Wat is dit? Connect is het branded contentplatform van IEX Media, waar we beleggingsprofessionals met elkaar in contact brengen. Van inzicht naar inspiratie. Ook partner worden? Wij vertellen u graag meer. Sluit Rechargeable batteries: a key tool in the fight against global warming Renewable energy sources such as wind and solar can be erratic as they depend on the weather, so developing reliable ways to store energy using efficient rechargeable batteries is crucial. 3 oktober 2018 10:00 • Door Connect At a meeting in Paris on 12 December 2015, 195 countries adopted a climate agreement with the long-term goal of keeping global warming to a level “well below 2°C”. To achieve this, the countries undertook to “rapidly reduce their greenhouse gas emissions”. This agreement implies a complete rethinking of global energy production, bearing in mind that it is still largely dependent on fossil fuels, including coal and oil. Fossil fuel consumption still not falling as a climate chain reaction looms However, the latest Statistical Review of World Energy published by oil company BP shows that since 2015, total consumption (in tonnes oil equivalent) of coal, oil and natural gas rose by 0.97% in 2016 and by 1.02% in 2017 (-0.98%, 1.82% and 2.88% in 2016 and 0.69%, 1.42% and 2.69% in 2017 respectively). This runs contrary to what could have been legitimately expected. This regrettable observation raises the thorny question of how the Paris Agreement objectives are to be met. The issue is all the more pressing in that recent studies have shown that climate destabilisation could be subject to an irreversible chain reaction process; in this scenario, a rise in temperatures above a certain threshold, as yet not precisely defined (perhaps in the region of 2°C), would lead to the accelerated melting of the permafrost in glacial regions; the greenhouse gases it contains (CO2 and methane) would be released into the atmosphere, further intensifying global warming through a process as yet not properly understood; this process would result in non-linear change, in fits and starts. It is therefore becoming vital to avoid such tipping points. The answer: not just renewable energy generation, but also storage In this worrying context, the development of renewable energy (solar and wind) is essential. However, these forms of energy are irregular and unstable. One of the challenges that scientific research must quickly resolve is how to store the electricity they produce when conditions are favourable more efficiently and more economically for use when conditions are less favourable. Hoped-for innovations in this field could be accompanied by the accelerated deployment of installations to produce such forms of renewable energy. The scale of the undertaking is huge! As a study by the Carnegie Institute has shown, for example, the installation of an offshore wind farm in the North Atlantic over an area the size of India could provide humanity with all the energy it consumes. Various ways of storing energy already exist. Surplus electricity can, for example, be used to move water from a low reservoir to a high reservoir or to electrolyse water with hydrogen and oxygen, which can then be burned or used in a fuel cell, or to compress gases (such as nitrogen) to their liquefaction point. One major area of development will, however, be that of rechargeable batteries. So what about rechargeable batteries? A few points to bear in mind: a battery is composed of a cathode to reduce the metals and an anode to oxidise the metals. These electrodes are impregnated with a conducting electrolyte to enable the flow of ions. Batteries are rated in terms of their electric tension, expressed in volts (this is the difference in electric potential between the two electrodes) and by their capacity, expressed in coulombs or ampere hours (Ah). The specific energy, expressed in mAh/g, is the product of the voltage and the capacity and represents the amount of energy the battery can deliver per unit of mass (or volume), from a completely charged state to a completed discharged state. A battery’s lifespan is estimated by its ‘cyclability’, i.e. the number of charge/discharge cycles it can withstand. The nature of the chemical components and materials used determine the level of these variables. Lithium-ion: state-of-the-art, but not without issues Currently, lithium-Ion (Li-Ion) batteries are the most cutting-edge type; compared to other types of batteries currently available, they have one of the best specific energies and one of the lowest rates of discharge when not in use; research is ongoing to enhance their performance in terms of both specific energy and cyclability. The most sophisticated types, used in electric cars, could recharge in six minutes, providing 320 km of autonomy. However, elements such as cobalt (one of the components used as a support matrix in the batteries) and lithium are costly and recycling Li-Ion batteries poses a number of problems, not only technical, but also ecological, due to the toxicity of the metals they contain. This is why other avenues are being explored – including sodium-ion, lithium-sulphur and all-solid-state batteries – which should offer more economic, denser, lighter and more powerful electrochemical systems in the years to come. Environmental fund specialists at BNP Paribas Asset Management are closely monitoring the various developments in this niche sector to be in a position to invest in those companies with the best future prospects. Read more here about the latest innovations in efficient batteries. Deel via:
Impactbeleggen 30 jan JSS Green Planet Fund: Kansrijk beleggen in een groene toekomst Beleggen in de toekomst is volgens S. Safra Sarasin beleggen in de groene transitie. Lees meer over het JSS Sustainable Equity Green Planet Fund, dat in de laatste drie jaar niet alleen hard is gegroeid maar ook sterk heeft gepresteerd.
ESG 17 jan ESG is dood, lang leve ESG 2.0! Matt Christensen, hoofd duurzaam en impact beleggen bij Allianz Global Investors, schetst de vijf belangrijkste duurzaamheidsthema's van 2024. Politieke verdeeldheid dreigt het grootste struikelblok te worden.
ESG 01 nov Biodiversiteitsverlies, het megarisico dat slechts enkelen zien Het verlies van biodiversiteit is volgens De Nederlandsche Bank (DNB) een groot risico voor de financiële stabiliteit. Cardano heeft een methode ontwikkeld om dit verlies te meten en zo de beleggingsrisico’s in kaart te brengen. IEXProfs sprak met Dennis van der Putten, Chief Sustainability Officer bij Cardano.
Impactbeleggen 24 jul “Impactbeleggen is pionieren” Als hoofd Private Markets & LDI leidt Rik Klerkx de inspanningen van Cardano om voor z’n klanten, veelal middelgrote pensioenfondsen, een positieve impact en een gezond rendement te boeken. “Hun duidelijke wens is om meer te doen met impactbeleggingen. Wij komen hen tegemoet met maatoplossingen.”
Impactbeleggen 28 jun PE en impactbeleggen vormen een goede combi Private equity heeft volgens Achmea IM veel te bieden aan beleggers die naast een mooi rendement een positieve bijdrage willen leveren aan een betere wereld.
Impactbeleggen 26 jun ”De financiële sector heeft een rol te spelen” Hadewych Kuiper van Triodos Investment Management over de betekenis en het belang van impactbeleggen. “Het is een hardnekkige mythe dat impactbeleggen ten koste zou gaan van rendement.” Dit is de eerste aflevering van een serie interviews over de zin van impactbeleggen.