Browsing: Analysis

Electrolysis Hydrogen

Green hydrogen is expected to play a central role in the decarbonisation of hard-to-abate sectors, and by 2050, as much as 20% of global demand for the fuel and its derivatives could be met through international trade. That’s the key finding of a new report from the International Renewable Energy Agency (IRENA), which outlines how emerging export hubs in Latin America, Africa, and the Middle East could reshape global energy flows—if financing conditions don’t get in the way.

Climate Risk or Climate Opportunity? JP Morgan and UK Actuaries Clash on Financial Futures

As financial institutions attempt to quantify the impact of climate change on global markets, two recent analyses have laid bare a profound divergence in approach. On one side is JP Morgan Chase, the world’s largest bank, which positions climate change as both a risk and a strategic investment opportunity. On the other, the UK’s Institute and Faculty of Actuaries (IFA) raises alarm over deep systemic vulnerabilities and the potential for severe economic disruption.