Goldman Sachs – The Low Carbon Economy

The Low Carbon Economy GS SUSTAIN equity investor’s guide to a low carbon world, 2015-25 We explore the low carbon economy, now a growing, $600 bn+ pa revenue opportunity. Between 2015 and 2020, solar PV and onshore wind will add more to global energy supply than US shale oil production did between 2010 and 2015. By 2020, six in ten lightbulbs will be LEDs; and our analysts expect carmakers to sell 25 million hybrid & electric vehicles by 2025, 10x more than today. We estimate that these technologies will save…

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How businesses will help governments hit climate targets

The transition to a low-carbon economy is inevitable, and smart businesses recognize the opportunity it presents. As governments solidify their commitment to the Paris Agreement at the official signing ceremony this week, businesses are already ensuring that the promises are transformed into actions. Influential global companies have begun their own transition toward net-zero emissions, by using renewable energy, deploying innovative low-carbon technologies, sustainably sourcing resources and more. Their initiatives are part of the global shift that has opened the floodgates to larger-scale opportunities that exist to combat climate change and…

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