Adelpha have put together a brilliant piece on decarbonisation that looks at perspectives of carbon pricing, technology, infrastructure, and external stimuli and how this all fits together from an investor point of view. There is some useful and thought-provoking information. This PDF is particularly interesting after news a few days ago on the Bill Gates-funded Breakthrough Energy Science group about the impact better cables could have on decarbonisation in the US.
Adelpha’s Insights on Decarbonisation
