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Trey Thoelcke

ZEUS: Could carbon taxes cause the next financial crisis?

By David Callaway, Callaway Climate Insights As Europe readies the first carbon border levies, a disturbing estimate arrives of the financial impact of sudden taxes on polluters, and their economies. SAN FRANCISCO (Callaway Climate…

Trey Thoelcke · 5 years ago

Ocean investing so far more promise than profit

By David Callaway, Callaway Climate Insights In the frothy world of ESG stocks, ocean investing is still just a proverbial drop in the $2 trillion bucket. The same confusing metrics and lack of definition…

Trey Thoelcke · 5 years ago

Tesla troubles fuel EV opposition to Biden infrastructure bill

By David Callaway, Callaway Climate Insights Tesla’s weak stock performance this year may be self-inflicted, but every damaging new revelation strengthens the opposition on Capitol Hill to the massive plan for electric vehicles in President…

Trey Thoelcke · 5 years ago

A new path for Old Oil; plus Biden’s Plan B on infrastructure

By David Callaway, Callaway Climate Insights Oil prices rose Thursday. With environmental activists still celebrating the historic hat trick of legal and shareholder victories Wednesday against ExxonMobil (XOM), Chevron (CVX) and Shell (RDS.B), and…

Trey Thoelcke · 5 years ago

City of London takes climate fire ahead of COP26

By David Callaway, Callaway Climate Insights When I was a young foreign correspondent in the City of London in the ‘90s, I often marveled at how different that small “Square Mile” was from the…

Trey Thoelcke · 5 years ago

Searching for climate’s Enron; plus China’s Glasgow surprise

By David Callaway, Callaway Climate Insights As the Securities and Exchange Commission prepares for its introduction of new climate and human capital disclosure laws this summer, it’s useful to consider the impact of its…

Trey Thoelcke · 5 years ago

Why markets are missing the DarkSide threat

By David Callaway, Callaway Climate Insights The White House was quick to jump into the Colonial Pipeline hack over the weekend, issuing a rare emergency order to keep oil moving using highways and ships and bringing…

Trey Thoelcke · 5 years ago