Lancea LLP has worked with Regenerate Asset Management so are delighted to see the announcement of the launch of the fund. We feel that there is scope for the further development of agriculture as an asset class and the increasing development of regenerative practises should accelerate this. COMPANY NEWS Regenerate launches first European regenerative agriculture … Read More
There is a place in the Net Zero world for each of these three: CCS, Nuclear (large and small) and hydrogen, but one must be realistic and not saddle them with the expectation that they can solve the problem. I have covered CCS and nuclear recently. This week we have a good summary of the … Read More
There are a number of countries who are well placed to become major exporters, the UK and Australia are two of them as sories below demonstrate. It is slightly disappointing that neither seem that keen to pick up the baton UK NEWS Sainsbury’s cuts ribbon on ‘most energy-efficient supermarket ever’Sainsbury’s has today officially opened its … Read More
Life in the UK can hardly get more exciting: a coronation one weekend, the Eurovision the next! In the spirit of the current weirdly camp national mood I would draw your attention to an entertaining video produced by Vattenfall to promote the only by-product from the manufacture of Green Hydrogen, namely water. They enlist supermodel … Read More
This newsletter peddles many and various stories, but none as big as the Inflation Reduction Act. It is not a stretch to imagine that the next generation will point to Joe Biden’s initiative as the moment that the energy transition got its wings. COMPANY NEWS Ørsted Posts All-Time High Offshore Wind EarningsEarnings from the company’s … Read More
Two stories today about drilling holes in the ground: This is just my view, but I suggest that the Government would be better advised to support Enhanced Geothermal that CCS. If CCS was really the answer it would have been built years ago. I shall watch with interest to see how enthusiastically the Harbour/BP venture … Read More
Looking forward to “Green Day” where the Government responds to Chris Skidmore’s Net Zero Review and, less directly to the USA’s Inflation Reduction Act. It must be said that the IRA has raised the bar for Government involvement in Net Zero spending, first in the US, then the EU and now, hopefully, the UK. It … Read More
Everyone has a view on Elon Musk, he’s hard to ignore. But I do like the description of him by Charlie Munger as “gifted but weird”. Charlie has earned the right to his views as it was him who suggested to Warren Buffet that he invest in $232m in a then unknown Chinese battery company … Read More
For those of you who are unsure as to whether to take the plunge and buy or lease an EV, a subscription like that offered by ONTO (below) is useful. You can try a couple of cars for a month or so each and see how you go or, if you are an occasional driver … Read More
Re-reading this week’s ‘bits, it occurs to me that if the Government were to implement enough of the recommendations of Chris Skidmore’s review, we would be a lot less likely to suffer disasters such as British Volt. COMPANY NEWS Lightsource bp closes first tax equity deal with Wells Fargo for 481 megawatt solar portfolioLightsource bp … Read More