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CLIC™ conversations: decarbonising industry
Industry is the third largest consumer of energy after buildings and transport, and a major source of emissions.
In the fourth episode of our six-part series on the climate transition, we focus on industry and industrial production. Based on current trends, emissions from the industrial sector would account for 45% of allowable emissions in a Paris-aligned scenario over the period to 2060, with emissions from the sector eventually exceeding our total annual carbon budget.
Senior Sustainability Analyst Thomas Höhne-Sparborth outlines the need for alternative and more technologically-sophisticated solutions to curtail emissions, and explains what this looks like in practice.
“[Industrial] sectors are very much a vital part of the economy and, certainly, they can decarbonise and we can identify leaders within these industries that are doing precisely that”, says Höhne-Sparborth.
To find out more about the challenges and opportunities presented by the modern industrial revolution, listen to the full episode below.
Top three takeaways for investors
• Investors should not shy away from high-emitting industries. We need to recognise that they are often vital to the economy and there are leaders here who are proving that decarbonisation is possible.
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Identifying these leaders can reduce transitional risks and unlock new commercial opportunities.
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As investors, we need to move away from simple carbon footprinting. We need to embrace forward-looking assessment capabilities.
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