Rob Majteles
@robmajteles.bsky.social
đ€ 391
đ„ 75
đ 3793
Impact Investor and Entrepreneur
https://www.linkedin.com/in/robmajteles/
Faster better cheaper wins ⊠no matter how much bullsh*t it has to fight through from slower worse expensive it has to fight through to get there.
about 8 hours ago
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Flex or we all lose. Sadly, insanely, tragically, we are choosing to lose right now: âThe grid's choice is between large load flexibility versus defectionâ
www.latitudemedia.com/news/the-gri...
about 17 hours ago
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âThe energy transition is often described as an infrastructure challenge. [But] itâs something else: a decision-speed problemâŠthe technologies neededâŠalready exist. Capital is available. Forecasting tools are improving. Yet projects still move slowly.â
www.latitudemedia.com/news/when-go...
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When governance canât keep up, energy consumers pay
How decision-speed failures in electricity markets transfer risk to the people least able to protect themselves.
https://www.latitudemedia.com/news/when-governance-cant-keep-up-energy-consumers-pay/
about 17 hours ago
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This is a polite way of saying that finance, everywhere, is failing at its core job: âThe challenge with nature risk is not whether it exists. The science is clear. The challenge is quantifying it in a way that fits into existing financial frameworks.â
www.houseofimpact.com/blog/nature-...
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PwC: Nature Loss Could Wipe Trillions from Portfolios | HOI
PwC warns nature loss could wipe out up to 18% of stock market value in 15 years. Find out what nature risk means for portfolios and organisational leadership.
https://www.houseofimpact.com/blog/nature-risk-financial-portfolios-pwc-organisations
1 day ago
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Tell me again how âexpensiveâ it is to make investments to prevent this from happening? And, those investments create great returns. Why do we refuse to act? âPwC modelling suggests that within 15 years, unchecked nature loss could erode 12â17% of GDPâ
www.pwc.com/gx/en/issues...
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https://www.pwc.com/gx/en/issues/how-we-fund-and-insure/nature-in-banking-2025.pdf
1 day ago
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âRenewables just had their best year ever:Â the next decade will not only be about increasing the share of renewables in the power sector but also about how to use more electricity instead of fossil fuels in the end-use sectors.â
@janrosenow.bsky.social
janrosenow.substack.com/p/renewables...
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Renewables just had their best year ever
2025 was a record year for clean power but still falling short of what is needed
https://janrosenow.substack.com/p/renewables-just-had-their-best-year
1 day ago
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Cool. But, can we make earth habitable first? âOnce the realm of science fiction, the idea of making Mars habitable is gaining tractionâ
www.nature.com/immersive/d4...
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Can you terraform Mars? Try Natureâs game
Once the realm of science fiction, the idea of making Mars habitable is gaining traction. Nature consulted with key scientists to develop this experimental adventure.
https://www.nature.com/immersive/d41586-026-01978-8/index.html
1 day ago
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From the climate change obsessed whackos atâŠCarlyle:
www.carlyle.com//global-insi...
2 days ago
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Q: what are ecosystem services? âwetland loss across the United States has increased residential flood insurance claim payments nationwide by an estimated $10.1 billion since 1985, equal to about 9.0% of insured riverine flood losses.â
blogs.edf.org/markets/2026...
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New research shows whatâs at stake when wetlands disappear - Market Forces
From a North Carolina field visit to a national map of flood patterns, new research shows wetlands reduce flood damages, and losing them has increased insured losses.
https://blogs.edf.org/markets/2026/06/01/new-research-shows-whats-at-stake-when-wetlands-disappear/
2 days ago
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âDegrowthâ is as uninformed a social âpolicyâ as it is vicious and cruel.
www.ft.com/content/5bc6...
3 days ago
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Faster better cheaper wins, no matter how much bullsh*t from slower worse expensive it has to fight through to get there. âFor years, heat pumps have outsold gas furnaces in the US~now the superefficient appliances are coming for conventional ACs, tooâ
www.canarymedia.com/articles/hea...
