The POWER Interview: Evaluating Energy Investments
The post The POWER Interview: Evaluating Energy Investments appeared first on POWER Magazine.
Global upheaval in energy markets has been exacerbated by the coronavirus pandemic, and by ever-changing political winds, with energy investors at times torn between finding the best returns while also considering the impact of climate change.
Many economies depend on fossil fuels, so moves away from coal-fired power and other forms of thermal generation can have large economic consequences. There also have been concerns about maintaining reliable—and resilient—supplies of electricity as baseload power sources are shuttered and retired. Governments setting carbon-neutral and other climate goals must consider the importance of providing reliable power to national, state and provincial, and local regions, while minimizing economic impacts.
Several analysts who have spoken to POWER in the past year have discussed the balancing act facing investors, including many of the world’s largest banks and financial institutions, when it comes to performing fiduciary duties for their clients while at the same time pursuing environmental, social, and governance (ESG) strategies.…