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The Emerging Markets Energy Landscape

Pathways, Pitfalls & the Importance of Resource Efficiency

This post is issued by Osmosis (Holdings) Limited, a London based investment management group. For more information, please contact Lisa Harrison on 07716 912832 or [email protected]

Key Takeaways

  • Global emissions continue to rise, largely driven by the power sector’s combustion of coal.
  • We see heterogeneity in the ‘dirtiness’ of electricity grids across the Emerging Markets (EM). Asia-Pacific (APAC) is comparatively more coal dependent, Latin America (LATAM) is generally a lot cleaner, and Europe, the Middle East and Africa (EMEA) sits in the middle.
  • China is central to global decarbonisation. It is still the largest coal consumer in absolute terms, but is rapidly expanding its renewable generation capacity.
  • The carbon intensity of grid electricity directly impacts corporates through their Scope 2 carbon emissions. The dirtier the energy, the greater the importance of using it efficiently.

The Emerging Market Energy Landscape: Pathways, Pitfalls & the Importance of Resource EfficiencyDownload
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Important Information

Global Investors (ex US). This report is issued in the UK by Osmosis Investment Management UK Limited (“Osmosis”). Osmosis is authorised and regulated by the Financial Conduct Authority “FCA” with FRN 765056. This document is a “financial promotion” within the scope of the rules of the FCA. In the United Kingdom, the issue or distribution of this document is being made only to and directed only at professional clients (as defined in the rules of the FCA) (“Professional Clients”). This document must not be acted or relied upon by persons who are not Professional Clients. Any investment or investment activity to which this document relates is available only to Professional Clients and will be engaged in only with Professional Clients.


This document is issued by Osmosis Investment Management US LLC (“Osmosis”). Osmosis Investment Management UK Limited (“Osmosis UK”) is an affiliate of Osmosis and has been operating the Osmosis Model of Resource Efficiency. Osmosis UK is regulated by the FCA. Osmosis and Osmosis UK are both wholly owned by Osmosis (Holdings) Limited (“OHL”).

IMPORTANT INFORMATION:

Global Investors (ex US and Australia). This document is issued in the UK by Osmosis Investment Management UK Limited (“Osmosis UK”). Osmosis UK is authorised and regulated by the Financial Conduct Authority “FCA” with FRN 765056. This document is a “financial promotion” within the scope of the rules of the FCA. In the United Kingdom, the issue or distribution of this document is being made only to and directed only at professional clients (as defined in the rules of the FCA) (“Professional Clients”). This document must not be acted or relied upon by persons who are not Professional Clients. Any investment or investment activity to which this document relates is available only to Professional Clients and will be engaged in only with Professional Clients.

US Investors. This document is issued by Osmosis Investment Management US LLC (“Osmosis US”). Osmosis UK is an affiliate of Osmosis US and has been operating the Osmosis Model of Resource Efficiency. Osmosis UK is regulated by the FCA. Osmosis US and Osmosis UK are both wholly owned by Osmosis (Holdings) Limited (“OHL”).

Australia Investors: This document is issued in Australia by Osmosis Investment Management (Australia) Pty Ltd (ABN 80 670 854 798, CAR No. 001305635) (“Osmosis AUS”) is a corporate authorised representative of Eminence Global Asset Management Pty Ltd which is the holder of an Australian Financial Services Licence (AFS Licence No. 305573). Osmosis AUS is a member of the Osmosis group of companies, the parent company being OHL.

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