Some critics argue that natural gas - a much cleaner fossil fuel than coal or oil - has little role to play in ‘the solution’ to climate change. They argue that gas-focussed stocks do not, therefore, deserve a place in a climate change focussed fund. Simon Webber argues why, on the contrary, gas is crucial to the path to clean energy and sets out the implications for investors.
Many of the fundamental drivers of the climate change theme are turning up in 2011. Energy prices have begun to rise, public climate change concern has increased once more, and business confidence to invest in new solutions is increasing.
This paper looks at the changing landscape of the auto industry and explores the industry implications of the technology battle for environmental leadership.
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