Strategic Insights

The Renewable Revolution Continues

By some measures, 2023 was a challenging year for clean energy. Interest rates rose, supply chains remained stressed, Western wind players struggled, interconnection queues grew, and clean energy stocks underperformed. Yet, the renewable revolution marched on. In 2023, the costs of clean technologies started falling again; the growth in clean…

Corporate Climate Action: Analyzing the Recent Surge of Climate Commitments

On the eve of the UN Climate Change Conference (COP28), the media buzz about corporate climate action is decidedly mixed. Optimism about the growing numbers of companies setting climate goals is tempered by disappointing news about the pace of many companies’ actions to achieve their goals. We are still creating…

Top View of Solar Panel Assembly Line with Robot Arms at Modern Bright Factory. Solar Panel Production Prodcess at Automated Facility

The Eight Deadly Sins of Analyzing the Energy Transition

The renewable revolution is advancing at remarkable speed. In fact, the speed of the renewable revolution has defied many leading energy commentators who have continuously underestimated its true trajectory. They have suffered from what statisticians call a systematic bias, that is, an error that…