Clean Energy Transition LLP

Clean Energy Transition LLP is an investment management partnership focused on fundamental equity investing.  We seek to be a positive force for and capitalise on the dramatic transformations occurring as our society shifts from a reliance on unsustainable to sustainable energy sources.

Funds

Our Funds invest primarily in equities. They provide exposure to the beneficiaries and losers of the energy transition.

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About Us

We are a multi-cultural team with decades of experience and expertise in the energy complex. We take a collegial approach in our work.

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Perspectives

The latest news and research relating to the clean energy transition.

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Contact

We have one office based in London, UK.

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Perspectives

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read article on bloomberg.com ↗

News

The Positive Climate News You May Have Missed This Year

Reductions in coal consumption, less expensive wind power and cheaper EVs should give us reason for hope as we head into 2024.

read article on cityam.com ↗

News

UK halves carbon emissions in G20 first as country shifts to green energy

Britain has become the first G7 country to halve its carbon emissions, according to new data released. Figures published on the Spectator Data Hub show the UK’s output of carbon emissions is now below 320m tonnes per annum, less than half the 652m tonnes of its 1970 peak.

read article on reuters.com ↗

News

Grid specialist firms on investors' radars after IEA report

A detailed report on the state of the world's electric grids has revealed that investment in the critical transmission networks has lagged the growth in renewable energy generation, and poses a severe bottleneck risk for the global energy transition.

read article on ft.com ↗

News

Toyota nears mass production of solid-state batteries

Toyota says it is close to being able to manufacture next-generation solid-state batteries at the same rate as existing batteries for electric vehicles, marking a milestone in the global race to commercialise the technology.

read article on thetimes.co.uk ↗

News

World oil, gas, coal demand to peak by 2030, IEA says

They thought it was all over for fossil fuels, but two big energy deals in the US could put net zero on the back burner.

read article on ft.com ↗

News

How solid-state batteries could transform transport

Toyota, the world’s largest automaker, has indicated in recent weeks that it is close to a manufacturing breakthrough for a potentially game-changing technology: solid-state batteries.

read article on reuters.com ↗

News

World oil, gas, coal demand to peak by 2030, IEA says

World fossil fuel demand is set to peak by 2030 as more electric cars hit the road and China's economy grows more slowly and shifts towards cleaner energy, the International Energy Agency said, undercutting the rationale for any rise in investment.

read article on gemenergyanalytics.substack.com ↗

News

Capture price of imports/exports in Germany

As renewables continue to experience rapid growth in Europe, it's important to recognize that these changes are also making a significant impact on electricity trade balances. Today, we'll take a closer look at the numbers, with a specific focus on Germany.

read article on insideclimatenews.org ↗

News

A Reality Check About Solar Panel Waste and the Effects on Human Health

The coming surge in photovoltaic panel waste is tiny compared to other categories, and most health concerns about solar equipment are unfounded.