Within the Decarbonomics theme there are several sub-themes which our research will cover:

  • Declining oil demand
  • Implications for petro exporters
  • Transition to EV including top-down policy and private sector initiatives
  • New/replacement energy sources
  • Government policies: spending, taxing, regulation

Recent Research Examples

19 Oct 2021

The politics of energy

The Emissions Trading System and Green Finance offer early opportunities to profit from strong political tailwinds

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08 Sep 2021

China - It's not easy being green

China carbon neutral push stalls but green equities have plenty of upside.

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08 Sep 2021

Thematic Strategy - Exponential electrolysis expansion

Ballooning demand for green hydrogen and electrolysers is anchored by strong policy drivers amid steep challenges.

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23 Aug 2021

Carbon border taxes gain traction

Risks are rising for carbon-intensive exporters in both DMs and EMs

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Recent Insights

Coal Stocks; Decarbonomics - TS Lombard Blog

The undead fuel

This is the exit story for coal; and politics will make US coal’s zombie phase cash-rich.

Bidens Carbon Plan - Decarbonomics; TS Lombard Blog-1

Net zero

Biden's first climate moves and GM blaze the trail. Seismic shifts to global supply chains are on the way

Chinas Green Revolution - Decarbonomics; TS Lombard Blog-1

China's green revolution

China's environmental planners boost their standing vs energy planners.

What is Decarbonomics?

The economics and policy of reducing global reliance on greenhouse gas (aka “carbon”) emissions in energy production, manufacturing, transportation and other sectors of the economy.

Why are we covering Decarbonomics?

This theme is inextricably linked to geopolitics – China/US trade and tech frictions, global energy policy, government-driven transformations – and fits right in to where we already have deep strength. We will leverage our existing strengths to help clients understand and act on what will be a major economic driver for the foreseeable future.

An ever more important investment theme

  • Climate change is a topic of critical importance for the world, and with it, the global economy.
  • It’s at or near the forefront of many governments’ agendas: from Biden’s Earth Day summit in April to the 26th UN climate change conference (COP26) in Scotland in November.
  • Major economies (EU/UK, Japan, South Korea) have committed to going net-zero emissions by 2050; China has targeted the same for 2060. With the Biden administration on board too, a structural alignment of similar policy drivers across the US, Europe and Asia will galvanize change in a way that has not been possible in the past, aided by the falling costs of renewables and batteries that make the former already cost-competitive with their fossil fuel rivals in many areas.
  • In the auto sector, a growing number of regions (e.g. UK, China, Japan, California/Massachusetts) have recently brought forward their targets for phasing out new fossil-fuel-only cars to the 2030s, spurring automakers like GM, Ford and Jaguar Land Rover to commit to similar targets.
  • ESG fits in naturally with this theme. With the US Fed recently joining the global climate-focused network of central banks (NGFS) and China also stepping up its green finance plans, this will propel more corporations towards lower-emissions investments.
  • Decarbonomics is a key policy, economic and corporate strategy driver both now and for the next decade. It will converge with and be inextricable from the fourth industrial revolution, in which 5G, AI, IoT, smart grids, smart EVs/self-driving cars and smart cities will transform the world we live in today – creating new fractures for the global economy as traditional supply chains get disrupted, but also generating immense new growth opportunities.

Decarbonomics Team

Our Decarbonomics research team is led by Grace Fan working closely with Christopher Granville each of whom have more than two decades experience as analysts of energy & renewables policy and market impact across the Americas and EMEA. Other members of the team include Rory Green and Jon Harrison who bring further US, Middle East, Asian and ESG specialist knowledge to bear. This core team draws on the support of the wider analyst team and their work includes other major disruptive themes such as “silicon as the new oil”.

Decarbonomics Logo

MD, Disruptive Themes
Grace Fan, Head of Decarbonomics

Grace Fan

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MD, Global Policy Research
Christopher Granville, MD Global Policy Decarbonomics Research

Christopher Granville

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MD, EM Macro Strategy
Jon Harrison, MD EM Decarbonomics Strategist

Jon Harrison

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Economist, China & North Asia
Rory Green-4

Rory Green

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