The electricity gauntlet has arrived
The electricity gauntlet we covered last year has been having a moment in the national spotlight, with coverage of rising load growth in the New York Times, the Wall Street Journal, and the Washington...
28 Mar 202447min
Digging into the SEC climate disclosure rules
The U.S. Securities and Exchange Commission approved new rules this month on what information companies must disclose about their greenhouse gas emissions and climate risks, but notably dropped more s...
21 Mar 202432min
Climate tech’s tough year in the public markets
Two major indicators of climate tech stocks – the S&P Clean Energy Index and the MAC Global Solar Index – are significantly trailing the overall market. They’ve been declining for months, down from th...
14 Mar 202440min
The early days of AI on the grid
The first wave of digital grid infrastructure in the U.S. didn’t quite deliver on its promises. More than 100 million smart meters have rolled out across the country, buoyed initially by billions in f...
8 Mar 202437min
The challenges of building a carbon removal portfolio
The carbon removal market could reach $400 billion to $1.6 trillion by 2050, according to McKinsey. But it’s got a long way to go. Right now the market is wild, unexplored territory filled with unprov...
29 Feb 202443min
The electric transformer shortage
The list of things that depend on transformers is long: new housing, EV chargers, renewable projects, and more. That’s why skyrocketing lead times and prices for grid equipment that raises or lowers v...
22 Feb 202434min
Frontier Forum: Diving into the booming transferable tax credit market
It's been a year and a half since the Inflation Reduction Act was passed. In that time, we've seen $110 billion in planned investments for factories that are pumping out electric cars, batteries, sola...
20 Feb 202427min
More 2024 trends: ESG, carbon certifications, curtailment, and AI
There was so much to talk about in Nat Bullard’s 200-page slide deck on 2024’s biggest decarbonization trends that we broke the conversation into two parts. For the first half of our conversation with...
15 Feb 202442min
