We’ve come to a moment in time in which businesses and governments seem to be lying to themselves about sustainability. Information about the risks and opportunities arising from a company’s interactions with its stakeholders, society, the economy, and the natural environment is essential to economic and investment decisions — never … [continued]
Poland stands at a crossroads in its energy transition, with decisions today shaping its economy and security for decades to come. The government has committed to building 6 to 9 GW of nuclear power, beginning with three AP1000 reactors on the Baltic coast, but delays and financing uncertainty already suggest … [continued]
The US startup Boston Metal is bringing its new one-pot green steel process to the global industrial decarbonization movement, along with a process for recovering valuable metals from mining waste.
For most of the past half century, the H1-B visa program has been a conduit for global talent into the American economy. It has not been a minor contribution but a central driver of U.S. leadership in high technology. Scratch most successful firms of the last 50 years, and H1-B … [continued]
The whitepaper I’ve just published through TFIE Strategy, From Quay to Sea: A Port Decarbonization Roadmap is the product of a series of articles that gathered more attention than expected. Stakeholders across the maritime industry, from port operators to regulators to grid planners, asked for a single document that stitched … [continued]
The debate over whether hydrogen or batteries will dominate freight trucking has been settled by the market, not by opinion. The BloombergNEF 2025 Factbook on zero emission commercial vehicles released September 18th provides another clear set of signals that the argument for hydrogen in road freight is collapsing. Almost 90,000 … [continued]
The headline number is startling. The top 10% of American households now account for roughly half of all consumer spending, according to data reported by the Wall Street Journal and Bloomberg in 2025. That has never been true in the modern era. It creates a situation where the economic pulse … [continued]
NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced the completion of its US$1.16 billion offering (the “Equity Offering”) relating to a total of 209,090,918 Class A ordinary shares of the Company, … [continued]
Austria has quietly joined the list of countries that have stepped away from hydrogen as a transportation fuel. In April 2025 OMV, the Austrian oil and gas major that had operated all of the country’s public hydrogen refueling stations, announced that it would be shutting them down by September. There … [continued]
Canada’s forests are immense, covering nearly 350 million hectares and holding almost 9% of the world’s forested land. They are central to the country’s identity, economy, and climate profile. For decades, forestry has provided jobs and exports while maintaining relatively stable forest cover, but the climate and biodiversity math has … [continued]
