Home Renewable Energy R&D The Low Carbon Economy: GS SUSTAIN equity investor’s guide to a low carbon world, 2015-25
The Low Carbon Economy: GS SUSTAIN equity investor’s guide to a low carbon world, 2015-25

The Low Carbon Economy: GS SUSTAIN equity investor’s guide to a low carbon world, 2015-25

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As world leaders gather for the Global Climate Summit in Paris, we highlight the impact of tightening emissions regulation on our coverage. This structural challenge is reflected across the GS SUSTAIN approach, from our Governance and Risk Management framework (GRM) to the Competitive Positioning frameworks of our sector teams in key sectors such as autos and utilities. In this report we focus on how evolving low carbon technologies are beginning to reshape global industries. We identify LEDs, solar PV, onshore wind, and hybrid & electric vehicles as clear front runners in the emerging low carbon economy, now a $600 bn+ pa revenue opportunity. As they benefit from growing regulatory pressure and cost reductions, these technologies are taking market share in lighting, power generation, and autos. In the process they are not only delivering emission reductions at the Gigatonne scale, but also changing competitive dynamics, with ripple effects across our coverage.

More Information…………Goldmansachs Report

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Anand Gupta Editor - EQ Int'l Media Network

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