The Changing Future of ESG Investing
The Energy Gang
Wood Mackenzie
4.6 • 1.3K Ratings
🗓️ 17 June 2022
⏱️ 55 minutes
🧾️ Download transcript
Summary
Today, we’re following the money. Where does investment go in order to build a zero-carbon future? Where does the money get used, and where does it not?
This week Ed is joined by Emily Chasan, Director of Communications at Generate Capital, and Shanu Mathew, Vice-President of Sustainable Investing and Net Zero Research at Lazard Asset Management.
There are now trillions of dollars of capital in the market, aligned with the goal of getting to net zero. But in the past few months we’ve seen a backlash from politicians, regulators and even in the investment industry itself. The idea of climate-focused investing has been under attack in a broader pushback against the concept of ESG investing. The gang examine why this is, how the landscape is changing and how we can solve the issue of short-term pressures competing with long-term climate goals.
Next up, we switch our focus to the billionaire Atlassian founder Mike Cannon-Brookes, and his bid to takeover legacy gas provider AGL in Australia. Is this the future of ESG investing?
Finally the gang examine President Biden’s use of powers under the Defense Production Act to boost clean energy. What are the implications of the government stepping in to try to direct the private sector to support climate goals?
Don’t forget to follow us on Twitter @theenergygang and let us know what you thought of today's episode.
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Transcript
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| 0:00.0 | Hello and welcome to The Energy Gang, a discussion show about the fast-changing world of energy. |
| 0:08.4 | I'm Ed Crookes. |
| 0:10.0 | Today, we're going to be following the money. |
| 0:14.5 | We're going to be talking about ways that investment gets used and doesn't get used to build |
| 0:18.6 | a low-carbon energy system. |
| 0:20.1 | We're going to be talking about the backlash against ESG investing. |
| 0:23.3 | We're going to be talking about a possible new model for using investment to counter missions. |
| 0:27.5 | And we're going to be talking about what the Biden administration is doing to mobilize capital |
| 0:31.2 | to deliver clean energy technologies when the private sector seems to be falling short. |
| 0:35.9 | Joining me on the show today, we have Emily Chason back again. |
| 0:38.0 | Emily is the Director of Communications at Generate Capital, the Green Investment firm. |
| 0:41.9 | Hello, Emily. How are you? Good to have you back. |
| 0:43.6 | Hi. Great to be back. |
| 0:45.2 | Have you been since you were last on? |
| 0:46.6 | I'm good. I've been traveling a little bit and I'm getting to enjoy some of the summer weather on the East Coast, so that's pretty nice. |
| 0:53.2 | Yeah, it has been very nice, hasn't it? |
| 0:54.8 | Yeah, likewise enjoying the weather, a little bit nervous about some of these higher temperatures we've been having |
| 1:00.8 | and the prospect of extreme heat over the summer. |
| 1:03.7 | I know that, for instance, much of the south that's been pretty brutal, hasn't it? |
| 1:07.2 | But fortunately, where we've been in the northeast, not being so bad. |
| 1:10.6 | Yeah, so it definitely felt like spring went right into summer, so that was a different way to think about it. |
| 1:15.6 | Also my pleasure to welcome back, Shanyu Matthew, |
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