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New Supply Chains for the ‘Net-Zero Carbon’ Future: Strategies, risks and opportunities
The Race to “Net-Zero” is On
Governments as well as energy, petrochemicals, mining and financial companies are increasingly adopting net zero carbon commitments, vehicle manufacturers are committing to electrification of the bulk of their automotive fleets, and investors are committing hundreds of billions of dollars to low carbon investments. Achieving these ambitions means rebuilding the energy and infrastructure foundations across the world within the next decade to meet these goals by 2050.
This timely multiclient study by S&P Global offers critical insight and quantification of the supply chains required for an endeavor of this scale, the investments it will take to build them, and the business risks and opportunities.
Download the New Supply Chains for the Net Zero Carbon Future brochure.
Talk to an expert about the net zero carbon futureLearn about wind, solar, electric vehicles, and more
Net Zero Carbon by 2050? More than half a billion electric cars? 14,000 GW of wind and solar? To meet these ambitious targets existing and new technologies will need to be deployed at a pace and scale far beyond anything previously imagined or experienced. This creates enormous challenges for supply chains that do not currently exist at scale – or exist at all.
This major new study provides the objective, fact-based, comprehensive and independent analysis that is needed on the choices, strategies, investment risks and opportunities ahead in the race to build strong, robust, diversified, and at-scale supply chains required for a net-zero carbon future.
Why You Should Participate
Understand how long term climate commitments will drive short-medium term investments in low carbon technologies
Understand how reconfiguration and diversification of supply chains will drive or constrain specific technologies
Who will be the winners? Which technologies and which types of companies?
Seeking insights on end use markets, the impact of new technologies on raw material demand, and the potential for entirely new customer bases to emerge
Seeking strategies and for help navigating new low carbon investments and technologies
Critical insights for
Strategy and planning
Lenders and portfolio managers
Sustainability leaders
New ventures
Business development
Procurement
Supply chain
Low carbon businesses
Market and competitive intelligence
Technology and innovation officers
Project development managers
What You Receive as a Participant
Benefit from global insights, detailed analysis and the dialogue as part of an exclusive community focused on sharing experiences and perspectives. The project also draws upon existing and on-going S&P Global research.
“New Supply Chains for the Net-Zero Carbon Future” will consider all major global energy demand and technology end-use markets to forecast aggregate global demand and supply scale-up requirements.
The research will draw upon deep S&P Global regional on the ground expertise. Particular focus is on EU, US, China, India and other emerging Asian economies, where the majority of demand growth will occur.
The study will have two parts.
All participants will join Part I; they will also have the opportunity to select from the list of three technology “deep-dives” in Part II.
Part I maps existing supply chains for the selected technologies; and defines the investment and capacity build-out required for a credible pathway to a ‘net-zero carbon’ future.
Part II uses this framework to examine the supply chain challenges, risks and opportunities specific to select low carbon technologies. We are offering three modules:
Battery storage
Solar PV and
Wind - both onshore & offshore. Study participants may choose one or more modules, with discounted rates for multiple modules.
Experts
Edurne zoco
Dr. Edurne provides experience, analysis, and actionable insight
to our customers on the solar PV supply chain and the development
of global demand for PV and its role in the wider energy
transition. She contributes to a broad range of deliverables across
the research team, including both subscription products and custom
research and consulting projects. Dr. Edurne has been involved in
the solar industry for over a decade and has presented at leading
industry events and conferences since 2007. Prior to joining
S&P Global, she was employed by Trina Solar, a leading PV
manufacturer where she held global positions within corporate and
strategic marketing.She holds a Ph.D. in Political Science from the University of
Notre Dame, United States. She speaks English, French, Spanish, and
Italian.
Eduard and his team deliver competitive strategy and market
analysis to developers, utilities, and renewables equipment
manufacturers on key trends and market opportunities. He is the
author of numerous reports, including analyses of business models
and competitive strategies employed by equipment manufacturers,
utilities, and developers in the global renewables sector. Eduard
has more than 17 years of consulting and research experience in the
energy sector with a focus on market analysis and competitive
strategy, particularly with the global renewables market. He has
worked on numerous tailored consulting assignments providing
strategic advice and recommendations. Prior to joining S&P
Global, he was responsible for market research and management
consulting at International Venture Consultants, where he
contributed to a variety of projects for major oil and gas
companies.Eduard holds a degree in economics from the University of
Barcelona, Spain. He is fluent in English, Spanish and French.
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