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Heat pumps may soon outsell air conditioners in US
For years, heat pumps have outsold gas furnaces in the U.S. â and now the superefficient appliances are coming for conventional ACs, too.
https://www.canarymedia.com/articles/heat-pumps/heat-pumps-air-conditioners
3 days ago
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âWhy Climate Uncertainty Is Not an Argument Against Capital Reallocation: rational response is not to sit on our hands and wait for better data. The rational response is to make decisions that perform acceptably across theâŠrange of outcomesâ
www.promarket.org/2026/06/24/w...
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Why Climate Uncertainty Is Not an Argument Against Capital Reallocation - ProMarket
Finbar Curtin and Matthew Burgessâ recent article analyzing the relationship between the climate and economy has been interpreted as a study proving that climate changeâs impact on economic growth is ...
http://www.promarket.org/2026/06/24/why-climate-uncertainty-is-not-an-argument-against-capital-reallocation/
3 days ago
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âclimate risk erodes $388 billion in data center asset value [which] capital markets have been ignoring â 38% of the total. No current valuation framework captures this figure, and no disclosure regime requires it.â
se.com/ww/en/insigh...
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The Repricing of Compute: The Economics of Climate Risk and Resilience for AI-Era Capital
Climate risk erodes 38% of global data center value. New research quantifies $388B in exposure and shows how proactive adaptation cuts risk by up to 39%.
https://se.com/ww/en/insights/sustainability/sustainability-research-institute/repricing-compute-economics-climate-risk-resilience-ai-era-capital/
4 days ago
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Brilliant report from Schneider Electric: âThe Repricing of Computeâ Impact weight all risk analysis. Act on that analysis. Or, get crushed by everything you are ignoring and by those doing your job better than you are.
se.com/ww/en/insigh...
4 days ago
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âThe most consequential shift is about where adaptation intelligence now livesâŠembedding it [where] investors and lenders [work] â means physical risk gets priced into capital allocation at scale, not just disclosed in sustainability reports.â
www.linkedin.com/posts/sameer...
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MSCI to acquire First Street to enhance physical climate risk capabilities for financial decision making | MSCI | Sameer Pethe
Three things worth unpacking in the MSCI/First Street acquisition for those of us working in climate adaptation. What's happened: MSCI (formerly Morgan Stanley Capital International) has acquired Fir...
https://www.linkedin.com/posts/sameerpethe_msci-to-acquire-first-street-to-enhance-physical-activity-7475844494634987521-Rd7h
5 days ago
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Iâm excited about the potential of AI to work brilliantly and meaningfully to help predict the awful impacts of climate change, to be added to the great work of scientists already being done. The weak link is us: will we act on these predictions?
www.ft.com/content/347a...
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How AI is transforming natural disaster prediction
Catastrophe scientists are pushing past the limits of physics-based models, improving how insurers calculate risk
https://www.ft.com/content/347a6679-8301-4f89-8b5a-dffc54c7ea27?desktop=true&segmentId=7c8f09b9-9b61-4fbb-9430-9208a9e233c8&syn-25a6b1a6=1#myft:notification:daily-email:content
5 days ago
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Do the work. Ignore the noise. Win. Repeat. âThe Biggest Myth About Impact Investing? That It Canât Deliver Competitive, Market-rate Financial Returnsâ
impactevaluationlab.com/resources-bl...
5 days ago
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âDecarbonization largely happens through electrification â of industry (data centers) and buildings (air conditioning/heat pumps). Witnessing our inability to figure out how to do this well (and the backlash *from climate advocates*) is really freaking me out.â â
@janeaflegal.bsky.social
5 days ago
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The solution? Ignore it. Right? âThe flood insurance gapâŠis big and itâs not getting better. And [will] worsen for property owners and state and local governments, thanks to increasing rainfallâŠstorm[s]âŠcutbacks in federal aid, and aging leveesâÂ
www.insurancejournal.com/news/southea...
