Regnan
Decarbonising Cement: What Investors Need to Know About Emissions, Regulation, and the Next Wave of Industrial Change
Article
|
02 Feb 2026
Cement underpins global infrastructure, yet it accounts for about 8% of global CO₂ emissions. Reducing those emissions is difficult because much of the CO₂ is released by the chemistry of cement production. This report shows what can realistically bring emissions down, and how policy and carbon pricing are reshaping the sector’s investment case.
Professional investors only.
Issued and approved in the UK by J O Hambro Capital Management Limited (“JOHCML”) which is authorised and regulated by the Financial Conduct Authority. Registered office: Level 3, 1 St James’s Market, London SW1Y 4AH. Issued in the European Union by Perpetual Investment Services Europe Limited (“PISEL”) which is authorised by the Central Bank of Ireland. Registered office: 24 Fitzwilliam Place, Dublin 2, Ireland D02 T296. Issued in the United States by JOHCM (USA) Inc. (“JOHCMU”). References to “JOHCM” below are to JOHCML, JOHCMU or PISEL as the context requires. Perpetual Group is a trading name of JOHCML and PISEL.
This is a marketing communication.
The distribution of this document in jurisdictions other than those referred to above may be restricted by law (“Restricted Jurisdictions”). Therefore, this document is not intended for distribution in any Restricted Jurisdiction and should not be passed on or copied to any person in such a jurisdiction.
Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets.
Investments include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.
The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation.
The information in this document does not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any funds or strategies described in this document; nor shall this document, or any part of it, or the fact of its distribution form the basis of, or be relied on, in connection with any contract.
Telephone calls to and from JOHCM may be recorded. Information on how personal data is handled can be found in the JOHCM Privacy Statement on its website: www.johcm.com
J O Hambro® and JOHCM® are registered trademarks of JOHCML.
“Regnan” is a specialist sustainable and impact investing brand of the Australian asset manager Perpetual Limited, which encompasses J O Hambro Capital Management, Thompson, Siegel & Walmsley, Pendal Australia, Barrow Hanley Global Investors, and Trillium Asset Management. “Regnan” is a registered trademark of Pendal Group Limited. The Regnan business consists of two distinct business lines. The investment management business is based in the United Kingdom and sits within J O Hambro Capital Management Limited. “Regnan” is a trading name of J O Hambro Capital Management Limited.
Alongside the investment team is the Regnan Insight and Advisory Centre of Pendal Institutional Limited in Australia, which has a long history of providing engagement and advisory services on environmental, social and governance issues. While the investment management team will often draw on services from and collaborate with the Regnan Insight and Advisory Centre, they remain independent of the Regnan Insight and Advisory Centre and are solely responsible for the investment management of the Regnan investment strategies.
Press Release
Major UK firms on course for ‘disorderly’ green transition
Article | 02 Jul 2025
This report forecasts UK corporate greenhouse gas emissions to 2050 using the Horizon model, offering insights into decarbonisation pathways, policy impacts, and corporate responses to climate regulations.
Press Release
Introducing Horizon
Article | 05 Sep 2023
JO Hambro Capital Management launches proprietary emissions forecasting tool to support its active managers in assessing low-carbon carbon commitments of listed companies
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