Monday, 3rd April 2017 10:30 - 12:15 GMT, BMO GAM, Exchange House, Primrose St, London EC2A 2NY

Utilities Roundtable: New CDP sector research

In a significant departure from conventional expectations, recent research has suggested that solar PV (with associated energy storage costs included) could supply 23% of global power generation in 2040 and 29% by 2050, entirely phasing out coal and leaving natural gas with just a 1% market share. To ensure resilience to scenarios such as this and the emergence of strong climate policy, some utilities have undertaken significant restructurings while others have begun to use tools like science based targets and scenario analysis. Others have made few changes to their operations.

The purpose of this roundtable is to review the different ways utilities are future-proofing themselves to respond to climate-related risks and opportunities while considering what the best strategies for engagement might be for the laggards.

The roundtable will begin with a presentation of new research from CDP breaking down how leading utilities are tackling the transition. This will be followed by a panel of sector experts discussing what the findings of CDPs research mean for investor engagement with utilities in Europe and beyond. 

Agenda

10:30 - Welcome. (Matthias Beer, BMO GAM & IIGCC Programme Chair)

10:35 - Presentation of new CDP utilities research. (Drew Fryer and Luck Fletcher, CDP)

11:35 - Roundtable discussion: what are the key issues investors need to be considering during engagement and analysis of Utilities?

  •  - Drew Fryer CFA, CDP
  •  - Mark Lewis, Barclays
  •  - Nando Van Kleeff, Mn Services
  •  - Moderated by Matthias Beer (BMO GAM & IIGCC Programme Chair)

12:10 - Closing remarks

For memebers only. To register please RSVP mpauliukova@iigcc.org