Why carbon markets are heating up again
Carbon credits are heating up again as an investment proposition. With the growing emphasis on cost-effective decarbonization, it's critical that companies understand why — and why now.
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At a time of widespread disruption and uncertainty, decarbonization remains essential to companies. While decarbonization is critical for mitigating climate change and meeting rapidly growing disclosure requirements, it also provides strategic benefits for companies. These include cutting operational expenditure, opening new market opportunities, increasing capital access, reducing cost of debt, bolstering energy security, and minimizing stranded asset risks. These and other benefits increase companies’ long-term enterprise value, stability, and resilience, ensuring they are resilient in the longer term.
Despite the benefits of decarbonization, challenges remain. Corporate decarbonization goals are often expressed as cross-company objectives to reach net zero or reduce emissions by a certain date. While broad ambitions are welcome, they can make it harder for operational and business unit teams to deduce what actions they should take to contribute without more specific targets, site level actions and capital allocation.
That said, companies can overcome these challenges. In this three-blog series, we outline how companies can swiftly cut emissions and achieve cost savings across three distinct operational segments, while positioning themselves to realize long-term strategic benefits. We cover the industrial heat operational segment in this blog. We will cover the Fleet and Buildings operational segments in the second and third blogs, respectively.
Leveraging industrial heat to deliver emissions reductions and cost savings
Industrial heat is one of the largest sources of greenhouse gas (GHG) emissions globally, accounting for nearly 20 percent of global energy consumption. In the industrial sector, process heat accounts for approximately two-thirds of energy demand – and over 85 percent of that heat still relies on fossil fuels, despite the often availability of clean, cost-competitive alternatives.
A growing set of solutions is emerging to significantly reduce fossil fuel use and cut heat-related GHG emissions. Electrification technologies like industrial heat pumps, thermal energy storage, and e-boilers are rapidly advancing, combined with renewable electricity generation. Solar heat for industrial processes is also quickly emerging and is expected to grow significantly by 2030, including thermal storage solutions. For some harder-to-electrify and costly processes such as cement kilns, bioenergy offers a renewable heat option. These technologies are already delivering commercial results, enabling companies to cut emissions and reduce operational expenses in parallel.
In Europe and other markets, supportive policy and financial frameworks are accelerating the pace of adoption of more efficient, low carbon heating technologies. Additionally, business models based on third-party investments under ‘heat-as-a-service’ arrangements can play a key role in driving adoption, as they overcome high upfront costs, one of the main barriers to deployment. As these technologies mature and capital costs fall, proactive businesses will be well-positioned to capture both emissions reductions and long-term cost savings, while increasing resilience in the face of changing regulatory and energy landscapes.
Progress often starts small: identifying a single facility, temperature range, or process well-suited for transition to act as a pilot, before scaling across multiple sites to unlock near-term gains and cross portfolio benefits.
To get started on industrial heat, consider the following practical steps and read on to see how real-world companies are putting them into action.
The situation:
The solution:
The impact:
Lessons learned:
Amidst ongoing economic uncertainty, leveraging decarbonization to bolster operational and financial performance continues to be fundamental to companies. Whether in the short- or long-term, reducing emissions helps firms weather change and unlock lower costs and competitive advantage.
By applying lessons learned from the above case study, companies with industrial heat drive operations can turn decarbonization from ambition to actuality, reaping benefits along the way.
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Carbon credits are heating up again as an investment proposition. With the growing emphasis on cost-effective decarbonization, it's critical that companies understand why — and why now.
Our team captured several key takeaways from our LCAW discussions with business leaders, investors, policymakers, and representatives of civil society organizations.
On April 8th and 9th, U.S. President Donald Trump signed a series of Executive Orders (EO), some of which are directly relevant to the U.S. power grid and various decarbonization efforts.