Greenwheel insights – “Just-in-time” or just-in-trouble?
Executive Summary Businesses are facing increasing scrutiny regarding their management of human rights risks across supply chains. With recent regulatory changes in both developed and emerging markets, businesses are now expected to demonstrate how they conduct due diligence to address environmental and social risks and impacts within their supply chains. There are many solutions available […]
Greenwheel insights – Prospects for US natural gas power: Will the boom become bust?
Executive Summary Electricity demand in the USA is set to grow, but with uncertain pace and shape. Data centres are likely to spearhead this growth, but some forecasts may be significantly overestimating their demand. Despite official forecasts, data centre flexibility could avoid substantial peak load additions, and the need for new gas capacity to maintain […]
Greenwheel research – First steps for German ‘Special Fund’ for Infrastructure & Climate Neutrality
Executive Summary Draft laws establishing Germany’s €500 billion ‘special fund’ for infrastructure and climate neutrality have been published, including eligible investment areas. Detailed investment plans are to follow, but defence, transport and energy infrastructure – particularly grids – are likely to be foregrounded. Learn more about this programme in our joint note from Greenwheel and […]
Greenwheel research – Natural gas: standing firm in a deflating opportunity space
Executive Summary Natural gas is used across the economy – it is energy dense, easily stored, and used as an energy carrier and chemical feedstock. It is also a relatively clean fossil fuel, leading to discussion over its potential as a ‘transition’ fuel. Around 70% of gas produced is consumed domestically, mainly in North America, […]
Greenwheel research: Respecting the rights of children
Based on six steps to due diligence under the OECD Guidance on Responsible Business Conduct, the Greenwheel Investor Due Diligence Checklist on Child Labour captures “what works” to tackle child labour according to the United Nations, human rights experts, and best practices found in high-risk sectors.
Greenwheel research: Responsible AI framework
Executive Summary There is a growing consensus on the definition of responsible AI based on international norms, regulations, and industry best practice. In a nutshell, responsible AI is balancing innovation with the necessary management of risks that underlie the development and deployment of AI products and services. Responsible AI requires a unique blend of human […]
Greenwheel research: AI opportunities in emerging and frontier markets
To help investors maximise the positive contributions of AI, Greenwheel has identified six key recommendations based on a review of AI-solutions in the agriculture, education, healthcare, and financial services sector across emerging markets.
Greenwheel research: Small Modular Reactors (SMRs): Over-hyped and under-evidenced
Executive Summary Small Modular Reactors (SMRs) are scaled-down versions of traditional nuclear reactors, but with more varied design concepts, and which may be manufactured and assembled in modules. Proponents claim they may be quicker and cheaper to build than large-scale reactors, and use less land and water, produce less waste, and operate more flexibly and […]
Greenwheel research – What if this is an unsafe product?
Executive Summary Medical devices play a critical role in improving quality of life and extending life expectancy. As the global population ages, the demand for medical devices will continue to grow. With the surge in the number and types of medical devices in the market, it is not surprising to see an increase in the […]
Greenwheel research: Expensive electricity: Does Draghi’s Diagnosis apply to the UK?
Executive Summary The Draghi Report on European Competitiveness identified high electricity prices relative to other major economies as a fundamental obstacle to European competitiveness and economic growth. At the same time, high electricity prices slow down the electrification of industry and the wider economy – crucial to driving down emissions. This challenge is even greater […]