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  • The New Normal Energy Systems & The Business Models That Will Get Us There
Articles:

The New Normal Energy Systems & The Business Models That Will Get Us There

08 October 2020

VIDEO - 45 mins

This KEYNOTE session was presented by Fraser Thompson, Director, AlphaBeta at BDO Global's Annual Natural Resources Conference. Fraser is Co-Founder & Director of AlphaBeta and Co-Founder & Chief Strategy Officer of Sun Cable. He is passionate about using economics to help address major societal challenges, with a particular focus on sustainability, the future of work, and accelerating economic development. 

In this session Fraser discusses the biodiversity challenges and opportunities facing business, with particular emphasis around the natural resources industries. 

Major risks faced by the energy and materials system are - 

Value Chain Area

Value

(US$ B)

Trend

Example

Extraction

5,332

Regulatory risk from CO2 pricing

Over $300 billion of “stranded assets”

 

 

Regulatory focus on recovery

Resource recovery rates are less than half of economic feasible rates

 

 

Environmental pressure on inputs

32% of copper mines and 39% of iron ore mines are in areas of moderate to high water scarcity

 

 

Shift to production in higher risk locations

Almost half of new copper projects are in countries with high levels of political risk

Production

13,729

Rising consumer awareness of sourcing issues

Investor pressure on sustainable sourcing of mobile phones

 Generation

 1,391

 Public burden of subsidies   prompting reform

 Fossil fuel subsidies exceed ~$500b annually

 Retail

 >1,000

 Government focus on enabling energy access

 1.2 billion people lack access to electricity

Disposal & Recovery

1,298

Rising concern on waste

Extended producer responsibility (EPR) is increasingly being regulated – over 30 US states now have at least one EPR law in place‚Äč

 

1/3 of produced plastic lost to ocean

 

But equally these challenges equate to opportunities, with 59 nature-positive business opportunities in three systems

 

Watch Fraser Thompson's full presentation here -  

New Normal Energy Systems - Fraser Thompson.mp4 from BDO Global on Vimeo.

* All information here is produced and owned by AlphaBeta. If you would like to get in touch with Fraser Thompson, please head to the AlphaBeta contact page on their website