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Flood Insurance Gap Will Squeeze Local Governments and Homeowners, Moody's Says
The flood insurance gap in the United States is big and it's not getting better. And the consequences of that gap are about to worsen for property owners
https://www.insurancejournal.com/news/southeast/2026/06/19/874457.htm
6 days ago
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Do your job. âWhat Physical Climate Risk Research Tells Risk Managers:Â Very few [who] actually price this risk read the research. There is a large distance between what we now know and the decisions made every day on capital, underwriting, and lending.â
www.linkedin.com/pulse/30-day...
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30 Days, 19 Papers: What Physical Climate Risk Research Tells Risk Managers
In April I set myself a challenge. One academic paper on physical climate risk every day.
https://www.linkedin.com/pulse/30-days-19-papers-what-physical-climate-risk-research-neri-phd-gidee
6 days ago
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âYes, this is climate change, said Friederike Otto, a professor at Imperial College London and a co-author of the study. âYes, itâs us, no, itâs not El Nino, yes, we have the solutions, no, weâre not implementing them fast enough.â
@akshatrathi.bsky.social
www.bloomberg.com/news/article...
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Europeâs Heat Wave Is the Worst on Record, Researchers Find
High night-time temperatures and humidity made Juneâs weather particularly dangerous, scientists said.
https://www.bloomberg.com/news/articles/2026-06-26/europe-s-heat-wave-is-the-worst-on-record-researchers-find
6 days ago
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âBullshit reigns.â â Tom Wolfe, The Bonfire of the Vanities
7 days ago
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If this is real, vs spin and PR only, itâs a terrifically inspiring move by GM â a company that hasnât done terrifically inspiring, any kind of inspiring, in decades. âAmerica's flagship automaker enters the home energy marketâ
podcasts.apple.com/us/podcast/v...
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America's flagship automaker enters the home energy market
Podcast Episode · Volts · June 19 · 56m
https://podcasts.apple.com/us/podcast/volts/id1548554104?i=1000773435618
7 days ago
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Impact weight all risk analysis. Act on that analysis. Or, get crushed by everything you are ignoring. âThe Economics of Biodiversity Loss:Â biodiversity loss increases spreads on credit default swaps more for countries with more depleted ecosystemsâ
papers.ssrn.com/sol3/papers....
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The Economics of Biodiversity Loss
We explore the economic effects of biodiversity loss by developing an ecologically-founded model that captures how different species interact to deliver the eco
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4894672
7 days ago
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âLetâs just get on with it. Clean energy is cheaper than fossil. We know what to do. Letâs not spend another decade trying to build the perfect mousetrap to align the whole world economy with net zero.â
@dfirgs.bsky.social
trff.org/updates/rese...
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Resetting the Climate Finance Playbook: A Conversation with Dan Firger - The Russell Family Foundation
As the founder of Great Circle Capital Advisors, Danâs work speaks directly to questions many foundations, family offices, and asset owners are wrestling with right now.
https://trff.org/updates/resetting-the-climate-finance-playbook-a-conversation-with-dan-firger/
7 days ago
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âlet the power plant come online before upgrades are constructed on the condition that turn[s] off during peaks [It wonât] contribute toâŠreliability [b/c not] available when system under stress. But it will produce electricityâŠwhich will lower costs.â
worksinprogress.co/issue/why-am...
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Why American data centers can't plug in
The AI buildout is bottlenecked by energy. But America has the electricity to power its data centers; the problem is getting it to them.
https://worksinprogress.co/issue/why-american-data-centers-cant-plug-in/
7 days ago
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Turn data center, all big industrial and residential, electrification needs into grid assets vs liabililities, we all win. Refuse to do this, we all lose. Itâs only a very small, but powerful, grouping of the venal and the woefully uninformed who favor losing. Crush âem.
