
The US's Inflation Reduction Act and other green policies are bolstering clean energy investment, despite strong economic headwinds and the looming political risk of a second Trump administration
Green hydrogen: still too niche for institutional investors?
While some asset owners are taking a pioneering first-mover approach, others struggle to find appropriate investment opportunities
Now boarding: net zero aviation
Is hydrogen-fuelled sustainable aviation ready for patient capital?
