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.
All Work
Trey Thoelcke
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…
Solar stocks lead ESG performers in rocky first half for climate, markets
By David Callaway, Callaway Climate Insights Investors hoping to offset treacherous global warming conditions this year with opportunities in environmental, social and governance (ESG) stocks were generally left wanting in the first half. But…
ESG fund groups leading on shareholder Democracy voting changes
By David Callaway, Callaway Climate Insights (Mark Hulbert, an author and longtime investment columnist, is the founder of the Hulbert Financial Digest; his Hulbert Ratings audits investment newsletter returns.) LONDON (Callaway Climate Insights) —…
This is what Biden can do in a climate emergency, and can’t
By David Callaway, Callaway Climate Insights Today in Callaway Climate Insights: – Both the UK and U.S. are declaring climate emergencies. What happens from here? – Tesla is the early leader in the electric…
Climate leadership wilts in extreme heat; plus, China’s carbon market a year in
By David Callaway, Callaway Climate Insights In today’s issue: — As Europe melts, global climate leaders are nowhere to be found — China’s carbon market turns one this week. Volumes are encouraging. Prices? Not…
SEC Adopts Changes to Proxy Voting Advice Rules
This article is sponsored by Corporate Citizen Project. The U.S. Security and Exchange Commission on Wednesday voted to amend proxy voting advice rules adopted in July 2020 but never enforced. The 2020 final rule…
The coming battle for climate reparations
By David Callaway, Callaway Climate Insights A new Dartmouth study this week linking polluting countries like the U.S. and China to actual economic damages in poorer countries because of the global warming they’ve caused…
How Much Influence Does ESG Investing Really Have?
This article is sponsored by Corporate Citizen Project. Purchasing a way out of an unpleasant or unwanted situation has a long and storied history – be it paying for a substitute to take someone’s…
Zeus: How this startup cracked a smart cooling case and won over McDonald’s and Taco Bell
By David Callaway, Callaway Climate Insights (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…
Climate’s ticking population bomb, plus Biden’s Saudi goals
By David Callaway, Callaway Climate Insights Today in Callaway Climate Insights: – A new UN report says eight countries will soon hold half the world’s population. Their climate outlooks aren’t good. – Are EV…