Climate & Energy

Meeting the Power Crunch -- How Proven Technologies and Policy Can Deliver Affordable Clean Power

Meeting the Power Crunch: How proven technologies and policy can deliver affordable, clean power at speed

The world is short on power ― and time. Global electricity demand jumped 4.3 % in 2024, nearly double the past-decade average, and is projected to increase at 4% annually through 2027. From AI clusters in Virginia to air-conditioner peaks in India, grids are groaning worldwide. Governments now face a dual imperative: keep bills affordable […]

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Tech breakthrough powers Scotland’s wave energy

Wind turbines altered to function underwater have now set industry records for generating nonstop power. The AR1500 tidal energy turbine. Source: Lockheed Martin “A very significant milestone.” That’s how Rémi Gruet, CEO Ocean Energy Europe, describes the latest news about the MeyGen project to generate electricity from oceanic tides.  For over six years, four modified wind turbines,

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Transforming the Grid: 6 stocks that support the growing demand for electricity

Key Takeaways  •  Urgent grid modernization needed: Decades-old infrastructure is under strain from AI, EVs and rising demand—risking a potential significant outage.  •  Capital expenditure cycle has kicked off: Utilities boosted their capital expenditures by 12.6% in 2024 – with an 8% increase projected for this year.  •  Investment opportunities span multiple industries: Our portfolios

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Grid investments in the Age of Electrification, AI and Data Ascendency

When Joel Makower and I cofounded Clean Edge back in 2000, we had a very clear sense that a host of emerging clean technologies – spanning renewables, the grid, transportation, and more – would experience learning curves and growth trajectories more akin to the internet and computers than to extractive energy sectors such as oil

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When climate goals meet reality: what should companies do when they miss the mark?

Ambitious climate goals can help drive action, but they can’t always be met. What should companies do when their efforts fall short? In the past few decades, we’ve seen remarkable progress in the public acknowledgement of climate action as an important business imperative. As someone who’s been working in the sustainable business space since before

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From Energy Hogs to Rewiring the Grid: How big tech and data centers are solving the cloud’s growing energy appetite with renewables

Above image: Google Partners for renewable energy with NextEra Energy Artificial intelligence (AI) may be software, but it is built from hardware: steel, copper, concrete, and energy. Every search query, AI-generated image or digital transaction routes through a data center, the brick-and-mortar to the cloud. These facilities, ranging from modest colocation sites to sprawling hyperscale

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Saving our Southern Ocean, one Algae-based Omega 3 supplement at a time.

Above Illustration: Krill don’t produce their own omega-3s; instead, they obtain them by consuming algae, which synthesizes the essential fatty acids. Whales, seals, penguins and countless other species depend on these organisms for survival.  To the far south, in the icy ancient waters around Antarctica, the largest climate catastrophe in the history of our planet

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Investing in Ocean Resilience: a sea change in Climate Finance

Above image: Kunduchi, Tanzania – photo courtesy of ORRAA A Turning Tide in Climate Finance A regenerative and sustainable blue economy represents a trillion-dollar frontier investment opportunity with the potential to generate significant returns for investors while advancing social and environmental goals.   The importance of coastal and ocean ecosystems to the global economy cannot

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Building big business from climate-fueled disasters

Why the damage from extreme weather is a profit center, and not a risk for insurers.  Here is a climate finance riddle. Why are insurance companies posting record profits even as climate-related losses from natural disasters reach historic highs? Despite a $182 billion price tag for losses due to weather-related disasters in the US last

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Protecting your Home & Financial Assets in the age of climate change

The changing climate is inextricably linked with our capital markets. In the face of this rapidly changing reality, economists are scrambling to price its impacts into financial models. It’s increasingly clear that many of the constants we once relied on — energy, water, homes, insurance, and public safety — are now unpredictable variables with climate-related

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