7 days ago
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â[ESG] is a risk lens. [Sustainable investing] is where the opportunity lives. Confuse the two, and you'll read the wrong headline and reach the wrong conclusion. The narrative left. The capital didn't.â
www.linkedin.com/posts/pkrull...
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#sustainableinvesting #esg #fundflows #energytransition | Peter Krull, CSRICÂź
"Sustainable investing is dead." You've seen the headline. Here's what it misses. This spring, two analyses of the exact same dataset â monthly fund-flow data from the Investment Company Institute â ...
https://www.linkedin.com/posts/pkrull_sustainableinvesting-esg-fundflows-activity-7475171193470398465-fT4b
7 days ago
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âClimate resilience is not only a defensive agenda. It is becoming a test of management quality, operational discipline and strategic foresight.â
www.linkedin.com/pulse/why-co...
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Why companies can overlook climate resilience no longer
For many companies, the impacts of climate change have long been treated as a strategic risk to be confronted tomorrow. They are commonly seen as too abstract or too complex to grapple with today.
https://www.linkedin.com/pulse/why-companies-can-overlook-climate-resilience-longer-ian-simm-sszpe
7 days ago
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âThe announcement that Frontier has added $915 million in new commitments for carbon dioxide removal (CDR) is a sign that large technology buyers are starting to treat carbon removal as future infrastructure, not just a voluntary credit purchase.â
neg8carbon.com/frontier-cdr...
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What Frontierâs $915 Million Commitment to Carbon Removal Means for Direct Air Capture - NEG8 Carbon
Frontierâs $915m carbon removal pledge boosts DAC with long-term offtake demand, helping projects move from pilots to commercial COâ removal.
https://neg8carbon.com/frontier-cdr-commitments-dac/
9 days ago
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âa particular kind of [climate] failureâŠdefines [us]: we are extraordinarily willing to pay for catastrophe and almost pathologically unwilling to pay to prevent it.â
www.linkedin.com/pulse/soil-d...
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The Soil Is Dying and the Forest Is on Fire. The Same Check Can Fix Both.
California's most productive farmland is losing the fertility that the whole rural economy is built on. Up in the mountains, the fuel for the next Paradise is piling up because nobody will pay to remo...
https://www.linkedin.com/pulse/soil-dying-forest-fire-same-check-can-fix-both-michael-keller-hlfac/
9 days ago
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âCentral banks are [removing bonds issued by coal mining companies from collateral frameworks]. [But] a green bond standard for coal mine methane abatement is the architecture not yet built â and the category most ready for it.â
www.linkedin.com/pulse/methan...
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The Methane Bond That Is Not Yet Written
Central banks are tightening on coal corporate bonds. The methane those mines release continues to vent.
https://www.linkedin.com/pulse/methane-bond-yet-written-kaj-embr%C3%A9n-5mlze
10 days ago
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Externalities will be internalized and one of the main catalysts will be litigation, especially against banks who are financing green house gas emissions: âWho Pays for Climate Breakdown. Banks-Financed Emissions and the Road to Climate Accountabilityâ
www.lse.ac.uk/law/Assets/D...
10 days ago
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â[Climate] resilienceâŠwins are the disasters that never arriveâŠThe blocker for resilience is rarely a shortage of capital. It's the architecture that decides where capital is allowed to go.âÂ
www.linkedin.com/posts/ina-ho...
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Climate Bonds at London Climate Action Week 2026 | Ina Hoxha (Zaloshnja)
đ Some climate finance you can photograph. A solar farm. A restored mangrove. A school that stayed dry through the flood. Resilience rarely gives you that shot. Its wins are the disasters that never ...
https://www.linkedin.com/posts/ina-hoxha-zaloshnja-5423991b_climate-bonds-at-london-climate-action-week-activity-7474438485794328576-4w0d
10 days ago
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âWhile politicians weaponize ESG and media amplifies controversy, institutional investors managing pensions, insurance, and sovereign wealth quietly allocate trillions based on one simple principle: Climate risk is financial risk.â
www.linkedin.com/pulse/esg-in...
