The consequences of low ‘upstream’ investment in energy supply chains and therefore under-supply of critical materials – all exacerbated rather than caused by the Russia-Ukraine conflict – are abundantly clear today. Sustainable investing therefore has an important role to play in alleviating shortages and accelerating energy transition, not by pulling capital out of energy and materials sectors (is this ‘socially responsible’?) but by responsibly supporting capital investment to de-bottleneck current bottlenecks in the chain.
Date of publication: September 2022
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