Cement producers and their investors are navigating evolving risks and opportunities as the sector's climate and sustainability implications become more prominent. While many companies now disclose greenhouse gas emissions, the majority from carbon-intensive industries appear to delegate emissions to less efficient suppliers. Recognizing this, we underscore the necessity for a globally consolidated asset-level dataset, which acknowledges production inputs provenance.
View Article and Find Full Text PDFThere is evidence of independent power producers dominating the electricity sector's uptake of renewable energy, with utilities lagging behind. Here, we build a machine-learning-based model with multiple dependent variables to simultaneously explore environmental policy and market structure contributions to investment patterns in different technologies by utility and independent producer sectors across 33 countries over 20 years. With the analysis enabling the capture of non-linear relationships, our findings suggest substantial resistance of gas capacity to even strict carbon pricing policies, while coal appears more responsive.
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