Investable transition opportunities: what counts as a climate solution?

可投资转型机会:什么算得上是气候解决方案?

LSE: Public lectures and events

2026-05-14

1 小时 21 分钟
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单集简介 ...

As companies in high-emitting sectors move from setting net zero targets to implementing detailed transition plans, investors are demanding greater transparency and fully quantified strategies.
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单集文稿 ...

  • Welcome to the LSE events podcast by the London School of Economics and Political Science.

  • Get ready to hear from some of the most influential international figures in the social sciences.

  • Good evening, everyone.

  • Thank you for joining me on this rather unseasonably cold Thursday evening.

  • And so today the topic that I do want to talk about sounds very simple,

  • what counts as climate solutions.

  • However, the answer to this question is quite complex, as you'll see soon.

  • Why this question matters is because it may determine

  • where trillions of dollars of investments will flow over the next two decades.

  • If we get it wrong, we could be at risk of funding activities

  • that don't deliver the emission reductions that we need to reach net zero.

  • So let's start with the very basic principle.

  • As a society, if we want to reach net zero,

  • and we want to implement the goals of the 2015 Paris Agreement

  • and manage the climate crisis, firms have some broad levers at their disposal.

  • For the purposes of this lecture, the slides only talk about three of them.

  • First, they can phase out of carbon-intensive assets and products, such as by closing coal power plants.

  • They can phase into green assets and products, such as renewable energy.

  • And for some sectors,

  • the residual emissions they can't yet eliminate could potentially be offset through reforestation, for example.