Global Themes Monitor Alternative Energy (Vol. 3): Hydrogen, Decarbonisation and Renewables Thematic Research | Theme Figure 1: Impact of recent NDC submissions + sectoral pledges since Sept-2020 on the 2030 emissions gap Source: Climate Action Tracker. NDC – Nationally Determined Contribution 2021 turned out to be an important year for mankind’s efforts to manage its carbon footprint. After leadership change, USA re-committed to climate change mitigation efforts. Equally important, China, which is a manufacturing base for a number of global products and hence a sizeable contributor to GHG emissions, shared its net zero targets. COP26 brought together leadership from across the world, and countries have renewed their commitment towards making earth greener and the environment healthier. However, as shown in Fig. 1, current NDCs are not sufficient to reach the targeted level of emissions. In this third edition of the Global Themes Monitor on Alternative Energy (refer to earlier editions here #1 and #2), we highlight key CS research reports. Our global ESG research team looks at the key industry trends, and presents its view regarding key monitorables in 2022. The team believes that regulation and decarbonisation will dominate the ESG investments, which have now reached US$35 tn in AUM in 2021. CS Global ESG team evaluates the progress of COP26, and shares that private sector commitments came out as the biggest upside surprise. Keeping in mind the net zero emission targets, CS Europe team maps out the capacity build-up plan in green hydrogen production, renewables power and electrolysis capacity in the next few decades. The team also initiated on European hydrogen and renewables pure-plays. Our APAC E...
