September 2025 Issue

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

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,

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

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

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

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