#Morningstar #NetZero #ClimateChange An increasing number of companies have made ambitious, science-based commitments to eliminate their carbon footprints by 2050. Innovations in electricity generation will play a pivotal role in meeting net-zero objectives by 2050. 00:30 What does Net Zero mean? 01:32 What Does Net Zero Mean for Investors? 07:56 Climate Change Investing Opportunities Are “Huge” 11:40 Electricity Generation and Distribution—Not Oil—Is the Key Hurdle in the Energy Transition 16:38 Scope 3 Emissions Are Big Challenge for Consumer-Packaged Goods Companies 21:23 Net Zero Is Not 28 Years Away. It Is Now. 24:32 Net Zero Will Cost More the More We Delay 26:22 80% of Carbon Emissions Come From the Energy Sector 28:26 Morningstar Is Bullish on EVs, But EVs Are Not Enough 30:51 Robust Technological Innovation Is Vital to Eliminating Fossil Fuels 33:35 Will Consumers Be Willing to Pay to Be Green? 38:02 Business-As-Usual Will Fail. A Change in Mindset is Required. 39:02 The Energy Transition is a $70-100 Trillion Opportunity 40:00 Is Nuclear Power a Sustainable Energy Source? 42:10 Nuclear Is Carbon-Free, but is Relatively Expensive and Carries Obvious Risks 43:45 Bitcoin Mining May Benefit from Renewable Energy, but Transmission Systems Are Lacking 46:16 Infrastructure is the Best Investment in Energy Today, Not Renewables 47:05 California’s Policies Have Created the Best Lab to Test Energy Transition Strategies 49:08 Unilever Was Early to ESG, and Paid a Big Price Stocks mentioned Unilever  https://www.morningstar.com/stocks/xnys/ul/quote General Mills https://www.morningstar.com/stocks/xnys/gis/quote Clorox https://www.morningstar.com/stocks/xnys/clx/quote NiSource https://www.morningstar.com/stocks/xnys/ni/quote Edison International https://www.morningstar.com/stocks/xnys/eix/quote More From Morningstar about the clean energy transition and sustainable investing. As Sustainable Stocks Rally, Valuations Grow Fatter: https://www.morningstar.com/articles/1075975 Utilities' Clean Energy Transition: Our Forecast: https://www.morningstar.com/articles/1058661 3 Utilities to Watch During the Clean Energy Transition: https://www.morningstar.com/articles/1058817 ESG Risk Management Makes Sense, but ESG Impact Is Less Straightforward: https://www.morningstar.com/articles/1076450 Follow us on social. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/