Authors
Stéphane Voisin and Others
This challenging report, part of Cheuvreux's "Lean Way" series, explores "a gold mine of energy savings" in the building sector, which currently one of the most carbon intensive sectors. The report suggests that as governments look beyond trading schemes, buildings could come under scrutiny as quick wins are sought to help meet emission reduction targets. Cheuvreux explains some of the remaining hurdles to lowering emissions, though ultimately high energy prices, tougher regulations and emerging technologies should increase the attractiveness of reducing building sector emissions. The report concludes that building energy saving is not yet an investment theme and that, "despite the apparent appeal of this theme, the timing is not favourable for the formation of a premium for insulation and heating equipment companies, compared to their other building materials peers."