Renewable energy - when double digit growth is too slow - Lombard Odier Investment Managers

At a global level, the energy sector accounts for as much as 70% of all manmade Greenhouse Gas (GHG) emissions. As a result, climate change policies and efforts to limit global warming to well-below 2°C depend vitally on the decarbonisation of our energy system.

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... After decades of growth in GHG emissions, it was therefore welcome news when from 2014 to 2016 emissions from the combustion of fuels appeared to stabilise. Although emissions need to fall, and not merely stabilise, this initial success appeared to be a step along the right path. In 2017 and 2018, however, progress reversed with emissions from energy reaching an all-time high, increasing 1.7% last year. This article reveals where the root of the problem may lie. 

Date of publication: November 2019

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