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Climate and Sustainability

New Supply Chains for the ‘Net-Zero Carbon’ Future: Strategies, risks and opportunities

The Race to “Net-Zero” is On

Governments as well as energy, petrochemicals, mining and financial companies are increasingly adopting net zero carbon commitments, vehicle manufacturers are committing to electrification of the bulk of their automotive fleets, and investors are committing hundreds of billions of dollars to low carbon investments. Achieving these ambitions means rebuilding the energy and infrastructure foundations across the world within the next decade to meet these goals by 2050.

This timely multiclient study by IHS Markit offers critical insight and quantification of the supply chains required for an endeavor of this scale, the investments it will take to build them, and the business risks and opportunities.

Download the New Supply Chains for the Net Zero Carbon Future brochure.

Net Zero Carbon by 2050? More than half a billion electric cars? 14,000 GW of wind and solar? To meet these ambitious targets existing and new technologies will need to be deployed at a pace and scale far beyond anything previously imagined or experienced. This creates enormous challenges for supply chains that do not currently exist at scale – or exist at all.

This major new study provides the objective, fact-based, comprehensive and independent analysis that is needed on the choices, strategies, investment risks and opportunities ahead in the race to build strong, robust, diversified, and at-scale supply chains required for a net-zero carbon future.

Why You Should Participate

  • Understand how long term climate commitments will drive short-medium term investments in low carbon technologies
  • Understand how reconfiguration and diversification of supply chains will drive or constrain specific technologies
  • Who will be the winners? Which technologies and which types of companies?
  • Understand commercial, technology & geopolitical risks
  • How could supply chain challenges impact growth and competitiveness of low carbon technologies?
  • Identify new investment and growth opportunities
  • Be able to analyse and benchmark lifecycle emissions and sustainability of your low carbon investments
  • Interact with, and learn from, other participants in low carbon technologies
  • Hear directly what they are thinking and doing
  • Gain insights from IHS Markit internationally renowned thought leaders

Who Should Participate in this Multiclient Study?

Oil and gas companies and utilities
Looking to deliver on their climate commitments, and meet regulatory, investor, and political requirements
Financial investors
Seeking opportunities in low carbon technologies and implementing their ESG objectives
Manufacturers
Looking for pathways to expand manufacturing capacity, develop new products, or restructure their supply chains
Technology companies
Looking for new opportunities to help accelerate low carbon supply chains
Raw materials providers
Seeking insights on end use markets, the impact of new technologies on raw material demand, and the potential for entirely new customer bases to emerge
Policy makers
Looking to understand the practical implications of regulatory commitments and the supply chains needed to deliver them
All companies committing to lower carbon or net-zero carbon
Seeking strategies and for help navigating new low carbon investments and technologies

Critical insights for

  • Strategy and planning
  • Lenders and portfolio managers
  • Sustainability leaders
  • New ventures
  • Business development
  • Procurement
  • Supply chain
  • Low carbon businesses
  • Market and competitive intelligence
  • Technology and innovation officers
  • Project development managers

What You Receive as a Participant

Benefit from global insights, detailed analysis and the dialogue as part of an exclusive community focused on sharing experiences and perspectives. The project also draws upon existing and on-going IHS Markit research.

“New Supply Chains for the Net-Zero Carbon Future” will consider all major global energy demand and technology end-use markets to forecast aggregate global demand and supply scale-up requirements.

The research will draw upon deep IHS Markit regional on the ground expertise. Particular focus is on EU, US, China, India and other emerging Asian economies, where the majority of demand growth will occur.

The study will have two parts.
All participants will join Part I; they will also have the opportunity to select from the list of three technology “deep-dives” in Part II.

  • Part I maps existing supply chains for the selected technologies; and defines the investment and capacity build-out required for a credible pathway to a ‘net-zero carbon’ future.
  • Part II uses this framework to examine the supply chain challenges, risks and opportunities specific to select low carbon technologies. We are offering three modules:
    1. Battery storage
    2. Solar PV and
    3. Wind - both onshore & offshore. Study participants may choose one or more modules, with discounted rates for multiple modules.

Experts

Daniel Yergin, Ph.D.

The Pulitzer-Prize winning author of "The Prize," and "The Quest," Dr. Yergin is vice chairman of IHS Markit and founded IHS CERA (now part of IHS Markit). He is an authority on energy, international politics and economics. His awards include Lifetime Achievement from the Prime Minister of India and the United States Energy Award for lifelong achievements in energy and the promotion of international understanding. He holds a Bachelor of Arts from Yale University and a Ph.D. from Cambridge University, where he was a Marshall Scholar.

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Atul Arya, Ph.D.

