Investors, businesses and governments are taking action today to decarbonize future growth in the global economy. This is because growing carbon emissions threaten the long-term stability of global markets. But as these commitments accumulate, market actors require more in-depth data and insight to navigate tomorrow's low carbon economies. What will national energy markets look like in 2025 or 2030 and which energy sources will be the winners and losers? What are the investment risks and opportunities associated with countries achieving their emission reduction targets? And what are anticipated impacts on employment?
We built a market-driven model to provide answers to these questions, and our recently published study is the first presentation of the results. Titled "The Climate Moment: Anticipating New Energy Markets, Investment Risks and Opportunities & Jobs in the Low Carbon Economy," the study is an in-depth analysis of 11 of the largest carbon markets in the world, plus a special section on France. For each market, we use emission reduction pledges to the Paris Climate Conference (called INDCs in UN-speak) to calculate the INDC-related investment required, payback periods, avoided costs, energy sector winners and losers and employment impacts. In addition to summarizing these data in a user-friendly presentation, the study includes 50 original research insights revealing tangible policy, investment and business trends in each country for readers to be aware of.
This study provides the most comprehensive overview to date for market actors to better "connect the dots" between INDCs and their impacts on investment portfolios, business operations, and national policy making. To enrich the study's findings, we are introducing a new service that offers a full customization of the assumptions and policies analyzed. Our modeling makes certain assumptions around factors like GDP growth or energy prices, and this customization option allows clients to request their own scenarios directly through this web platform. The result: our clients will be able to better capture the peculiarities of each national market and to analyze future uncertainty related to growth, the role of renewable energy and energy efficiency and different policy interventions. Click here to learn more about this customization offering.
This study is a joint publication between Dual Citizen LLC (Jeremy Tamanini) and KnowlEdge Srl (Dr. Andrea M. Bassi), a consultancy providing integrated modeling to inform decision-making. Other contributors include Marcus Andersson (Tendensor International), James King (Research Analyst), Riccardo Mastini (Research Analyst) and Julieth Valenciano (Research Analyst).