Strategic Insights
Reality Check: The IEA Busts 10 Myths about the Energy Transition
There is as much naysaying about the clean energy transition as there are ways to accelerate it. The excuses spread by detractors, pessimists, and companies trying to protect their polluting businesses abound: “Wind and solar take up too much land. We don’t have enough critical minerals. The transition to clean…
Emergence Strategy in Action: Gogoro Seizes Opportunity in the Transition to Sustainable Mobility
This is the first in a series exploring emergence strategy. For related case studies, click here. How did Gogoro go from stealth startup to being the largest worldwide provider of light EV battery swapping — all in a little over a decade? The company, which vastly simplifies the charging…
The EV Revolution in Five Charts and Not Too Many Numbers
The exponential growth of electric vehicles marks the end of the ICE age, putting half of oil demand at risk
Emergence Strategy: A Systems Approach to Corporate Climate Action
How leading companies can move beyond incremental emission-reduction steps to seize business opportunities that entail transformative changes.
The Energy Transition Is a Technological Revolution — with a Deadline
We are in the midst of a technological revolution, driven by the rapid cost declines and proliferation of renewable energy. The cost of solar PV energy has fallen by 80 percent in the past decade, wind energy by 65 percent, and batteries by 80 percent, with adoption of all three…