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Paul Domjan
Senior Contributing Analyst @ Tellimer Research
Paul writes for Tellimer, having previously been Head of Research. He is CEO of Enoda, a start-up developing and commercialising technology to enable the transition to renewable energy and green hydrogen. He joined Tellimer from 4CAST-RGE, a leading provider of thematic and intraday economic analysis, where he served as CEO. Paul has a strong background in public policy, as a special adviser to the UK parliament, energy security adviser to the U.S. Department of Defense and political scenarios analyst at Royal Dutch/Shell. His writing at Tellimer represents his personal views.
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Latest articles from Paul Domjan
Weekend Reading /
Global
An obscure treaty threatens climate goals, but fixing it may hurt EM investment
A key to making happen this was reducing perceived political risk so that investors could accept the additional constraint of local content requirements. Although the ECT was always designed to support oil and gas investment, you would not know it fr...
Paul Domjan @ Tellimer Research 4 December 2021
Global Themes /
Global
Climate to become the default ethical investment choice, usurping ESG
COP26 produced relatively little progress towards a coherent global framework. Nationally Determined Contributions will be updated and reviewed more frequently, but there are still no penalties for failing to implement them or setting the bar too low...
Paul Domjan @ Tellimer Research 22 November 2021
Weekend Reading /
Global
COP26 winners & why the most important recent climate success wasn’t in Glasgow
I always write the three bullets at the top of weekend reading last, so I start writing by filling in the bullets as Blah, Blah and Blah. In August, I had no idea what we would do with all the excess CO2 in the atmosphere. It was clear at COP26 that ...
Paul Domjan @ Tellimer Research 20 November 2021
Weekend Reading /
Global
ESG will be upstaged by low cost, climate-based investing post COP-26
But, at the end of the day, COP will produce relatively little progress towards a coherent global framework. Moreover, different companies and investors cared about different aspects of being socially responsible. Not only did they want to see the go...
Paul Domjan @ Tellimer Research 6 November 2021
Weekend Reading /
Global
Green bonds and debt swaps are a bad way to fund biodiversity, decarbonisation
As my Tellimer colleague Janet Ogunkoya has explored, green financing is growing, and EMs don’t appear to be getting their fair share of the concessionary pot. The pricing issue is straightforward: Apart from charity, why should an investor pay a pre...
Paul Domjan @ Tellimer Research 23 October 2021
Weekend Reading /
Global
Europe’s natural gas crisis is a taste of things to come; the US will do better
In February 2006, I spent my last day as the Energy Security Advisor to the US European Commander at NATO discussing Russia’s first use of its feared energy weapon against Ukraine earlier that year. Many commentators have already discussed the immedi...
Paul Domjan @ Tellimer Research 9 October 2021
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