See here on LinkedIn and here on Logie Group back in April.
Andrew on Energy Transition Mechanisms in Power Engineering Int’l magazine
Writing in Power Engineering Int’l magazine, Andrew next takes the message to the engineers: if energy transmission is to actually happen – i.e. coal – fired power plants are retired early – the cost of doing so needs to be shared around. This is particularly so in Asia where the plant is bigger and younger […]
Belt & Road: the more fundamental issue is whether borrowers can repay
An update from William and Mary in the FT with commentary from Andrew on LinkedIn. Leaving aside the lack of transparency, the issue is not whether China is indulging in debt trap diplomacy – it isn’t particularly. Rather i) are the often sub-sovereign borrowers able to repay? ii) which in turns depends on how they […]
Andrew on financing energy transition ahead of Enlit Asia’s digital festival
28 and 29 September see Enlit Asia’s digital festival marking the 76th Indonesia National Electricity Day. Today, Enlit published Andrew’s recent article on how, ahead of COP26 in November, the energy transition might be financed. And he chaired a pre-recorded panel session on Piecing Together the Finance Puzzle and the Availability of Capital in a […]
Humelink is a reminder of the costs of accommodating renewables
Yes, we need to migrate from coal fired power to renewables; and yes, Australia, with its wealth and scientific leadership, should be leading the way. But let’s not lose sight of the cost of doing so. Transgrid in Australia is looking to build the 500 kV Humelink interconnector across rural NSW so as to deliver […]
Andrew speaks with Proximo about Energy Transition Mechanisms
Andrew was recently interviewed by Proximo re Energy Transition Mechanisms i.e. how to finance the early retirement of coal fired power plants and the coal mines which supply them. There is a cost to doing this which needs to be shared around, particularly in Asia where the plant is bigger and younger than in the […]
What is the cost of not building infrastructure?
We all know that there is a gap between how much infrastructure is needed and how much is planned; and that, no matter what your underlying assumptions are, that gap is a very large number. Now, for perhaps the first time, comes an estimate of the cost of not building that infrastructure. And that number […]
Sharing the pain on coal economics – redux
I wrote last week on how the pain needed to be shared if we are to migrate the planet away from coal fired power plants. These power plants are predominantly in Asia and predominantly in China and India. Both countries have their own coal to burn but they also import heaps of it, predominantly from […]
How to wean Asia off coal – fired power?
Journalist and one – time Bernie Sanders speechwriter David Sirota once said of Barack Obama that he campaigned in climate poetry then governed in fossil fuel prose. On a bigger stage, COP 26 is less than three months away and it is time to move beyond poetic announcements involving eye – catching targets for climate […]
Andrew speaks with Enlit Asia about how to now finance power investment in Asia
Andrew sat down recently with Enlit Asia’s Melissa Fitzgerald to discuss the new normal facing the financing of the huge investment necessary in the power sector across the region. He has been a member of the advisory board to Enlit Asia (previously PowerGen Asia) since 2009 and Enlit’s upcoming conference is currently scheduled for 28 […]
PEI Infrastructure Investor’s Global Investor Offsite – where to diversify into Asia?
This year’s event on 22 – 24 June was virtual and global. Andrew moderated the third of three sessions on Asia, focused on Asia as a strategy for portfolio diversification. He was joined by GIC’s Nicole Goh, Pantheon Ventures’ Jie Gong and OMERS’ Prateek Maheshwari. An oft-quoted estimate from the ADB two years ago is […]
Rising sea levels will affect China: not just Shanghai in the east but also Hong Kong and Macau in the south
This in the FT with commentary from Andrew on LinkedIn. A silver lining to Covid has been our taking climate change a whole lot more seriously. Now it gets personal. If anything, this looks quite cautious: what about Hong Kong’s airport or Macau’s casinos?
Timely advice on the disciplines needed for expert witnesses to come across as credible
This from the Expert Witness Institute.
Great British Railways – what can governments elsewhere learn?
What can governments in Asia learn from the UK’s various attempts to share with the private sector the costs and risks of running a national rail network? The UK invented railways in 1825; nationalised them in 1948; denationalized them in 1994 -7; and last week published the Williams – Shapps Plan for Rail under which […]
The AIIB is to rate the issuer rather than the issue
This in the FT with commentary from Andrew on LinkedIn: This is eminently sensible. Money is, after all, fungible. Where ESG finance gets more nuanced is when it funds polluters looking to clean up their act; if they rate poorly and are unable to raise funds elsewhere, lending to them could have more of an […]
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