Deutsche Bank Asset Management Leader Discusses Green Energy Investment Opportunities

Much can be learned about the opportunities related to green energy from investment leaders, who are paid to know about emerging investment fields (although we all know how wrong they can also be bearing in mind the last 18 months or so).

Kevin Parker, head of Deutsche Bank's Asset Management Division, is one financial leader who is following the green energy sector with great interest. In a recent interview on EETV's "On Point" program (Sept. 15, 2009), Mr. Parker made a number of interesting observations about what lies ahead for the green energy sector. The nine-minute interview is definitely worth watching for those interested in the intersection of energy and finance.

Perhaps the most interesting comment Mr. Parker made involves the role China may play at the U.N. Copenhagen Conference in Denmark in December. No one doubts that the European Union will come prepared with an ambitious agenda. But how about the U.S., India, and China?

Well Mr. Parker thinks China might surprise everyone. "[W]e think there's a possibility that China comes to Copenhagen with a much more attractive [carbon reduction] deal to put on the table. And if that is the case, then I think the U.S. faces the potential of being caught flat-footed here."

Hum. Would not that be something to behold. The EU and China taking the lead while the "back benchers" (e.g., India and the U.S.) moan and complain about a new climate regime. This may not be likely, but if it does happen credit Kevin Parker for saying it first.