The policy drivers for the energy transition are new enough that this kind of disruption sparks questions about the durability of the capital, projects, technology development, and deployment of the infrastructure we need to decarbonize in the event of a political shift. But while there are significant differences in the priorities for the energy transition across
Category: Expert Views
Thought leadership articles written by the team
Supporting the electrification of school buses
Substantial federal grant funding, an increasing volume of policy mandates, and mounting pressure from parents, teachers, students, and communities for schools to decarbonize underpin the market. Through the lens of an investor, school buses are prime candidates for electrification: bus routes are predictable and almost always fall within the range offered by EVs available today, most
Did the IRA make tax equity worse?
The Inflation Reduction Act has funneled hundreds of billions of dollars into clean energy projects, but in many ways has made securing attractive tax equity more challenging not less. Although tax equity terms have deteriorated for now, creative investors who understand how to take advantage of the new capacity in the market can derive value from the incentives and help build the critical projects needed to decarbonize.
The wisdom of Sallah
As the world readies for yet another COP of disappointment, every news outlet covering climate is rushing to tell the story about failing “net-zero” commitments. Every one I read reminds me of that Indiana Jones moment. The conversation is always about how firms and countries are not on pace to meet their “net-zero” pledges because of
The kids are [going to make it] alright
Last year, the Lancet published a survey of 10,000 young people from around the world finding that over 80% of people between 16-25 were at least moderately worried about climate change with over 50% being extremely worried. The study also found that feelings of anxiety, anger, guilt, and helplessness are translating into practical and life-defining decision
Dilbert is still a thing and he hates ESG.
Two things, then, were surprising to me this morning. The first, that Dilbert still exists. The second, that ESG as a concept has pervaded the zeitgeist of a typical American-morning-coffee-and-reading-the-paper ritual (to the extent that the “paper” part of that still exists). To me, the value of ESG is pretty simple. On the E side – from