Five years later: the pandemic's energy legacy
Five years ago, as lockdowns swept the globe, we witnessed an energy shock that destroyed oil demand, upended electricity demand patterns, and dropped global emissions by staggering levels overnight. ...
21 Mar 202553min
Does residential solar have a bad product?
The residential solar industry is facing its most challenging period in years. High interest rates, sweeping policy change, and stubbornly high customer acquisition costs are all causing a contraction...
14 Mar 202549min
Is Wall Street in climate retreat?
Major U.S. financial institutions are backing away from climate commitments – all six largest American banks have exited the Net-Zero Banking Alliance, BlackRock has quit comparable initiatives, and t...
7 Mar 20251h 8min
Musk takes a chainsaw to 'energy dominance'
Elon Musk built Tesla with help from government loans and carbon credits. Today, he's swinging a chainsaw at the very agencies that launched his empire — while directly undermining President Trump's "...
28 Feb 20251h 4min
The data center boom: ‘All the cheap power is gone’
The tech industry is pouring $1.3 trillion into data centers globally over the next five years. While efficiency breakthroughs like the launch of DeepSeek's R1 reasoning model might reduce computing n...
21 Feb 20251h 1min
Trump's energy paradox
The Trump administration wants energy abundance. But it just declared war on the fastest and cheapest ways to achieve it. That's the central paradox emerging from the administration's first weeks in o...
14 Feb 202552min
The energy transition, decoded
The greatest industrial transformation in history is well underway — but it's going to be messy, contentious, and certainly not linear. In the midst of a volatile political and economic era, Jigar Sha...
5 Feb 20257min
