ChatGPT generated panoramic image of Two diverging roads: One road lush with greenery, clean air, and renewable energy sources like wind turbines, while the other is cracked, barren, with smoke plumes rising from fossil fuel plants.
You’d think that hedge funds would be bearish on oil stocks, right? Actually, that’s no longer the case. Instead, more hedge funds are shifting from oil shorts to renewables. Solar in particular is a favorite target of asset managers. This change of approach indicates a real reversal of energy strategies … [continued]
Slide from Michael Barnard's presentation to global institutional investors through Jefferies investment bank
Recently, I stood — virtually — before an audience of global institutional investors, invited by Jefferies investment bank to speak alongside six other experts on the deepening geopolitical tensions between the U.S. and China and their implications. Amid this intense discussion, one of the central themes was the rapid return … [continued]
ChatGPT generated panoramic image of a cross-sectional diagram-style panorama of a SAF value chain: from waste feedstock, through pre-treatment and refining, to fueling a commercial jet
I’ve been rebalancing my portfolio lately. It’s something I do every couple of years—trim what’s run ahead, add where conviction has deepened, and adjust based on what I now believe to be real, durable value. I’m not a trader. I buy and hold for years, sometimes decades, and while my … [continued]
A new $6 billion round of clean energy funding will benefit rural communities in about two dozen US states, unless the incoming Trump administration figures out a way to stop it.
With US energy policy in a state of flux, US clean energy investors are picking up their money and taking it overseas.
The US developer Hecate has 11 gigawatts of solar emergy and storage projects under its belt and 47 more gigawatts in its pipeline.
The US developer Hecate has 11 gigawatts of solar energy and storage projects under its belt and 47 more gigawatts in its pipeline.
The Canadian startup XlynX Materials aims to improve perovskite solar cells with a new advanced adhesive (photo courtesy of XlynX).
The Canadian startup XlynX aims to improve perovskite solar cells with a new advanced adhesive.
London-based fund manager Glennmont Partners announced Tuesday that it had successfully raised €850 million ($957 million) during its Third Fund investing in clean energy infrastructure projects in Europe, the largest amount that has ever been raised for a green energy only fund with a European mandate.
Investments in wind and solar will need to reach $13 trillion over 30 years so as to reduce CO2 emissions by 64% in 2050 compared to current levels, according to a new report published this week by Dutch bank ING.
Though global clean energy investment again exceeded $300 billion for the fifth year in a row in 2018, it was nevertheless down on 2017 figures to $332.1 billion, hovering around the same mark as 2016 which was also down on the year previous.
One of the most important figures used to understand the impact and health of the clean energy sector is the amount of money invested into new clean energy each year, but what do we do when figures don’t seem to match up?
