SUSTAINABILITY

The Biggest Opportunity in the History of Humanity

According to a report by the New Climate Economy, if we make the right choices over the next 2-3 years we could unlock benefits worth $26 trillion between now and 2030, create 65 million new low-carbon jobs, and avoid over 700,000 premature deaths from air pollution alone.

The report points out that we have a planetary window of opportunity created by other transitions taking place, such as urbanization and automation, that need to be managed in any case and could be managed with a low-carbon approach.

We should make the shift in 5 key economic systems: energy, cities, food and land use, water and industry.

Market Areas of Interest & Investment Themes
Energy Storage & Clean Energy

Market Trends:

 

  • Projection is to move from two-thirds fossil fuels in 2018 to two-thirds zero-carbon energy by 2050. For wind and solar that’s “50-by-50”—with these technologies supplying almost 50% of world electricity by 2050.

  • 330kW in every 1MW of that PV to be deployed behind-the-meter by households and business—accounting for 5% of world electricity in 2050. Wind generates 26% of the world’s electricity in 2050, compared with 5% today.

  • According to BLOOMBERG NEF 2018, $13.3 trillion invested in new power generation assets over the 32 years to 2050. Of this, 77% goes to renewables. Wind attracts $5.3 trillion and solar $4.2 trillion, and another $843 billion goes to batteries.

  • As demand grows, so too does the grid, with distribution and transmission expansion needing an estimated $11.4 trillion to 2050.

Water

Market Trends:

  • Global Smart Water Management System Market will reach $31.6 billion by 2024, according to Zion Market Research, growing at a CAGR of around 18.5% between 2018 and 2024. The market is predicted to reach a value of $82.6 billion, registering at a CAGR of 17.37% from 2020 to 2027.

  • Water purifiers use a variety of technologies, including activated carbon, UV technology, and reverse osmosis (RO). The need for water purifiers has grown over time due to a rise in contaminants, dissolved solids, chemical substances, and other materials. Water quality is declining as a result of increasing water contamination caused by continuous industrial expansion and unmonitored waste discharge into water sources. With growing consumer health concerns, demand for water purifiers is expected to rise at a rapid pace during the forecast period.

Sports & Entertainment

Market Trends:

 

  • The global sports analytics market size was valued at $885.0 million in 2020. It is expected to expand at a compound annual growth rate (CAGR) of 21.3% from 2021 to 2028.

  • Over the last few years, the coaching staff of teams has realized the importance of on-field data in evaluating team performance, optimizing the training curriculum, tracking individual players, and monitoring injuries at an individual level. On the other hand, team managers have realized that on-field data can be combined with off-field data and used for streamlining the team selection process, deciding players’ lineup, and formulating in-game strategies.

  • The growing preference among team managers and coaches to utilize real-time data to formulate gaming strategies and organize training sessions is expected to drive the demand for sports analytics solutions.

Sustainable Buildings & Cities

Market Trends:

 

  • IFC report, Green Buildings: A finance and policy blueprint for emerging markets, notes that by 2030, in emerging markets alone, green buildings will offer a $24.7 trillion investment opportunity, which will spur economic growth and accelerate sustainable development.

  • Across Asia and the Pacific, which will house half the world’s urban population by 2030, there are particularly promising areas for investment, with an estimated $17.8 trillion worth of investment opportunities, primarily in residential buildings. The majority of this construction boom will occur in emerging markets, particularly in middle-income countries experiencing high population growth, rapid urbanization, and income growth.

  • By 2030, other regions besides Asia and the Pacific will offer significant opportunities as well:

  • In Latin America, green housing construction will create an estimated $4.1 trillion investment opportunity in green buildings.

  • New green buildings in Eastern Europe and Central Asia will attract almost $881 billion in investment opportunities, likely much smaller than investments required to retrofit old buildings.

  • In the Middle East and North Africa, cities will account for most of the over $1.1 trillion regional investment opportunity in green buildings as demand increases for resilient housing to combat water and heat stress.

  • In Sub-Saharan Africa, cities will double in population by 2050, providing a $768 billion investment opportunity to green future construction until 2030.

Robotics

Market Trends:

 

  • The Global Robotics Market stood at $49.94 billion in 2020 and is forecast to grow at a CAGR of over 4.91% by 2026 due to rising necessity for remote communications in various sectors.

  • The robotics market on the basis of end-user can be bifurcated into healthcare, media & entertainment, aerospace & defense, logistics, automotive and others (food & beverages, electronics, machinery, etc.).

  • The healthcare sector is expected to grow the most with a market share of 32.18% which in turn expected to enhance the market growth over the forecast period. This growth is due to the surge of moving robotic systems for high accuracy and safety procedures in the sector.

Vertical Farming

Market Trends:

 

  • The vertical farming market is projected to reach $7.3 billion by 2025 from $2.9 billion in 2020; it is expected to grow at a CAGR of 20.2%. Major drivers for the growth of the market are high yield and numerous other benefits associated with vertical farming over conventional farming, advancements in light-emitting diode (LED) technology, year-round crop production irrespective of weather conditions, and requirement of minimum resources.

  • Internet of Things

  • Market Trends:

  • The global internet of things market size is projected to reach $1,463.19 billion by 2027 while exhibiting a CAGR of 24.9%. Heightening demand for artificial intelligence and twin technology and precision farming by industries worldwide will stoke the market growth, suggests Fortune Business Insights™ in its report, titled “Internet of Things (IoT) Market, 2020-2027”. The report mentions that the market stood at USD 250.72 billion in 2019.

Aqua Farming

Market Trends:

 

  • The global fish farming market size was valued at $285 billion in 2019, and is projected to reach $378 billion by 2027, registering a CAGR of 5.8%. Asia-Pacific held a leading position in the global market in 2019, and is expected to maintain its dominance in the future.

  • The growth of the fish farming market can be attributed to changes in the food consumption pattern of people all around the world. The expansion of retail market and easy availability of the product through various sales channels make it convenient for consumers to purchase packaged farm fish, which drive the sales figures. Currently, fish farming is an absolute necessity to meet food demand and supply. Rise in popularity protein rich diet is expect to open avenue for the global fish farming market.

Smart Agriculture

Market Trends:

  • Smart Agriculture Market Size is projected to reach USD 36.24 Billion by 2030, growing at a CAGR of 10.80%.

  • The global smart agriculture market size is expected to reach a valuation of USD 36,241 million by 2030, growing at a CAGR of 10.80% during the forecast period (2022–2030). Europe is expected to be the second-largest smart agriculture market, with an expected market value of USD 9,701 million by 2030.

  • Smart agriculture is a farming method that uses information technology to manage, analyze, and identify variability on a farm to increase crop production while reducing human effort.

Autonomous Transportation

Market Trends:

 

  • While today the market for autonomous vehicles consists primarily of unmanned military drones, over the next 12 years it will transform into one that is 60 percent civilian; including ground, sea, air, and space transportation; and expand to $751.9 billion—more than 40 times its current size. Autonomous vehicles will make up 20 percent of the total vehicle market by 2030, and three out of four of them will be used as ground transportation.

  • For the entire transportation and services sector—including public infrastructure; mobility services; traffic, fleet and data management; defense and security; and maintenance, repair, and overhaul—the arrival of autonomy means a five-fold increase in the market to almost $3.54 trillion.