Articles Related to Industry
#106 - June 5 2023
We run down the four elements of climate change that led us on our journey of discovery.
#105 - May 24 2023
We do the math on the real cost of cleaning up carbon emissions.
#103 - April 19 2023
While the data points may be from opposite directions, the conclusion is the same: the impact of climate change is everywhere.
#102 - March 27 2023
There is a solution to public companies with management who resist change to a low carbon world.
#100 - March 14 2023
Even the Oil & Gas folks were on board the clean energy transition train at last week’s International CERAWeek Conference.
#99 - February 28 2023
In a recent article, Barron’s laid out the facts: the ‘produce and pollute for free’ business model for Coke and Pepsi is not long for this world.
#98 - February 15 2023
This week we separate the climate change facts from ignorant fiction.
#97 - January 21 2023
Is ESG a good thing or just a lefty tool to handicap capitalism?
#95 - November 29 2022
Is the plan for big wind power off the US East Coast going to happen and what will it cost?
#94 - November 17 2022
The US finally has an industrial policy. And it's a game-changer, providing huge incentives for investors and innovators to help us catch up to China on climate tech, and perhaps surpass them in the future.
#93 - October 31 2022
Utility companies have been among the biggest polluters for decades – and they’ve done very little about it. What will it take to change them?
#92 - October 11 2022
PepsiCo was a lead corporate sponsor at last month’s Climate Week NYC 2022 and populated the conference with executives insisting that PepsiCo is a sustainability leader. But the reality is very different.
Video - September 14 2022
In the second video of our series of conversations with Michael Sonnenfeldt, Michael and partner Ben Wolkon discuss their climate investment strategies and reveal some of the innovative companies they are backing.
#89 - September 11 2022
Ironically, despite robust opposition from GOP Governors, it will be red states that benefit most from tax credits in the IRA Bill.
#82 - May 12 2022
We like a tidy house here at The Climate Capitalist, so we are taking advantage of the present global volatility and uncertainty to clean up our Clean Energy portfolios. Today we share a few spring cleaning thoughts.
#80 - May 3 2022
Last week we attended the largest Offshore Wind conference in North America. In short: we were blown away. The companies involved and emerging technologies on display all create a compelling forecast for investors.
#77 - April 6 2022
Last week, we attended MIT’s annual student-led Energy Conference. This week we recap the presentations from a veritable who’s-who of global leaders from industry, government and academia.
#76 - March 25 2022
This week we explore how the Exxon Mobil proxy contest and Carl Icahn’s emotionally driven attack on McDonald’s over their practice of caging pregnant pigs are signals of a new era of shareholder activism.