Crisis Means Opportunity
THE CLIMATE PROBLEM
A globally critical race to solve the most important issue of our generation. Climate Change affects everyone of us and Asia is critically at risk.
Asia is both exposed and a major source of the long-term solutions.
THE OPPORTUNITY
Be well positioned early to capture one of the fastest growing structural investment opportunities of our time with Ecosphere! We deliver critical domain and financial expertise to a global client base.
We deliver outsized financial returns and
real- world impact
Global Energy Transition Investment Matches Fossil Fuels For The First Time
Source: BloombergNEF, IEA. Note: ETI stands for Energy transition investment. FF stands for Fossil fuels. 2018-21 FF values were derived from the IEA World Energy Investment 2022 report. 2022 fossil fuel investments are BNEF estimates, and include upstream, midstream, downstream sectors and unabated fossil power generation.
But Demand-Side Still Outweighs The Supply-Side: We Need More Green Projects
Source: BloombergNEF. Note: for this chart, we define ‘energy demand’ as the categories where energy users are likely to have committed the capital, or where the technology is mainly energy-consuming (not producing).
Green Investment Must Triple for the Rest of the 2020s to Get On Track for Net Zero
Source: BloombergNEF. Note: Future values are from the New Energy Outlook 2022, except electrified transport, which is from the Electric Vehicle Outlook 2021 Net-Zero Scenario. The Net-Zero Scenario target global net zero by 2050 in line with 1.77 degrees Celsius of warming. Investment includes electricity grids.
Asia is Ripe for Transactions in Climate Transition
ASIA: THE LANDSCAPE
With the UN promoting its SGDs, many in Southeast Asia are now actively engaging with a huge rise in climate start-ups. ESG credentials are gaining importance in funding considerations
Asia stands at the forefront of climate initiatives. Across APAC, 15+ countries and 670+ companies have set emission-reduction targets, creating new investment opportunities in green technology 1
The region also benefits from an extensive nature-based capital asset that can play a significant role in contributing to worldwide net-zero, while preserving biodiversity and ecosystem functions
Given the growing urgency and pace of climate-related investments, we believe it will become the single biggest tech investment area worldwide in the next year or two
KEY THEME
Transition M&A
Old world companies buying green companies as they reduce carbon footprint and increase ESG performance
Explosion in
Sustainability and ESG
Focused growth companies in various sectors including energy, agriculture and climate tech
1 McKinsey: Emissions reduction goals and opportunities in Asia-Pacific region
Climate Tech Has Become A Key Theme In VC Investing
As of March 31, 2022. Source: Pitchbook, Geography: Global
But Is Dominated By The EV Sector
And Dominated by Chinese Investment: Other Major Economies Need To Catch Up
Source: BloombergNEF.