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IS ESG INVESTING DEAD? THE $34 TRILLION QUESTION
"A lie can travel halfway around the world while the truth is still putting on its shoes." â Mark Twain The headlines have been relentless: "ESG is dead.
https://www.linkedin.com/pulse/esg-investing-dead-34-trillion-question-sasja-beslik-2kmxf
10 days ago
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No one cares, especially investors now, about anything. And, ESG has earned its failures. All that said, MSCI is right. âSpaceX handed lowest possible ESG rating by MSCI: This is very close to a governance horror story for public-market investors.â
www.ft.com/content/a0dd...
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SpaceX handed lowest possible ESG rating by MSCI
Triple C score puts Elon Muskâs company on par with Russia after 2022 invasion of Ukraine
https://www.ft.com/content/a0dd4ea7-ef3d-4460-a96c-8c6975a053e3?syn-25a6b1a6=1
11 days ago
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âDelaying clean energy is what really makes power bills soar:Â What is making us poorer is not the move to clean energy â it is doing the transition slowly and badly.â
reneweconomy.com.au/delaying-cle...
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Delaying clean energy is what really makes power bills soar
What is making us poorer is not the move to clean energy â it is doing the transition slowly and badly.
https://reneweconomy.com.au/delaying-clean-energy-is-what-really-makes-power-bills-soar/
12 days ago
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Follow the money: âGreen Economy Hits $10 Trillion in Market Valueâ
insideclimatenews.org/news/1906202...
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Green Economy Hits $10 Trillion in Market Value - Inside Climate News
If the green economyâdefined as the group of companies heavily involved in environmental businessâwere its own industry, it would be the third-largest in the world.
https://insideclimatenews.org/news/19062026/green-economy-hits-10-trillion-in-market-value/
12 days ago
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As long as investors donât care, it doesnât matter. Right? â79% of Global Data Center Capacity Faces Elevated Climate Risk: climateâŠphysical hazards [shape] operating costs, infrastructure reliability, financing conditions, and asset valuesâ
apnews.com/press-releas...
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79% of Global Data Center Capacity Faces Elevated Climate Risk
New research from First Street finds the world's largest and fastest-growing data center markets are concentrated in locations exposed to flooding, extreme heat, wildfire, wind and drought risk.
https://apnews.com/press-release/pr-newswire/press-release-a4790d69493f5cede4423305b2c30897
12 days ago
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Good âHow sustainability is being reshaped in 2026: the work is intensifying, even if the communications around it are not. [Companies] are zeroing in less on what they intend to do and more on how, specifically, to do it.â
trellis.net/article/how-...
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How sustainability is being reshaped in 2026
Companies are quietly but meaningfully innovating operations and infrastructure to deliver environmental â and financial â results.
https://trellis.net/article/how-sustainability-is-being-reshaped-in-2026/
12 days ago
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Move slow and overspend for things âUltimately grid power, not jet engines, delivered the first gigawatt data center. In addition to being slower than expected, building power plants has been expensive.â
newsletter.cleanview.co/p/openais-st...
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OpenAI's Stargate Data Centers Are Taking Longer and Costing More Than Its Competitors'
The creator of ChatGPT is building its own power plants in hopes that it can build giga-scale data centers faster than anyone else. But it's running into unexpected challenges.
https://newsletter.cleanview.co/p/openais-stargate-data-centers-are
12 days ago
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This is a well done review of where these topics sit now and where they need to go next: âNature Is Not an ESG Issue. It Is an Investment Issue.â
www.ridge.global/en/insights/...
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Nature Is Not an ESG Issue. It Is an Investment Issue.
Most institutional portfolios already carry natural-resource exposure, but capture only one dimension of natural assets' value. A research note on why nature is increasingly a portfolio risk question ...
https://www.ridge.global/en/insights/nature-is-an-investment-issue
12 days ago
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âNature Is Not an ESG Issue. It Is an Investment Issue: investment case rests on observable cash flows â commodity revenues, ecosystem service markets, and the long-run appreciation of biological capital.â
www.ridge.global/en/insights/...
