January 2020 - Zurich Debrief
Renewables in 4 Acts - Nick Butler
I. Today: From subsidy to fully competitive alternative sources of power
II. 2020-2030: Industrialisation of wind & solar. Global growth
III. Renewables 2.l: Development of low carbon technologies beyond electrification i.e. hydrogen
IV. By 2030: Beyond fragmentation. Creation of Renewables Multinationals
Every 4 years, the National Intelligence Council publishes it’s “framework for thinking about the future” called the Global Trends (GT) report. The GT 2030 report - published in December, 2012 - looks at the most likely trajectories along which Society could evolve from best to worst case scenarios. It also highlights how much has changed since 2012.
Stalled Engines: In the most plausible worst-case scenario, the US draws inward and globalization stalls.
Fusion: In the most plausible best-case outcome, China and the US collaborate on a range of issues, leading the broader global cooperation.
The “Existential threats” we face today are nothing new. We have been talking (and talking) about Climate Change, Resource Scarcity, Technology, etc for years. Now we need solutions. This is what makes the Sovereign Family Alliance (SFA) timely. By pooling resources we not only place humanity on a better path, but we can reposition ourselves to better take advantage of emerging economic trends.
Given that the US is involved in a trade war with China (among others), it is hard to imagine the Superpowers joining forces to solve the world’s problems. Instead, we need a new kind of alliance to tackle these threats, starting with Families and SWFs.
Monday, Jan 20: SWFs | Families | Corporates met at Syneidesis in Zürich to review select opportunities sourced from within the SFA
SWFS & FAMILIES
are long-term investors
are tasked with providing for future generations as they do for current ones
can develop, grow, and scale profitable solutions to the challenges we face globally
SFA Meeting at Syneidesis
On Monday January 20th SWFs | Families | & Corporates convened to review actionable opportunities all of which were sourced from within the Syneidesis/ SFA network.
SVANTE - CEO Claude Letourneau presented their unique carbon capture and storage technology. A pilot test plant with Husky Energy is up and running in Canada.
Barclays Cleantech Initiative - Chairman Ted Roosevelt IV discussed the next generation of (i) MSR nuclear power.
NIIF - CEO Sujoy Bose offered insights into the challenges and opportunities that the Indian government faces with regards to Infrastructure needs.
Deals Around the World
Belarus: On Sunday Jan 26th, Belarus received its first supply of Norwegian oil after Minsk and Moscow failed to agree to new terms for 2020.
UAE: SNOC and partner ENI announced the first onshore Gas discovery in 37 years.
Saudi: At the King Abdulaziz Telecommunication Complex in Riyadh, Saudi Telecom Company has launched the region’s first 5G-supported self-driving bus.
France/ Israel: Franco-Israeli billionaire Patrick Drahi has offered to buy Partner Communications in what would be the first major merger in Israel’s telecom sector.
Noteworthy Gatherings
Feb 4-6, 2020
Family Office Innovation Summit
Salt Lake City, Utah
March 18, 2020
Syneidesis @ Unternehmertag
Tegernsee, Germany
March 19-20, 2020
Unternehmertag
Tegernsee, Germany
