2023新兴经济体可再生能源投资趋势与风险报告（英文版）--TriodosIM免费下载

Investing in renewable energy in emerging markets – trends and risksOctober 2023For professional investors only.2Who are we?Greig Blackie, CFAFund Manager Triodos emerging market renewable energy fund • Fund manager of the Triodos emerging market renewable energy fund and Triodos Greenfund since 2020• Prior experience: Mercer Investment Consulting developing investment solutions for institutional investorsGerrit-Jan BruninkPrincipal Investment ManagerEnergy & Climate• Founder of the Energy & Climate – Emerging Markets activities at Triodos Investment Management. Focus on origination, due diligence and execution since 2007• Prior experience: ABN AMRO Global Clients & FMO Dutch Development Bank as a Senior Investment Officer and Manager of the Least Developed Countries Infrastructure Fund3III – Investment examples - risks & mitigants II – Triodos & Energy transitionI – UrgencyIV – Portfolio solutions4This was last year: reports couldn’t be clearerGuterres: “ I’ve seen many scientific reports in my time, but nothing like this”5And this is 2023: “we’re really starting to feel it”The fossil fuel sector propped up by subsidies7There are 3 kinds of people1. People who make things happen2. People who watch things happen3. People who wonder what happenedQuite a while ago…predominantly in Africa and Asia800 million people have no access to electricitypopulation growth in China, India and especially Africa by 2040+1.1billion people up to 2040 comes from emerging markets90% of global electricity demand growth 9Society’s biggest challenge presents a huge investment opportunityin total power production mix despite ample natural sources The share of renewables in EM is still low 10III – Investment examples - risks &...