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Nature Is Not an ESG Issue. It Is an Investment Issue.
Most institutional portfolios already carry natural-resource exposure, but capture only one dimension of natural assets' value. A research note on why nature is increasingly a portfolio risk question ...
https://www.ridge.global/en/insights/nature-is-an-investment-issue
12 days ago
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Humans can be so inspiring, especially when weâre not doing the ⊠non-inspiring âŠstuff we do. âJacket harvests up to 30 ounces of drinkable water a day out of thin airâ
www.thebrighterside.news/post/jacket-...
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Jacket harvests up to 30 ounces of drinkable water a day out of thin air
New UT Austin textile jacket harvests drinkable water from air, producing up to 894 milliliters a day in field tests.
https://www.thebrighterside.news/post/jacket-harvests-up-to-30-ounces-of-drinkable-water-a-day-out-of-thin-air/
12 days ago
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ESG ETF failure is well-earned. At its best, ESG is good risk analysis~necessary, but not sufficient. Investing in companies who drive impact, where financial and societal impact are inseparable and embedded, wins. Itâs a great time to get impact right as an investor.
13 days ago
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Utility collapse is a wildly ignored risk. Nothing about the way utlities work, their business models, and their abuse of the trust placed in them serves anyoneâs view of the future. âFitch Revises North American Utilities to Deterioratingâ
www.fitchratings.com/research/us-...
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https://www.fitchratings.com/research/us-public-finance/fitch-ratings-revises-north-american-utilities-power-outlook-to-deteriorating-12-06-2026
13 days ago
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Faster better cheaper wins, no matter how much spin and bullsh*t slower worse more expensive tries to sell you. Follow the money. âGreen Economy Tops $10 Trillion as Revenue Growth Acceleratesâ
www.bloomberg.com/news/article...
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Green Economy Tops $10 Trillion as Revenue Growth Accelerates
The green economy â the business lines of global listed companies that generate revenue from climate solutions â now boasts a record high market value of $10 trillion.
https://www.bloomberg.com/news/articles/2026-06-17/green-economy-tops-10-trillion-as-revenue-growth-accelerates
13 days ago
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âWhy are pension funds investing in nature, but insurance companies largely aren't?âŠ[investing in climate change mitigation and adaptation] reduce[s] future insurance claims, why isn't more insurance capital flowing into nature restoration?â
www.linkedin.com/posts/mark-b...
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#naturalcapital #insurance #pensions #naturefinance #infrastructure #climaterisk #biodiversity #floodrisk #esg #investing #naturepositive | Mark Bonner
Why are pension funds investing in nature, but insurance companies largely aren't? That may be one of the biggest untapped opportunities in natural capital. Consider this: A restored floodplain can...
https://www.linkedin.com/posts/mark-bonner-2a4a312_naturalcapital-insurance-pensions-activity-7472882385689411584-QZU1
13 days ago
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âThe goal is to create the impression that attribution science is too uncertain, too political, or too conflicted to be useful...The strategy is not based on actual science or evidence of misconduct, but on the generation of doubt.â
www.theclimatebrink.com/p/the-mercha...
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The Merchants of Doubt are coming for Extreme Event Attribution science
Doubt is still their product
https://www.theclimatebrink.com/p/the-merchants-of-doubt-are-coming
14 days ago
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We use carbon accounting, borrowing from an old saying, the way a drunk uses a streetlight: more for support than illumination. âAre We Too Obsessed With Carbon Accounting?â
@heatmap.news
heatmap.news/sustainabili...
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Are We Too Obsessed With Carbon Accounting?
A new Searchlight Institute report joins a growing chorus arguing that corporate climate targets do more harm than good.
https://heatmap.news/sustainability/net-zero-backlash
14 days ago
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