
Strategic Insights

The Rise of Batteries in Six Charts and Not Too Many Numbers
The unstoppable rise of batteries is leading to a domino effect that puts half of global fossil fuel demand at risk.

Record Temperatures, Record Solutions: The Fast-Changing Race for Our Future
We are in a race between tipping points — and as climate impacts accelerate, so too must climate solutions.

The Renewable Revolution Continues
By some measures, 2023 was a challenging year for clean energy. Interest rates rose, supply chains remained stressed, Western wind players struggled, interconnection queues grew, and clean energy stocks underperformed. Yet, the renewable revolution marched on. In 2023, the costs of clean technologies started falling again; the growth in clean…

Emergence Strategy in Action: Stora Enso’s Transformation into a Renewable Materials Company
How a top paper manufacturer took advantage of global trends to push the frontier in the renewable materials field.

Corporate Climate Action: Analyzing the Recent Surge of Climate Commitments
On the eve of the UN Climate Change Conference (COP28), the media buzz about corporate climate action is decidedly mixed. Optimism about the growing numbers of companies setting climate goals is tempered by disappointing news about the pace of many companies’ actions to achieve their goals. We are still creating…