“Thanks to Carbon Tracker for this important new research.
Highly recommended! Hazel Henderson, Editor”
New analyst note on the power utility profiles for members of the Climate Action 100+ investor group
Making it Mainstream is our latest note looking into Climate Action 100+ power utility profiles.
Carbon Tracker is a research adviser to Climate Action 100+ (CA100+), an investor initiative with over $33 trillion in assets under management. Making it Mainstream details our company profiles which aim to help CA100+ members engage with power utilities to ensure they align their generation activities with the temperature goal in the Paris Agreement and manage the risks associated with a transition to a low carbon economy.
Coal represents ~80% of emissions from power generation which is why we modelled it first. The profiles provide a tool for most investors who cannot simply divest, to understand their risk, engage with companies and redirect capital in a manner way that is both economically rational and consistent with the Paris Agreement.
Based on our methodology no CA100+ power utility with coal capacity is Paris-aligned and there is significant transition risk due to strong competition from renewables.
Read the analyst note to find our more and visit our CA100+ profiles webpage.