Dr. Arya is Senior Vice President and Chief Energy Strategist at IHS Markit. He is responsible for integrating energy content, analysis and insights across the entire energy value chain and for c-suite client engagements. His areas of expertise include business strategy, commercial analysis, oil markets, energy technologies, climate change and renewables. He has previously led Energy Insight, Research and Analysis and Energy Research teams at IHS Markit. Dr. Arya previously worked for BP for over 20 years in a number of operational, business, technical and strategic positions around the world. His career includes international leadership experience in a diverse array of energy fields spanning strategy development, business planning, field operations and technology commercialization. His experience includes leadership in solar energy development as well as oil and gas. Dr. Arya has previously served on boards of several companies and institutions and is member of the World Economic Forum's Global Future Council on Advanced Energy Technologies and is 25+ year member of the Society of Petroleum Engineers. He is a sought-after speaker and moderator at public conferences, company boards and industry events and a member of the CERAWeek leadership team.He holds B.S., M.S. and Ph. D. degrees in engineering.

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Nick Lowes

He focuses on solving complex customer challenges by combining IHS Markit data, research and analytical capabilities to create high value solutions, which can be embedded in customer workflows. He has over 30 years of experience across a broad range of oil and gas company activities, working as an advisor to many national and international oil and gas companies and governments on issues ranging from national energy policy to E&P strategy development. His high value consulting assignments for global clients include investment and technology strategies, market analysis, project development plans and operational improvements. He has led reorganization and process re-engineering exercises, and has designed and implemented corporate-level and project-level management systems. He has worked with companies in the Middle East, Africa, Europe, Russia, Central and East Asia and South America. Mr. Lowes was formerly a principal with Strategic Decision Group's oil and gas practice prior to its acquisition by IHS Markit. Previously, he was a senior manager with the management consulting firm Arthur D Little Ltd., and spent 15 years in engineering and project management for major oil and gas projects where he held positions with both operators and engineering companies in UK, Australia, Malaysia and Oman. Mr. Lowes holds a Bachelor of Arts in Engineering Sciences from Cambridge University and a Master of Science in Engineering Geology from Imperial College, London University, both UK. He completed his MBA with the UK Open University Business School and he is a Member of the UK Energy Institute.

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Edurne Zoco, Ph.D.

Dr. Zoco provides experience, analysis, and actionable insight to our customers on the solar PV supply chain and the development of global demand for PV and its role in the wider energy transition. She contributes to a broad range of deliverables across the research team, including both subscription products and custom research and consulting projects. Dr. Zoco has been involved in the solar industry for over a decade and has presented at leading industry events and conferences since 2007. Prior to joining IHS Markit, she was employed by Trina Solar, a leading PV manufacturer where she held global positions within corporate and strategic marketing. She holds a Ph.D. in Political Science from the University of Notre Dame, United States. She speaks English, French, Spanish, and Italian.

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Eduard Sala de Vedruna

Mr. Sala de Vedruna and his team deliver competitive strategy and market analysis to developers, utilities, and renewables equipment manufacturers on key trends and market opportunities. He is the author of numerous IHS Markit reports, including analyses of business models and competitive strategies employed by equipment manufacturers, utilities, and developers in the global renewables sector. Mr. Sala de Vedruna has more than 17 years of consulting and research experience in the energy sector with a focus on market analysis and competitive strategy, particularly with the global renewables market. He has worked on numerous tailored consulting assignments providing strategic advice and recommendations. Prior to joining IHS Markit, he was responsible for market research and management consulting at International Venture Consultants, where he contributed to a variety of projects for major oil and gas companies. Mr. Sala de Vedruna holds a degree in economics from the University of Barcelona, Spain. He is based in Paris and is fluent in English, Spanish and French.

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Carlos Pascual

As the energy envoy and coordinator for international energy affairs for the United States, Mr. Pascual established and directed the new Energy Resources Bureau at the U.S. Department of State and was senior advisor to the Secretary of State on energy issues. He had previously been a United States Ambassador to both Mexico and Ukraine and was special assistant to the President and successively as director and then senior director for Russia, Ukraine and Eurasia on the National Security Council. At the Brookings Institution, Mr. Pascual served as both vice president and director of foreign policy studies and launched the Brookings Energy Security Initiative. He taught and wrote on energy geopolitics at Columbia University. Mr. Pascual created the position of coordinator for reconstruction and stabilization, establishing the State Department's first civilian response capacity to conflicts. He also was the State Department's coordinator for American assistance to Europe and Eurasia. He has also held leadership roles at the U.S. Agency for International Development, including as deputy assistant administrator for Europe and Eurasia, chief of policy and strategy for Africa and in field postings in Mozambique, South Africa and Sudan. Mr. Pascual received his Masters of Public Policy degree from the Kennedy School of Government at Harvard University and his Bachelor of Arts degree from Stanford University. His book, Power and Responsibility, won a 2009 award for the best political science book published by an independent publisher.

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Jamey Rosenfield

Jamey Rosenfield, Senior Vice President and IHS CERA co-founder, is a leader in driving major IHS global research and growth initiatives. Mr. Rosenfield created IHS CERAWeek, the foremost annual global senior-level energy conference. He has led several strategic projects on unconventional oil and gas and the impacts on global and national energy strategies and policies.

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