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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.
Talk to an expert about the net zero carbon futureLearn about wind, solar, electric vehicles, and more
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?
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
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:
Battery storage
Solar PV and
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.
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.
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.
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.
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.
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.
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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