Zerodha’s Post

The World Is a Mess. That Makes the Climate Crisis Harder to Solve. 🌍 Climate Investing: Private Capital’s Role in Net Zero by 2050 🌱 China's Clean Energy Paradox - Largest producer of solar panels, wind turbines, and EV batteries. - Also, the biggest consumer of coal, fueling geopolitical tensions. India’s Green Finance Gap - Annual green finance tracked: ₹309,000 crores (~USD 44 billion). - Meets only 25% of India’s climate finance needs. Private Capital Driving Change - National Investment and Infrastructure Fund (NIIF) launched Green Growth Equity Fund with $741M. - Aims to scale sustainable infrastructure and renewable energy. India’s Climate Tech Startups - 800+ active startups, but only 3% move beyond Series B funding. - Highlights the need for growth-stage capital and policy support. Global Climate Finance Commitments - Developed nations exceeded the $100B target, delivering $116B in 2022. - Adaptation financing remains low at 28%. India’s Renewable Energy Goals - Targeting 500 GW of renewable energy by 2030. - Requires $385B investment; coal still a key electricity source for the next decade. The Big Question: Can private capital and innovation close these gaps and make Net Zero by 2050 a reality for India and beyond? #NetZero2050 #ClimateInvesting #Sustainability #PrivateCapital #InnovationForGood #GlobalSouth #CleanEnergy #StartupsForClimate #ClimatePolicyInitiative Sources: #NIIF #Moody's #BusinessToday #LeMonde #Reuters #WorldResourcesInstitute "Major emitting countries are much less likely to work cooperatively on climate due to geopolitical tensions and concerns about supply-chain security than they were in 2015." - NYTimes article https://lnkd.in/g9ZSBhaa

Mobilising climate finance in India: Uncovering alternative routes #IndiaFinance

India is among the fastest-growing economies in the world. Its GDP is now ranked fifth in the world up from 17th in the early 1990s. Though it is now the world’s third largest greenhouse gas emitter, it has the lowest emissions per capita in the G20. Developed nations want India, China, and Middle Eastern countries included on the climate donor list, arguing that global climate goals can only be achieved if major emitters and economic powers share the burden. #India #climate

India’s Key Stance on Climate Finance Ahead of COP29 Ahead of COP29, India is urging developed nations to increase climate finance, as outlined in the Paris Agreement, to support developing countries in tackling climate impacts. India calls for clear definitions of climate finance, advocating that funding should exceed standard clean energy investments. As discussions for a new funding goal (NCQG) continue, India aims to ensure these commitments are fair, without shifting undue responsibility to major developing economies.

🌍 𝐑𝐞𝐟𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐨𝐧 𝐂𝐎𝐏29: 𝐀 𝐂𝐚𝐥𝐥 𝐟𝐨𝐫 𝐓𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐭 𝐚𝐧𝐝 𝐄𝐪𝐮𝐢𝐭𝐚𝐛𝐥𝐞 𝐂𝐥𝐢𝐦𝐚𝐭𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 🌱 As a student, I’ve been following the discussions at 𝐂𝐎𝐏29, and India’s decision to reject the proposed climate finance deal—calling it an “𝐨𝐩𝐭𝐢𝐜𝐚𝐥 𝐢𝐥𝐥𝐮𝐬𝐢𝐨𝐧”—really struck a chord with me. At the heart of this debate are terms like  𝐜𝐥𝐢𝐦𝐚𝐭𝐞 𝐟𝐢𝐧𝐚𝐧𝐜𝐞, 𝐚𝐝𝐚𝐩𝐭𝐚𝐭𝐢𝐨𝐧 𝐟𝐮𝐧𝐝𝐢𝐧𝐠, 𝐚𝐧𝐝 𝐥𝐨𝐬𝐬 𝐚𝐧𝐝 𝐝𝐚𝐦𝐚𝐠𝐞.They’re not just technical jargon—they represent hope for vulnerable countries grappling with the devastating effects of climate change. These funds are meant to help communities adapt, recover, and build resilience in a changing world. India’s stance reminded me that these promises need to be more than just words on paper. We need 𝐫𝐞𝐚𝐥 𝐚𝐜𝐭𝐢𝐨𝐧, 𝐛𝐚𝐜𝐤𝐞𝐝 𝐛𝐲 𝐭𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐜𝐲 𝐚𝐧𝐝 𝐟𝐚𝐢𝐫𝐧𝐞𝐬𝐬, to ensure funding reaches those who need it most. It’s a call to rethink how global climate agreements are structured and make sure they work for everyone—not just a few. For me, COP29 wasn’t just another global event. It was a reminder that the fight against climate change demands 𝐜𝐨𝐮𝐫𝐚𝐠𝐞, 𝐜𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐨𝐧, 𝐚𝐧𝐝 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲. What do you think about India’s stance and the need for fairer climate finance? I’d love to hear your thoughts! 🌿

