Webinars & Other
Webinar, 5 June 2026
Oil Companies in Disguise: Are Investors Mispricing Automotive Climate Risk?
Asia/Europe Session | Americas Session
Carbon Tracker and InfluenceMap 45-minute investor briefing on our forthcoming Oil Companies in Disguise - 2026 Edition report.
Our research finds that:
Across major global automakers, reported Scope 3 emissions may underestimate real-world emissions by 33% on average.
This “Carbon Gap” is driven by optimistic assumptions on vehicle lifetime, hybrid usage, and emissions boundaries.
When adjusted for real-world conditions, some automakers exhibit carbon intensity levels comparable to, or exceeding, oil and gas companies.
Hybrid-heavy strategies may be prolonging oil demand and increasing long-term stranded asset risk.
Diverging electrification strategies are creating clear winners and laggards in the transition.
For investors, this raises a critical question: Are automotive portfolios carrying hidden oil exposure that is not being priced in?
What this webinar will give you:
This session is designed to provide practical, decision-relevant insights for investors, including:
How to identify hidden carbon liabilities in automaker disclosures.
What the “Carbon Gap” means for risk and portfolio alignment.
Which OEM strategies are reducing vs extending exposure to oil-linked revenues.
How to incorporate BEV sales share and emissions realism into investment analysis.
Key questions for engagement, stewardship, and voting decisions.
What evolving carbon accounting debates could mean for future disclosure reliability.
This webinar is a high-impact briefing for investors assessing climate risk, transition credibility, and capital allocation in the global automotive sector.
Speakers:
Ben Scott, Head of Energy Demand, Carbon Tracker
Ben Youriev, Director of LobbyMap Research on Energy, Mining and Transport, InfluenceMap
Giuseppe (Joseph) Jacobelli, Managing Partner, Bourne Impact Capital Ltd and Founder of actE
Speakers:
Ben Scott, Head of Energy Demand, Carbon Tracker
Ben Youriev, Director of LobbyMap Research on Energy, Mining and Transport, InfluenceMap
Giuseppe (Joseph) Jacobelli, Managing Partner, Bourne Impact Capital Ltd and Founder of actE
CTI's Website: https://carbontracker.org/
The Carbon Tracker Initiative is a non-profit organisation working to align the capital markets with the climate change policy agenda.
Carbon Tracker are applying our thinking on carbon budgets and stranded assets across geographies and assets classes to inform investor thinking and the regulation capital markets.
Podcast, 23 October 2025
E7. Energy Fuels AI, AI Empowers Energy. Mark's Morning Call: Real Time. Real Markets.
Many people know AI is power-limited — but few realize how this challenge is creating massive new investment opportunities. What energy sources are driving the AI boom? How can AI itself empower the energy transition? And what does this mean for investors, innovators, and the global shift toward sustainability?
In this episode, Mark is joined by energy expert Joseph Jacobelli to unpack the powerful intersection between AI and energy. Together, they explore how AI’s surging demand is reshaping global electricity use, how data centers are becoming the new energy giants, and how renewable technologies are evolving to meet these challenges.
The conversation dives deep into the transition from fossil fuels to clean energy, the financing hurdles for large-scale renewable projects, and how AI can optimize grid efficiency, energy storage, and long-term sustainability.
Book Review, 23 September 2024
Writer Jan Lee at Earth.Org reviews Joseph Jacobelli’s Asia’s Energy Revolution, describing a rigorous, graphics-rich survey of Asia’s energy transition across demand, policy, markets, and technology, with case studies from Australia, Japan, Singapore, New Zealand, and especially China. Lee mentions that the book highlights rapid renewables growth, coal’s decline, grid curtailment challenges, Industry 4.0 digitalisation (digital twins, drones, smart systems), and evolving green finance and ESG taxonomies, concluding that Asia’s shift is complex but accelerating and broadly optimistic.
Webinar, 9 May 2024
The Economic Cost of Climate Change to APAC in 2024 and beyond
Hosted by De Gruyter and including speakers: Joseph Jacobelli, Tapan Sarker and Timothy Cadman. The three guests discuss the topic that climate-driven natural disasters are increasing in frequency and now economies in APAC are bearing the brunt of extreme weather disasters on many fronts, with negative effects on both its large population and global supply chains. With decarbonisation acting as a new economic engine, Asia Pacific can play a key role in providing the skills, technology, innovation and finance for this global transformation - and we have assembled an expert panel to cover it all in details.
Podcast, 6 February 2024
Energy Transitions Podcast: How to de-risk cleantech investments
The cleantech investment space is an ever-evolving and complex ecosystem, with increasing pressure to innovate and an increasing need for investment to bring new technology to fruition. And while there have been some big investments over the past decade, a liquidity crunch, rising interest rates and geopolitical tumult are making the cleantech investment landscape tricky to navigate. In this episode of the Energy Transitions Podcast, Joseph Jacobelli, managing partner of Bougie Impact Capital and host of The Asia Climate Capital Podcast, delves into identifying and mitigating the risks impacting the cleantech investment space. Jacobelli unpacks the importance of policy and government support in fostering investor confidence and explains why China continues to dominate the space. He also answers the question about which technologies are gaining the most attention from investors and why.
