Energy Transition
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Financing the energy transition by reducing the cost of capital
A few months ago I posted about the cost of capital (“CoC”) disparity between developed and emerging markets, and why it remains a vital component of accelerating decarbonisation. But what would happen if the CoC in emerging markets reached parity with developed markets? The barriers to emerging market financing is well known. But a recent…
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Japan’s auto titans might merge: secular upheaval
Three of Japan’s largest automotive manufacturers, Honda, Nissan, and Mitsubishi, are thinking of merging. Once titans of their industry, these manufacturers risk falling into obscurity if they can not innovate and pivot. Ironically, it was the same cohort decades prior, that dominated much of road transport by introducing lower cost, high quality vehicles – the…
Euthymia 