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Showing 21 - 30 of 43 results for "capex"

Scoping future winners from the green hydrogen transition: Ausbil

RACHEL ALEMBAKIS  |  THURSDAY, 3 MAR 2022  |  NEWS
... countries are committed to working towards net zero emissions targets." Ausbil predicts the need for over US$5 trillion in capex globally between now and 2050 in order to add the required wind and solar capacity that can support the level of green hydrogen ...

Climate change a macro trend, driving secular themes: J. P. Morgan Asset Management

RACHEL ALEMBAKIS  |  THURSDAY, 17 FEB 2022  |  NEWS
... strategy as well as micro implications, Berelowitz said in a recent briefing. "From a macro perspective, an acceleration in capex is something we've been advocating for several years," he said. "We expect this to a more capex heavy cycle than the last ...

COP26 week two: impacts for Australians

RACHEL ALEMBAKIS  |  THURSDAY, 11 NOV 2021  |  NEWS
... we've been engaging with," Langley said. "This accord, where these companies are regulated, allows for regulators to agree capex and projects to achieve that abatement of methane emissions. That then grows asset bases." Call for role of women to ...

COP26 commitments on methane to impact infrastructure: ClearBridge

RACHEL ALEMBAKIS  |  THURSDAY, 11 NOV 2021  |  NEWS
... we've been engaging with," Langley said. "This accord, where these companies are regulated, allows for regulators to agree capex and projects to achieve that abatement of methane emissions. That then grows asset bases."

ASIC trains sights on IPO net zero statements

RACHEL ALEMBAKIS  |  THURSDAY, 30 SEP 2021  |  NEWS
... to accountable officers, how the targets are reflected in KPIs and remuneration, where funding for resourcing including capex is reflected in budgets and other points, Barker added. "It's certainly far more than the market expects a net zero target ...

Activist group files climate resolution to AGL AGM

RACHEL ALEMBAKIS  |  WEDNESDAY, 21 JUL 2021  |  NEWS
... emissions-intense coal and gas-fired power stations. The resolution also request information on how the proposed demerged companies' capex will align with those targets and how remuneration policies for executives will align with achieving those targets. ...

Calculating the value of green transitions: UBS AM

RACHEL ALEMBAKIS  |  THURSDAY, 8 JUL 2021  |  NEWS
... problems." The model integrates three additional line items into a discounted cash flow model - costs of emissions, green CAPEX and green OPEX - to capture the financial value of transition activities. UBS uses the EU's emission trading scheme (ETS) ...

ASX company signs $1.5bn sustainability linked loan

RACHEL ALEMBAKIS  |  WEDNESDAY, 23 JUN 2021  |  NEWS
... business really needs to drive it, in terms of what's material for us." The targets have been costed and put into future capex spend, Roberts said. The SLL link to the "Ramsay Cares" strategy sets meaningful targets that will take ambition to achieve ...

Evaluating impact of climate policy on company valuation

RACHEL ALEMBAKIS  |  WEDNESDAY, 26 MAY 2021  |  NEWS
... investment in something that may pay off in future. That's where government can play a role on the incentive side." R&D and capex expenditure - while important in terms of evaluating how companies are responding to climate commitments - are not scalable ...

Assessing ambition of green bonds: BNP Paribas Asset Management

RACHEL ALEMBAKIS  |  THURSDAY, 15 APR 2021  |  NEWS
... we'd like to be carbon neutral by 2050, but when we look at the five year business plan, you find that 70% of their full capex is in technologies or assets that are non-aligned or incompatible with that goal and then we have to ask, what are you trying ...