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...
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...
The 10th anniversary of Tunisia’s democratic transition (14 January 2021) was marked by the start of violent protests across the country, with many youths expressing outrage at the lack of economic opportunities and spiralling Covid cases that have p...
Global negotiations on climate control at events such as COP 26 (the UN Climate Change Conference) are determined by a few countries and political blocs which account for the majority of greenhouse gas emissions: China, US, EU, India, Russia, and Jap...
Two decades ago, when I was in the strategic planning department of an international oil company (IOC), the European oil and gas industry was enthralled by hydrogen. Here was another molecule with the alluring promise to decarbonise our business whil...
So many assets have been raised under the banner of "Environment, Social, and Governance" (ESG) with varying degrees of sincerity, as demonstrated by the SEC investigation that was opened into Deutsche Bank's asset management arm DWS in August. The E...
While lockdowns, and recessions in general, are good for the environment because they reduce emissions, de jure and de facto loosening of regulations post-lockdown may counteract that. While solar is likely to be a winner, especially in emerging mark...
This is perhaps explained by the fact that the two largest countries in the MSCI EM and FM indices, China with a 38% weight (excluding Hong Kong) and Vietnam with a 31% weight, respectively, have generally poor scores in third party indices of govern...
Amid although the hullabaloo, even euphoria, over green bond issuance, one statistic is easily missed. Green bond issuance is expected to continue to increase, especially amid strong investor appetite, as my colleague Janet Ogunkoya recently wrote, e...
EU allowances (EUAs) or EU carbon credits allow an entitled company to emit a ton of carbon dioxide or the equivalent amount of greenhouse gases that year. This sets a logical upper bound (at the time of writing) for the price of traded EUAs – simply...
