RE: Savannah Energy Renewable Mali4 Apr 2024 11:33
"I am interested to see what the first funded renewable project impact on the SP for savannah would be, that would be interesting to see."
Think much will depend how ESG fund managers look at our revenue mix, and if they get a more explicit go-ahead from regulators to hold fossil fuels. In Europe, where ESG investing rules are the world’s most far-reaching in scope, authorities are in the process of reviewing the framework they enforced in early 2021, and how to treat so-called brown assets will be a key focus.
Absent that, it will be just like any other project where investors look at the NPV of the project(s), but wont apply a green premium to the SP.