Panel Discussion, 25 October 2022
Panel 4: New Opportunities in Energy Security & Investments in Emerging Sectors in the Green Economy
ONERHT: The ONERHT Universe is an integrated multidisciplinary platform of professional services. Collaborating as ONE, we seek to be a beacon of growth for our clients, stakeholders and communities, empowering them to achieve purposeful growth in Asia and beyond.
As ASEAN recovers from the COVID-19 pandemic, our panel of experts shared what new opportunities are emerging in the region's green economy at the 8th edition of RHT CABA ASEAN Summit (RCAS) on 20 October 2022.
Interview, 16 July 2021
An Author’s Notes on Asia’s Energy Revolution
The newly published 'Asian Energy Revolution: China's role & the New Opportunities as Markets Transform & Digitalise' talks energy transition and shares insights of an author who also is an Enlit Asia Advisory Board member who has a 30-year association with the electric power sector in Asia. The energy consumption outlook for the region will be challenged but Jacobelli sees positive shifts. The concept of twin transformations is a pillar of his book. One is the shift from fossil fuel based electric power generation to clean, zero energy sources. The second is about digital energy. In his book, the key impacts of these transformations and how they intersect are revealed.
Source: Enlit Asia
Interview, 22 June 2021 (in Italian)
Il mercato delle rinnovabili in Asia: opportunità per le imprese
Qualenergia-it
Interview, 22 April 2021
Blockchain’s green efforts and crypto carbon-nomics in Asia | The Daily Forkast
Asia’s no slouch when it comes to environmentally friendly initiatives in its blockchain industries. From institutions wanting carbon neutral Bitcoins, to tokenizing carbon credits — these are the latest green crypto trends in this region. In the DeFi space, Conflux launches a new platform that aims to bridge the gap between ecosystems in the East and the West. We’ll have more on that story — and other news shaping the cryptocurrency and blockchain world — in this episode of The Daily Forkast, April 22.
Interview, 5 February 2021
The Green Investing Movement: Evolving Bank Policies and Shrinking Blockchain Funding
Joseph Jacobelli shares his insights about the ascent of green investing and how the pandemic has had little effect on the renewable momentum.
Source: Enlit Asia
Interview, 24 January 2019 (in Chinese)
Interview, 5 November 2018 (in Chinese)
TVB "財經焦點" - 岳啟堯, 彭博行業研究
Brief Interview, 19 October 2018
Interview with Bloomberg Intelligence's Joseph Jacobelli at POWER-GEN ASIA 2018
AsianPowerMagazine:
Joseph Jacobelli discusses diverse energy market dynamics in Asia, highlighting advancements in China, potential in Vietnam and Myanmar, and challenges like institutional barriers and government responsiveness.
Interview, 16 November 2015 (in Chinese)
從理論上看，歷史上人們往往用一些兼具代表性和時效性指標來預判經濟形勢。農耕文明時代，風調雨順預示五穀豐登；工業文明時代，能源革命改變生產方式，任何活動都需要能源支持，電力成為運用範圍最廣的動力。而從中國改革開放30多年來的發展實踐來看，用電量的變化有效反映經濟脈動，用電量增長較快的國家，經濟增長也較快，本周內地公布十三五規劃，建議加快開放電力、電信等自然壟斷行業的競爭性業務，電改主線不變。本期「非財勿擾」邀請鑽研能源逾20年的「彭博行業研究亞太區公共事業與基礎設施行業高級分析師 岳啟堯(Joseph Jacobelli)」對話主播蔡韋葶，「電改來了！老外看中國」。
Brief Interview, 22 September 2015
U.K. Seeks to Boost China Power Ties
U.K. Chancellor of the Exchequer George Osborne is hoping to come away from a trip to China with deals for new nuclear power plants. Osborne announced the U.K. will guarantee $3B to build the country's first nuclear power station in decades. Bloomberg Intelligence's Joseph Jacobelli discusses the plan on "Trending Business."
Source: Bloomberg Television
Brief Interview, 16 July 2015
What China's Power Consumption Tells Us About the Economy
July 16 -- China's installed power capacity is rising faster than consumption. Bloomberg Intelligence's Joseph Jacobelli has more on "First Up."
(Source: Bloomberg Television)
Seminar, 30 June 2015
Energy Forum 20: Renewables and Electricity Market Reform - Mr. Joseph Jacobelli
思匯政策研究所Civic Exchange
Mr. Joseph Jacobelli highlights China's progress in renewable energy amidst challenges like grid integration, market deregulation, and emission regulations, emphasising the need for clear policies and drawing parallels to Hong Kong's lack of renewable energy targets.
Panel Discussion, 30 June 2015
Energy Forum 20: Renewables and Electricity Market Reform - AM Panel Discussion
思匯政策研究所Civic Exchange
Panel Discussion, 15 June 2015
80% of China’s Coal Producers Are in Loss
China’s stimulus push may be paying off. The pickup in industrial output and the jump in lending suggest the economy may be stabilizing. But does this mean Beijing will meet its 7% growth target? And how are companies faring on the ground? Bloomberg Intelligence’s Joseph Jacobelli, Michelle Leung and Lu Wang discuss the economy on “Trending Business.”
Source: Bloomberg Television
