Renewable deals start to flow in wake of Biden climate deal
Two weeks after the largest climate change bill in U.S. history was signed, the uncertainty removed in the market about America’s new climate ambitions has started to yield real investment.
All Work
Trey Thoelcke
How the UK’s looming energy crisis will overwhelm its next Prime Minister
Britain’s new Prime Minister will soon face the country’s worst energy crisis in a generation.
ESG, Nuclear Power, and Proxy Voting
The European Commission proposed last year to add natural gas and nuclear power to the so-called EU Taxonomy of clean, sustainable energy sources. Early last month, the EU Parliament voted to include both on…
California’s new EV law is bold, unprecedented, and almost entirely impossible
The California governor’s plan to ban sale of all gasoline-powered cars by 2035 sets a new high bar in the race to convert the world’s auto fleet to electric. It’s also impossible.
Is It Time to Dump ESG?
In 2015, the United Nations adopted a list of 17 sustainable development goals, known as SDGs, intended to drive policies that would end all forms of poverty, fight inequality, and battle climate change. A…
From cloud-seeding to nuclear reactors – the new investor era of climate action
Our stalling over the past 30 years will soon leave us little choice.
The carbon cost debate is about to become real as prices approach €100
Plus, Biden's climate end-around on Supreme Court, and Candela's new boat deal.
Latin America takes early lead in surging carbon capture industry
While the rest of the world is building out a new industry called carbon capture, Brazil oil giant Petrobras has been quietly building its own carbon capture facility.
Green finance machine revives on market rally; plus, the hot new U.S. offshore wind site
A spate of good climate news with passage of President Joe Biden’s climate bill and a summer rally on Wall Street after six months of declines is starting to revive the green finance market in Europe…
Despite summer rally, clean energy funds still lagging fossil fuels
If 2022 were a normal year, renewable energy and climate-friendly funds might be winning the performance sweepstakes.
As Biden takes climate victory lap, new threat emerges in American West
As President Biden signed the Inflation Reduction Act, the federal government was ordering drastic water cuts out west.
How Biden’s climate bill success will revive ESG momentum after summer of doubt
The success in passing President Biden’s climate bill, which will be signed by him this week, changes the game in the U.S fight against global warming. It also is a jolt in the arm…
States Fight Back Against ‘Woke ESG Investing’
This article is sponsored by Corporate Citizen Project. In the latest salvo against asset management firms, rating agencies, and proxy advisory companies, Missouri’s Attorney General Eric Schmitt has begun an investigation into Morningstar and…
How Germany’s Rhine River drying up is a red flare for emerging markets
This summer’s twin paradoxes of massive flooding and receding rivers and reservoirs opened a dangerous new channel this week with news that some $80 billion in economic trade along Germany’s Rhine River could soon…
BlackRock, ISS Criticized for ‘Unchecked’ Ability to Torpedo Shareholder Proposals
This article is sponsored by Corporate Citizen Project. Investment management giant BlackRock voted in 2021 in support of 149 U.S. shareholder proposals related to environmental, social, and governance issues at companies’ annual general meetings.…
Zeus: The coming takeover battles for the climate transition
(David Callaway is founder and Editor-in-Chief of Callaway Climate Insights. He is the former president of the World Editors Forum, Editor-in-Chief of USA Today and MarketWatch, and CEO of TheStreet Inc.) SAN FRANCISCO (Callaway…
COP27 outlook falls as Russia, China shun climate talks with U.S.
By David Callaway, Callaway Climate Insights Today in Callaway Climate Insights: – China’s suspension of climate talks with the U.S. was inevitable after Pelosi’s Taiwan visit. What’s next? – How Sen. Joe Manchin threw…
How ESG ratings can miss the largest carbon emitters
(Mark Hulbert, an author and longtime investment columnist, is the founder of the Hulbert Financial Digest; his Hulbert Ratings audits investment newsletter returns. He can be reached at [email protected]) CHAPEL HILL, N.C. (Callaway Climate Insights)…
What needs to be changed to save the new climate bill in Congress
As the new Schumer-Manchin climate bill, um, the Inflation Reduction Act, enters the sausage-making phase in the Senate, it’s becoming clearer what needs to be tossed, and added, to cement passage of this vital legislation. Now…
A climate investors’ guide to the Inflation Reduction Act
(Bill Sternberg is a veteran Washington journalist and former editorial page editor of USA Today.) WASHINGTON, D.C. (Callaway Climate Insights) — Whether the Inflation Reduction Act of 2022 would reduce inflation is questionable. A…