Strategic Insights

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…

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…