Yesterday, in view of the BCA release of passing on costs due to carbon to consumers, I commented that
“This will surely happen but for businesses which will start implementing carbon reduction programs from now on will have a competitive advantage to hold or reduce their prices. This is an opportunity for forward thinking businesses. Did you start talking to a carbon consultant ?”
Regardless of the shape and scope of a local scheme, at the end of the day it s a simple equation, companies with lower emissions will be better positioned. These companies will better insulated from any carbon tax, and better positioned to benefit from constraints oncompetitors. Other stocks will simply be playing catch up , he said.
Babcock and Brown Wind is leading in Australia especially since it is “able to generate electricity with 97% less emissions than its sector peers. When this is translated into life under an emissions trading scheme it will represent a considerable competitive advantage.”
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It is worth checking out the Reputex list (Download – Reputex Australia Low Carbon Companies).