At LeapFrog Investments, we are thrilled to celebrate the success of our inaugural Climate Insights Forum in London — a day filled with insights, energy, and diverse perspectives from investors, entrepreneurs, and policymakers, all accelerating climate action where it matters most. As we all heard, we will never have this opportunity again, and once it’s gone, it’s gone.
Thank you to Mike Berners-Lee, Damilola Ogunbiyi, Steve Howard, Jeremy Oppenheim, Daniel Muldoon, Willem Huidekoper, CFA, Irina-Maria Gaman, Pulkit Khurana, Simon Davis 🚛🌍⚡️, Mikir Shah, Jake Maughan, Daniel Schnitzer, Martin Baart.
🌍 5 Key Takeaways from LeapFrog's Inaugural Climate Insights Forum in London
Electrification Powers Growth; Digitisation Turbocharges New Business Models
From distributed energy to climate-smart agriculture, the combination of digitisation and electrification is paving new pathways for businesses to scale faster, reach more customers, and unlock efficiency. Emerging markets are uniquely poised to leapfrog traditional infrastructure and unlock growth with new, tech-enabled models.
Servitisation is Changing the Game
The rise of "asset-as-a-service" models is shifting incentives toward customers and driving greater resource efficiency. This is critical for making clean solutions affordable and scalable, while helping companies maximise the utility and longevity of key assets, like solar panels and batteries--a win-win-win for customers, companies, and the planet.
'Green Discounts' and Market Adoption are Reinforcing
As adoption grows, capex and financing costs will fall, deepening the "green discount" that already makes pro-climate solutions more competitive than incumbent models. This does not happen out of thin air. Policymakers play a crucial role in creating supportive markets that can further drive down costs and scale adoption.
The Investable Universe is Expanding—and Fast
Across emerging markets, the pipeline of bankable, scalable climate solutions is growing—from clean energy and mobility to innovations like climate parametric insurance. There's a clear opportunity to deploy more climate capital--if we can identify the right opportunities with greater collaboration between investors, entrepreneurs, and policymakers.
Time for Mission-Aligned Investors to Step Up
As geopolitical agendas shift, now is the moment for forward-looking investors to double down. Those who recognise the unprecedented opportunity that climate investing represents—and have the specialism to generate returns—must step up and ramp up investment allocations to lead the way where it matters most.
🌱 The bottom line? Climate investing in emerging markets is no longer a future bet—it’s real, a necessity, and a massive opportunity. Now is the time to scale.
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