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]
Not every company is eager to talk about ESG (Environmental, Social, and Governance) evaluations. In fact, in the auto industry, it seems more common to ignore them than highlight them. It’s hard to be doing well from an environmental perspective, a social perspective, and a governance perspective when you’re in … [continued]
This is an interesting piece of news. Electric vehicle producer XPENG shared this week that it has gotten a “AAA” designation for its environmental, social, and governance (ESG) policies. I’m not going to lie — it’s not something I ever thought about with the company. But I’m happily surprised to … [continued]
Microsoft and Pivot Energy have joined forces to pump up to 500 megawatts into the rapidly expanding community solar market.
First Solar is planning a thin film solar revolution in the US, and that is putting conservative politicians in red states on the spot.
The US truck maker PACCAR is among the firms pursuing the electric truck field, with support from a new LFP battery factory.
ESG or not, two entrepreneurs aim to make Tennessee a renewable energy powerhouse, with a proposed 5 gigawatt solar factory in the works.
Renewable energy makes strange bedfellows, as illustrated by the hookup between Texas, the proposed new TXSE exchange, and the ESG-friendly financial powerhouse BlackRock.
The Danish startup Cellugy has developoed a drop-in, bio-based replacement for petrochemicals., produced with an assist from super-bacteria.
Microsoft and Qcells bring a 12-gigawatt solar power deal to Georgia, where public officials have joined a campaign against…solar power.
