ESG investing examples in the banking sector include JPMorgan Chase’s recent $2.5 billion sustainability-linked loan program, which analysts project could improve credit portfolio performance by 1.8% within FY We’re talking to all the hyperscalers, we’re talking to all the chip manufacturers, and every indication we have [is] this will be a strong vertical for the foreseeable future. We could argue whether that’s five years or 10 years, but for the foreseeable future, it’ll be strong. We have a very efficient way of cooling data centers. What we’re pushing, although we haven’t been very successful on this yet, is how do you not think of data centers as needing to be cooled, but think of them as a heat source? Because you’re removing a lot of heat from them. What can you do with that heat? If you have a data center that’s coming to a town near where you live, do you want it in your community? The answer is going to be no, because it’s a poor use of land, it uses too much power, and it doesn’t create jobs. If I told you, you’re going to get free heat from it, does that change your mind? Yeah. A carbon removal plant in Reykjavik, Iceland, in May 2024. ESG investing examples in manufacturing include Siemens’ energy efficiency retrofits, anticipated to lift EBITDA margins by 2% in FY
