commentary

As we witness global energy demands becoming progressively complex and decentralized, decarbonization stands as one of the biggest challenges of the current generation. Addressing the issues surrounding the

COMMENTARY The American grid is reaching a tipping point. With electric vehicles (EVs) making up 5% of all new vehicle sales last year, there is an urgent need to prepare for the unprecedented strain that will be placed on the U.S. power grid as adoption continues to ramp up—and this is to say nothing of […]

Considering the unfathomable costs of unabated climate change, it stands to reason that even the most elementary investment thesis for the energy transition merits sincere consideration. And with the enormous sums of public and private capital committed these last few years toward the companies, technologies, and projects that promise to drive climate change mitigation and adaptation, it would appear […]

The solar power industry seems to be caught in the crosshairs of competing legislative agendas. The U.S. Inflation Reduction Act (IRA) created incentives to increase solar capacity via tax credits, but the Uyghur Forced Labor Prevention Act (UFLPA) limits the effectiveness of those credits by restricting the importation of any goods that were mined, produced, […]

A problematic hurdle imposed by the federal government has long plagued businesses looking to deploy their capital into the American economy: permitting. And while a deal last year between Democrats and Republicans to reform overly burdensome federal rules that delay the development of next generation infrastructure could not be reached, there is still hope on the horizon. The prospect […]

The Inflation Reduction Act of 2022 (IRA) includes the largest clean energy incentive effort in U.S. history. It builds on the energy initiatives included in 2009’s American Reinvestment Recovery Act

Companies involved in energy production continually look to maximize their investments, and today are tasked with navigating increasingly volatile energy markets. These companies must choose where and how to compete as the world transitions to a low-carbon future. Where are the best opportunities for investment? How important is seeking out positions that reduce exposure to […]

The recently passed Inflation Reduction Act (IRA) is the largest clean energy investment by the federal government in U.S. history. The passing of this $430 billion bill shows that the American government recognizes it is time for businesses to make crucial, sustainable changes in order to combat global warming. This historic bill further demonstrates that […]

Only about 1% of the 250 million cars, SUVs, and light-duty trucks on American roads are electric vehicles (EVs). But that’s about to change. While it’s difficult to estimate future sales, an analysis by IHS Markit projects that up to 30% of new car sales could be electric by 2030, rising to up to 45% […]

California in the not-so-distant past was a consistent top 10 state for nuclear power in terms of net generation. It was even known as “a pioneer in harnessing nuclear energy.” Today, though, the state has