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www.research.hsbc.comDisclosures&Disclaimer:ThisreportmustbereadwiththedisclosuresandtheanalystcertificationsintheDisclosureappendix,andwiththeDisclaimer,whichformspartofit.PlayinterviewwithAshimPaunBy:AshimPaun,LucyActon,AmitShrivastava,JamesPomeroyandTarekSolimanApril2019GlobalClimateChangeFragilePlanetThepoliticsandeconomicsofthelow-carbontransitionAstheworldstrivestocutgreenhousegasemissionstocombatglobalwarming…Werank67countrieswiththepolicies,institutionsandeconomicpotentialtodecarboniseWepresenttheClimateLeadersGroupofSevenNations(theC-7),headedbyGermanyandSweden,andalsotheEM-Leaders,includingChina1ClimateChange●GlobalApril2019Figure1.Source:HSBCHSBC2019C-7(ClimateSevenGroupofCountries)+top3EMcountries1stGermany®36%emissionsdeclinesince1979peak®1stplaceforpolicyoutlookand2ndforpotentialtorespond®2ndplaceforgreenopportunities7thUnitedKingdom®Acceleratedemissionsdeclinesoverthepastdecade®75%reductionincoaluseinprimaryenergymixbetween2012and2017®Longtermaimofatleast80%emissionsreductionby2050(vs1990)2ndSweden®Over60%ofprimaryenergymix‘clean’®Targetingzeronetemissionsby2045®LowestemissionspcofC7Group6thUnitedStates®Recentgrowthinuseofrenewables®Non-stateactorspushingforwardwithclimateplans®3rdplaceforgreenopportunities4thFrance®2ndlowestemissionspcofC7Group®Nuclear48%ofprimaryenergymix®Longtermtargetofcarbonneutralityby20503rdAustria®Hydropower25%ofprimaryenergymix®Strongpolicyoutlookandpotentialtorespond®5thplaceforgreenopportunities5thDenmark®47%fallinemissionssince1996peak®®HighuseofrenewablesandnaturalgasEM–2ndEM–3rdCzechRepublic(13thoverall)®Decliningemissionsfollowingeconomicreform®Policiestofurtherimproveenergyefficiency®HighestrankingEMstateonclimatepolicysupportEM–1stKorea(15thoverall)®HighestrankingEMstateforpotentialtorespond®Highshareofnuclearinprimaryenergymix®InnovativeeconomyalignedwithfuturegreenopportunitiesChina(14thoverall)®1stplaceforgreenopportunities®Pledgetoreachpeakemissionsaround2030®Targeted60-65%f...