Weathering the Storm: Climate Risk Stress Tests
Extreme weather has always meant extreme risks for businesses and investors. Yet climate change has varied the calculus, and many businesses are facing new, potentially existential risks as the world ...
29 Mai 202533min
CORSIA’s Flight Plan for Credible Carbon Markets
A United Nations-led aviation decarbonization scheme could offer some respite for carbon credit markets mired in controversy. With the Carbon Offsetting and Reduction Scheme for International Aviation...
22 Mai 202530min
Silicon States: US Data Center Expansion in the AI Era
The rise of AI data centers is reshaping the outlook for US power markets. Forecast to account for nearly a 10th of all US electricity demand by 2035, data centers are gobbling up power more quickly t...
14 Mai 202528min
Powering Ahead: The Future of US Renewable Investment
Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sourc...
7 Mai 202536min
Trump’s First 100 Days: Tariffs, Turmoil and Policy
One hundred days of the second Trump presidency have passed, and the impact has already been significant. While running for president, Donald Trump put the Inflation Reduction Act, ESG investing and c...
30 Apr 202534min
Crude Reality: Oil Demand Growth Falls After Tariffs
Oil demand growth outlooks have taken a heavy hit in recent weeks. In the wake of the Trump administration’s “Liberation Day” tariff announcements, US business and consumer sentiment tanked and global...
23 Apr 202526min
Rainforest to Revenue: Brazil’s Carbon Market Opening
Brazil, the host nation of this year’s COP30, looks set to be at the center of most major carbon market developments in 2025. The country is working hard to develop its domestic carbon market, and cou...
17 Apr 202536min
Power Play: EU Courts Chinese Battery Manufacturers
The European Union’s battery manufacturing sector has been struggling to stay competitive. In the face of supply chain concerns, technological barriers and record-low prices fueled by the global overs...
9 Apr 202523min
