Tag: Electric Vehicle (EV)

We have released the 2023 edition of our annual green economy market intelligence reports. The reports highlight the most promising investment opportunities in key green economy sectors in South Africa.

After a wobbly 2021 and lingering uncertainties for the year ahead, we are confident energy transition equities can deliver. After achieving remarkable gains in 2020, energy transition equities endured a more turbulent and challenging time in 2021.

With President Cyril Ramaphosa recently admitting that load shedding is ‘inevitable’ for years to come, more and more South African homeowners and business leaders are looking at ways to become more independent from the national power grid.

The fast-paced business story of Tesla: Elon Musk's battle to build the mass-market electric car to change the world. Inside the outrageous, come-from-behind story of Elon Musk and Tesla's bid to build the world's greatest car and the race to drive the future.

Oil and gas companies looking to establish winning positions in the decarbonisation transition and beyond cannot achieve that goal by themselves. They will need the help of their customers, particularly those that are heavily dependent on hydrocarbons, and adjacent sectors, and be part of developing the cross-sectoral actions.

To date, policymakers, regulators, the scientific community and even consumers have had to step in to close the economic gap between the hydrocarbon energy system and the low-carbon system. This transition is an energy system transition, not a supply-centric one, and it is distinguished by placing decarbonisation at the core.

On May 18, 2021, the International Energy Agency (IEA) released ‘Net Zero by 2050: A Roadmap for the Global Energy Sector’, which outlines plans for the global energy sector to reach ‘net zero’ greenhouse gas emissions by 2050.

South Africa’s Department of Trade, Industry and Competition (DTIC) published its initial discussion paper on the country’s transition to electric vehicles (EVs). The Auto Green Paper was published in response to the submissions which the Minister of Trade, Industry and Competition received from South Africa’s major motor vehicle manufacturers following his request to the industry to contribute to the development of the roadmap for the local production of EVs nearly two years ago.

The investment world looks very different today compared to what it’s looked like in the recent past and requires investors to challenge pre-conceived notions. In this article, I highlight three ways in which the investment world has changed over time and how investors can best prepare and adapt to the shifts being seen.