Financial Well-being and Sustainable Growth slide image

Financial Well-being and Sustainable Growth

NOMURA For Our Clients: Solutions tailored to client needs (2) Transition finance is critical to achieving decarbonization Bond issuance rose sharply in Japan after transition technology roadmap by sector announced By region Asia and by sector electric power account for half of funds required for decarbonization Estimated loans and investment required by 20501 Not all industries can make leap to decarbonization in one go Carbon neutral Illustration of transition to decarbonized society² $122trn Asia By region 54% North America 17% Europe Others 17% 12% Decarbonized society (Examples) ⚫EVs Transition phase •Renewable energy, etc. (Examples) Brown economy ⚫Fuel conversion, energy efficient technologies High efficiency power generation, etc. By sector Electric power 49% Land transport 34% Real estate Aviation 4% 5% Now Sharp rise in transition finance in Japan (billions of yen) Transition bonds Transition-linked bonds 400 # of transactions (rhs) 20 300 Transition finance roadmap (by sector) 200 10 10 METI, JFSA, MOE 100 announce basic guidelines 0 2020 2021 2022 (-9/9) - 1. Source: "Climate Finance Markets and Real Economy" Dec 2020. 2. Source: Ministry of Economy, Trade and Industry 2030 Supported multiple transition finance transactions JFE Holdings Y30bn Structuring agent, lead manager 2050 NOMURA Osaka Gas Y27bn Lead manager Use of funds Use of funds Energy efficiency initiatives Manufacture of eco products Development of ultra-innovative steel making process Renewable energy initiatives Solar power business invested in by Daigas Group Himeji natural gas electric power plant currently under construction Jun 2022 Aug 2022 14
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