A cornerstone of India’s climate transition plan is to shift towards a high-efficiency, low-emission power sector. In this post, Harsh Vardhan & Akhilesh Tilotia discuss the policy reforms that could support investment in this sector: bit.ly/3O48pAZ

BAKU Day 2 Update As the world gathers at COP29, the urgency for climate action and the push for a low-carbon future is clearer than ever. Today’s discussions brought forward the critical role of collaboration, innovative market mechanisms, and sustainable finance in accelerating India's climate transition. Key Takeaways from Day 2: • Climate Finance: There’s a growing focus on mobilizing funds for India’s transition, with particular attention to blending public and private finance for scalable impact. • Carbon Markets: India is emerging as a leader in developing efficient carbon markets. These mechanisms are essential to reward carbon reductions and drive investment in sustainable solutions. • Policy Support: Effective policy frameworks are needed to drive carbon neutrality across sectors. It’s inspiring to see India’s commitment to ambitious goals, backed by supportive policies At ERM India, we’re proud to be at the forefront, helping organizations navigate these evolving landscapes. Through our work in climate finance, market mechanisms, and policy advisory, we're enabling Indian businesses to take bold steps toward a sustainable, resilient future. The road ahead may be challenging, but with collaboration and innovation, we can build a thriving low-carbon economy for India. #COP29 #ClimateAction #ERMIndia #SustainableFuture #ClimateFinance #CarbonMarkets

🤑 Climate change loss per year = $143bn 2000-2019 average...estimated to reach $300bn by 2030! ☠️ Considering that developing countries are hard hit in terms of share of GDP loss & lives lost/disrupted, asking for $1.3tn ain't really much, given world GDP of $110tn (IMF). 🤝 Hopefully the "needs & priorities" of developing countries will be considered, rather than just what rich countries want to pledge.

One must read through detailed negotiations but for India to wholeheartedly reject this new ‘raised finance’ deal might win claps in climate negotiation lobbies but if I were to have been putting my opinion ahead, I would simply accept an offer that’s nearly three times the old fund value. We are talking about a bursting planet and waiting any longer for a larger sum of a trillion dollars is foolish when most world leaders had already walked away from making their presence felt at COP29 by brushing aside the Baku meet in lieu of a G20 summit when most statesmen were simply voted back to power in a ‘Year of Elections’ that is 2024 and even as Democracy on a global level stands bruised, a raised deal of 300 billion up from Paris agreement that was set at mere 1oo is a step in the right direction, as the conference of parties had already accepted the new offer by ‘developed nations’ even before this rebuke👇 came forward. It speaks of an arrogant attitude towards the world, China had developed it when they became the fastest rising large economy, a position enjoyed by Bharat now… I imagine that people who want to see and drive change aren’t really waiting for a jackpot deal, ‘rich countries’ built their own destiny and are now being pushed to pay for a past sin, there is no obligation strictly speaking.. we need to think!

India will be amongst the worst affected countries if an additional 1-2 degrees of global warming happens. The countries of the global north will not face the same level of problems. In fact a few of them will benefit from an agrarian bonanza. And to add to India’s woes, our energy requirements will increase greatly. And that will be in addition to our higher energy requirements driven by development. We will have huge energy requirements for air-cooling - which will become a life saving essential in areas with significant heat stress.