Thought Leadership Articles
Short Thematic Presentations
Thematic Videos from our Managing Partner
Following on the heels of Net Zero momentum is a push for a reduction in global Plastic Pollution, particularly with respect to single-use plastics (SUP). Plastics “users”, be they consumers (pull) or corporates (push) selling to them, are unfortunately still slow to change. On the other hand, innovators are addressing the problem, most impactfully via alternative materials and recycling processes. Hopefully, the next 5-10 years – driven by consumer awareness, innovation, funding and legislation – will witness a major transition away from fossil fuel derived single-use plastic.
There is increasing momentum towards a formalised ‘Circular Economy’ (CE) from linear (make-take-dispose), driven by a combination of natural resource depletion, environmental impact and scope for huge economic benefits. The CE will impact all major global industrial & service sectors; with different drivers, currently greatest application is being pursued in food, plastics, construction, textiles and scarce raw materials.
The “Hydrogen Economy” is taking off and seems to be “different this time”, as various supporting drivers are aligned. Fundamental hydrogen technology has finally reached pre-commercialisation phase, but significant effort is still required to drive the cost curve as well as build out the broader ecosystem. This is leading to an explosion in innovation and start-ups. Policy and industrial activity has exploded over the 2019-2020 timeframe and investor interest – especially among corporates – is very strong.
We all know about the problem: excessive anthropogenic CO2 (greenhouse gas) emissions putting the world (and mankind) on a potentially irreversible path towards climatic disaster. The fightback is gathering steam and negative emissions technologies (including CCUS ) are emerging as vital tools in the pursuit of ‘Net Zero’. CleanTech Capital Advisors reviews some of the most promising technologies and (humbly) evaluates their prospects.