#58 - October 19 2021
The world is in the midst of a global energy shortage almost entirely due to a fossil fuel supply chain breakdown. Today we analyze where the battle lines are drawn and what the future holds for oil and gas.
#57 - October 12 2021
The winds of change are blowing off the east coast with the arrival of the first commercial scale offshore wind farm in the US. We look up in awe at the massive size and scale of this $2.3 billion project.
#56 - October 1 2021
Many private companies are spending billions developing designs for Advanced Small Modular Reactors (SMRs) to produce clean nuclear energy for the nation’s grid. But there is already an expert in the field: the US Navy.
#55 - September 17 2021
What do jet-setting stars like Leonardo DiCaprio and large polluting corporations have in common? The answer is Carbon Credits and today we explore this burgeoning practice and it’s future impact.
#54 - September 14 2021
A Carbon Tax has won widespread support from both conservatives and progressives. This excellent Boston Globe article, reprinted here with kind permission from the authors, explains why.
#53 - September 1 2021
Today we delve into a Barron’s interview with Gary Black, the well-regarded Wall Street pro, and reveal why his target price of $1,100 per share for Tesla is not as aggressive as it may first appear.
#52 - August 27 2021
To operate reliably during periods of extreme weather brought on by climate change, our aging, decentralized power grid needs an overhaul. Today we offer some suggestions of how that might be achieved.
#51 - August 16 2021
In Bloomberg’s quarterly ‘Where to invest $100k right now’ column, our Editor-in-Chief, Doug McKeige, was one of six experts invited to share their thoughts. Today we sneak you behind the Bloomberg paywall for his insights.
#50 - August 12 2021
Torbjörn Wahlborg is a man of power. He directs over half of the electricity generation in Sweden and substantial generation throughout Europe. Today we share his thoughts on generating power without fossil fuels and exciting future developments in energy.
#49 - August 10 2021
Several recent developments in the political and industrial arenas have made the case for investment in batteries very alluring. This week we explore what is happening and suggest some things to consider.
#48 - July 10 2021
The 1970 Clean Air Act was a significant achievement but, in hindsight, it was flawed. Today we make the case for a different approach: rather than attempt to regulate emissions out of existence we need to make emitters pay to pollute.
Video - June 24 2021
The Coca Cola company was recently named the world’s worst polluter in a global survey, for the 3rd year in a row. In this Video, we discuss how they earned this unfortunate label and suggest what they might do about it.
#47 - June 22 2021
The wild speculative investing mania continues for Bitcoin but few people understand how it actually works and even fewer are aware of its massive dirty carbon footprint. This week we examine Bitcoin’s Achilles heel.
#46 - June 15 2021
In a ground-breaking recent report, the International Energy Agency signaled the end of the fossil fuel industry. This week, we delve into the media and industry reactions to their monumental proclamation.
#45 - June 3 2021
This week we interrogate the recent revolutionary vote that installed two new members on Exxon’s Board and explain why the WSJ got it wrong when they called it a ‘Proxy Coup’.
#44 - May 25 2021
Some luminaries say Tesla’s lofty valuation is thoroughly justified, others equally believe it is way over valued. This week we take an in-depth look at both those points of view.
Video - May 14 2021
Louisiana has given the Taiwanese Formosa company the go ahead to build a massive plastics factory in an area so polluted it is known as Cancer Alley. This week, we look at the implications of that momentous decision.
#43 - April 27 2021
The US and China have agreed to work together on the climate crisis. But with its huge economic reliance on dirty coal, can China be trusted to keep its end of the bargain?