Whalesbook
Dekho, Asia Investor Group on Climate Change (AIGCC) ne ek report nikali hai. Isme pata chala hai ki sabse bade Asian institutional investors climate finance mein kaafi smart ho gaye hain. Aur haan, Net Zero ka target bhi sabhi set kar rahe hain. Report ke mutabik, 74% investors ke paas portfolio emissions ke liye Net Zero targets hain. Yeh dikhata hai ki woh climate change ko ek bada financial risk maan rahe hain. Lekin asli gadbad yahan hai: inmein se sirf 42% investors ne hi published detailed climate transition plans banaye hain. Yaani, bade bade goals toh hain, par usko poora karne ke liye concrete steps kam hain.
Phir bhi, investors ne 28 climate metrics par improve kiya hai, yani climate finance ko lekar mindset change ho raha hai. Policy engagement bhi zordaar hua hai. 25% investors ab public mein climate policies ke liye advocacy kar rahe hain, jo pichli baar se 18% zyada hai. AIGCC members mein toh yeh public advocacy 3x badh gai hai, 58% tak pahunch gai hai. World level par bhi groups like IIGCC, AIGCC, Ceres, IGCC milkar kaam kar rahe hain, jismein Asia ke 80+ institutional investors hain, jinka total assets under management $36 Trillion se bhi zyada hai.
Climate solutions mein investment bhi bhari ho rahi hai. 30% investors quantitative commitments kar rahe hain funding badhane ke liye, jo pichli baar se 11% zyada hai. Sabse zyada demand energy storage mein hai, jismein investors ka interest 40% (2023) se badh kar 82% (2025) hone wala hai. Asia-Pacific ne 2023 mein $940 billion energy transition mein lagaya, jo global ka 45% se zyada hai, mostly China ki wajah se. Par bhai, Southeast Asia mein abhi bhi bada gap hai. Wahan $190 billion per year chahiye 2035 tak, par 2023 mein sirf $32 billion hi invest hua. ASEAN mein green investments 20% badhkar $6.3 billion ho gaye. Par abhi bhi coal ka scene kaafi strong hai region mein.
Ab aati hai tension wali baat. Geopolitical risks aur conflicts badh gaye hain, jisse energy security par asar pad raha hai aur low-carbon economy ki taraf badhna mushkil ho raha hai. Asia-Pacific stable hai, par inflation, interest rate changes, aur geopolitical fragmentation se bhi dikkat hai. Ye sab cheezein long-term investment planning ko complicated bana rahi hain, especially un economies ke liye jo fossil fuels par dependent hain. Aur 'just transition' ka kya? Yahan toh aur bhi mushkil hai. Sirf 11% investors ke paas is equitable shift ke liye koi proper strategy hai. High-emitting sectors jaise fossil fuels ke liye toh one-third se bhi kam investors ne specific policies banayi hain. Detailed climate transition plans publish karne wala ratio wahi 22% par atka hua hai. Kuch jagah 'transition-washing' ki bhi complaints aa rahi hain, matlab sirf naam ke liye commitments hain.
Kuch bade structural challenges bhi hain jo energy transition ko slow kar rahe hain. Asia ke kai power grids renewable energy ki intermittency ke liye design nahi kiye gaye hain. Iske liye energy storage aur diversified generation (hydro, geothermal) mein investment chahiye. Emerging markets mein reliable carbon emissions data ki kami hai, jisse transition pathways model karna mushkil hai. Aur developed se developing nations tak climate funding bhi itni nahi aa rahi jitni chahiye, jo 'just transition' aur global warming targets ko rok rahi hai. Net Zero achieve karne ke liye Asia ko aur funding, better regulations, aur grid connectivity chahiye. Development finance institutions aur private investors ko milkar kaam karna hoga, par interests align karna ek challenge hai.
Achhi baat yeh hai ki Asian investors milkar kaam kar rahe hain taaki implementation tez ho sake. AIGCC jaise groups best practices share kar rahe hain aur policymakers se baat kar rahe hain. ISSB jaise international disclosure standards ko adopt karna bhi badh raha hai. Asia mein lagbhag 32,400 companies ko sustainability reporting ke naye rules follow karne padenge. Yeh collective action bahut important hai kyunki market ab 'implementation phase' mein enter kar raha hai.