Energy and Nature Transition
Simplified

Source: Global Project Finance Spread . Special thanks to Christian Wilison, Gireesh Shrimali, and Ben Caldecott for their paper Financing costs and the competitiveness of renewable power ( https://doi.org/10.1016/j.isci.2025.113777 ) . Capital costs now play a decisive role in determining whether solar and wind can compete with fossil fuels. Rising interest rates have increased borrowing costs for all technologies, but renewables have been hit twice as hard. Lowering the w

BloombergNEF : Graph of BloombergNEF Biodiversity Funding Priority Regions in 2024 Biodiversity, such as species and habitats, is the foundation of all ecosystems . The responsibility to prevent loss in biodiversity falls on corporations that benefit from nature's services. Implementation of biodiversity and ecosystem measures demonstrate important action taken by companies to prioritize nature assessments. As emphasized by Bloomberg , nature and climate display intrinsic dif

Ten years on, the Paris Agreement remains the backbone of global climate cooperation. It has lowered projected warming by nearly 1°C and reshaped policy, finance, and technology. Yet current commitments and implementation still fall short. The 1.5°C goal is slipping out of reach unless action accelerates dramatically this decade.  Source: UNEP Why This Matters?   At the current pace , the 1.5°C carbon budget will be exhausted before 2030.  Even if every current pledge is met,

Over the longer term, oil demand growth is expected to slow, shifting toward emerging economies and petrochemicals while demands in OECD countries and transportation use declines. This widening gap between rising supply and plateauing demand signals a more volatile market—new risks for investors, businesses, and policymakers navigating the energy transition Why It Matters?   Investors : oil prices may weaken, affecting returns and highlighting the need to integrate additional

LNG which was once the flexible bridge fuel of the energy transition, is now possibly the next oversupplied commodity. A new report from LSEG  shows a risk of oversupply for the global LNG market. If many of the projects that have not reached a final investment decision (pre-FID) are built, global liquefaction capacity could grow at about 8.1% compound annual growth to 2035 far faster than expected demand. In short, the market is facing long-term oversupply, according to  L

Crude exports from Corpus Christi from Jan 2024 to Oct 2025 concentrate heavily in a few markets. The top ten destination countries take about 73% exports, with the United States alone at roughly 16%. Many of those top destinations for example the U.S., South Korea, the Netherlands, the U.K, Germany and Spain are also recording fast EV growth, which shrinks future transport oil demand. ( EVs & Beyond ) This overlap creates a possible structural risk for long-run crude demand

U.S. LNG Exports, Monthly, By Port, 2022-2025 (Source: Refinitiv). Global LNG capacity is projected to grow by 60% by 2030, with the U.S. expected to contribute half of that growth. The Corpus Christi LNG terminal, operated by Cheniere Energy, is rapidly emerging as a cornerstone of the U.S. liquefied natural gas export boom. This rapid expansion could lead to a significant oversupply, meanwhile, domestic U.S. gas prices face upward pressure due to slower deployment of renewa

Source: AP Photo/John Locher For the first time, renewables have overtaken coal as the world’s largest source of electricity, marking a pivotal shift in the global energy transition. Despite surging demand, clean energy is scaling fast enough to meet new needs and curb emissions. With global clean-energy investment projected to reach $2 trillion in 2025, the shift reflects not ideology but market momentum transforming the world’s energy and financial systems.   Why This Matte