Jonathan Arnold

NEW REPORT📢 Critical minerals offer a huge economic opportunity for 🇨🇦 in the global energy transition—but current investments are not keeping pace with demand. Smart policies can accelerate investment, uphold Indigenous rights & protect the environment⬇️
climateinstitute.ca/reports/crit...

I had to do a double take on this graph. Despite the doom, clean investment is still booming in the US.

It's almost as if the US is re-shoring manufacturing...

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The news has been more than a bit grim of late, so hooray for @carbonbrief.org providing some genuine and really meaningful **good** news: the UK's carbon emissions in 2024 were the lowest since 1872, because demand for fossil fuels just keeps decreasing.

www.carbonbrief.org/analysis-uk-...

Curious about Canadian electricity trade with the US?

Here are import and exports: volumes, value, and avg price, for the 4 largest traders.

Canadian hydro reservoirs showcasing their flexibility! (Ontario just pushing out surplus...)

Minor earthquake in North Van just now

Another piece of hard-hitting research from @climateinstitute.bsky.social. New housing developments in BC will be particularly exposed to flood/fire risk. Better land-use policies + disclosure are key to reducing future costs for homeowners and taxpayers.

The data viz is ✨🤤✨

Full picture is helpful here, including important calcs on cost and impact of IRA incentives

BlackRock should listen to its CEO from 2020: climate risk is still investment risk While the foundations of managing climate risk remain strong, BlackRock’s exit from the global coalition could slow the pace and scale of ...

Scotiabank now also exiting the net zero banking alliance.

Here's my take on what this exodus means for climate finance.

climateinstitute.ca/exodus-finan...

BlackRock should listen to its CEO from 2020: climate risk is still investment risk While the foundations of managing climate risk remain strong, BlackRock’s exit from the global coalition could slow the pace and scale of ...

Remember *all* the way back to last week when prominent financial orgs like BlackRock exited global climate alliances?

This is a huge reversal that could slow investment in climate solutions. But it also doesn't change the fundamentals of climate finance.

My latest:

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For combustion GHGs: as consumers shift to cleaner/better technologies, demand diminishes and growth is no longer possible (unless the company moves into other lines of business). This is fundamentally a different and more potent type of investment risk.

The lack of agency around Scope 3 is often used as an excuse not to report or do something about it. Yet this lack of agency is *exactly why* these GHGs carry higher investor risk -- particularly for combustion GHGs (known as Category 11).

New report by NZAOA shows how to overcome challenges with incorporating Scope 3 GHGs for asset owners. But it could have gone farther with explaining why Scope 3 matters for investors, especially combustion GHGs from fossil fuels.

see next

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BC has made big strides in reducing childcare fees, but parents in other provs are shocked when I tell them how much we pay here. Our 2 part-time spots for one kid(!) total $2,000/month or ~$85/day.

$10/day seems like a pretty far-off fantasy for many in this province.

Getting heat pumps right | Latitude Media How do we fix the sometimes frustrating customer experience of getting a heat pump?

This Catalyst pod on modernizing the #heatpump customer experience really resonated. We went through 3 crappy HVAC companies before finally landing on Aquatech Vancouver, who did an incredible job.

There are enormous opportunities for innovative HVAC companies.

shorturl.at/YRXmO

ICYMI: this report from the Institute for Sustainable Finance shows how 1,300+ Cdn companies are affected by the EU's new disclosure rules.

It has big implications for Cdn co's operating in EU. But it has even bigger implications for Canada's ability to attract global capital.

shorturl.at/aknz5

Our clean growth team @climateinstitute.bsky.social has new research on regulatory reform in Canada:
- How to fast-track renewable projects
- How strategic assessments can be better used
- Lessons from reg reform in Cali & NY
- A TLDR blog bringing it all together.

Check it out
shorturl.at/lwyDE

"In the first half of the year, 68 gas power plant projects were put on hold or cancelled globally..."

"The shift challenges assumptions about long-term gas demand and could mean natural gas has a smaller role in the energy transition than posited by the biggest, listed energy majors."

It's been a long time coming, but thrilled to see
Min. Freeland commit $1.5M to develop a green/transition #taxonomy for Canada.

There's no more time for delay: Canada can provide global leadership in defining what investments genuinely align with net zero.

shorturl.at/hvX08