Rob Majteles
@robmajteles.bsky.social
đ€ 388
đ„ 74
đ 3602
Impact Investor and Entrepreneur
https://www.linkedin.com/in/robmajteles/
Only 6% of CEOs and Boards view climate change as a significant issue their companies will face in 2026? Sadly, from where I sit, see, and work, that sounds about right: 94% of CEOs and Boards are not now up to the task of really leading their companies forward.
about 5 hours ago
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âBig batteries took a bite out of gas generators' evening peak party, then they ate the whole dinner: spectacular change in such a short period of timeâŠsignificant because so many forcecasts are on assumption that gas is essentialâŠâ
reneweconomy.com.au/big-batterie...
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Big batteries took a bite out of gas generators' evening peak party, then they ate the whole dinner
The growth of battery storage in evening peaks has been stunning, and in the last ew months has completely pushed out gas generators in the Sunshine state.
https://reneweconomy.com.au/big-batteries-took-a-bite-out-of-gas-generators-evening-peak-party-then-they-ate-the-whole-dinner/
about 5 hours ago
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I havenât been this happy about something like this since all of the dark chocolate is good for you stuff: âEngaging with arts and culture can slow biological aging as much as exercise, study suggestsâ
www.cnn.com/2026/05/14/h...
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Engaging with arts and culture can slow biological aging as much as exercise, study suggests | CNN
When it comes to slowing down our biological aging, engaging with arts and culture is as beneficial as physical activity, a new study suggests.
https://www.cnn.com/2026/05/14/health/arts-ageing-study-scli-intl-wellness
about 5 hours ago
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Faster better cheaper wins ⊠no matter how much bullsh*t is spun and whining is done to protect, coddle, and promote slower worse more expensive. âThe world is installing grid batteries at a blistering paceâ
www.canarymedia.com/articles/bat...
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The world is installing grid batteries at a blistering pace
A total of 112 gigawatts of batteries were deployed around the world in 2025 â 10 times the amount added just four years prior.
https://www.canarymedia.com/articles/batteries/world-installing-grid-batteries
about 18 hours ago
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In every impact focused meeting Iâm in, funds and companies, I end up brooding: what theory of change will work? The only one that works reliably comes from Francis of Assisi âStart by doing what's necessary; then do what's possible; and suddenly you are doing the impossible."
1 day ago
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3 types of impact companies/funds: I love working with all 3. How can I help you? (1) Not doing impact: Doesnât matter, impact is doing you (2) Doing impact risk analysis/ESG: Good, not enough (3) Driving, embedded, inseparable, societal and financial impact: Great, scaling?
1 day ago
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Being relationship oriented in an increasingly transactional business world is exhausting. Everyone says they want to build relationships, but to walk the talk requires investment and time~requirements that end up one sided and wearisome if you are working with the wrong people.
1 day ago
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The hard part of delivering better grid utilization is not the math or the tech to drive these savings. The hard part is utilities are religious fanatics about raising rates, itâs the only thing they have ever focused on doing.
t.co/iQqLnM7wm6?s...
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Better grid utilization could save customers $170B: Brattle report
However, the reportâs lead author said that âwe need regulatory models that reward utilities for pursuing this opportunity.â
https://t.co/iQqLnM7wm6?ssr=true
1 day ago
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If itâs to be baseload energy, it canât be stuck in the Strait of Hormuz, subject to the whims of an idiot President, or exist only in pretend land. âThe dawn of 24/7 solar power:Â Falling battery costs drive the economics of round-the-clock renewablesâ
www.ft.com/content/b5c5...
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The dawn of 24/7 solar power
Falling battery costs drive the economics of round-the-clock renewables
https://www.ft.com/content/b5c53f48-0f8c-4ef8-9152-53feffe60461?syn-25a6b1a6=1
1 day ago
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âOrganizations that integrate climate risk into valuation, governance, and capital allocation will be best positioned to protect asset value and meet rising stakeholder expectations.â
www.samcurated.com/p/5-climate-...
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5 Climate Risk Questions Every Built Environment Investor Should Be Asking
Perspectives paper by RZB Advisory and Alexandra Capital (2026) | Asset Management, Risk Mitigation, Valuation
https://www.samcurated.com/p/5-climate-risk-questions-every-built
1 day ago
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âNature outcomes do not need to become a massive commodity market to matter. They need to be credible, verified, and useful within real capital structures.â
impactentrepreneur.com/when-nature-...
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When Nature Outcomes Unlock Capital | Impact Entrepreneur
How verified outcomes can finance regenerative land use
https://impactentrepreneur.com/when-nature-outcomes-unlock-capital/
2 days ago
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Americaâs entire energy infrastructure, not only PJM, has become so mired in its inability and unwillingness to perform, seeming to prefer to fail, that theyâve destroyed the one asset every business needs to survive: trust.
t.co/39GWkFe8W6?s...
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PJM may be âtoo big to functionâ: FERC Chairman Swett
Each of the 13 states in PJM, and the District of Columbia, have âfundamentally different regulatory structures, resource portfolios and politics,â FERC Chairman Laura Swett said. FERC will host a con...
https://t.co/39GWkFe8W6?ssr=true
2 days ago
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Never have we seen an approach to a massively needed infrastructure buildout that is as blisteringly stupid, self-immolating, and unaware and uninformed as we are now seeing in AI. âIndustrial redlining: Data centers repeating historic pattern of harmâ
www.theinvadingsea.com/2026/05/12/r...
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Industrial redlining: Data centers repeating historic pattern of harm | The Invading Sea
Hyperscale and large-scale data center proposals are now active in at least eight Florida counties.
https://www.theinvadingsea.com/2026/05/12/redlining-data-centers-florida-sb-484-boxtown-colossus-energy-pollution-nondisclosure/
2 days ago
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âCompanies across sectors are missing one of the most effective tools available to manage climate risk. Not a new technology or a more sophisticated model, but something far more established: the conservation of intact natural systems.â
www.linkedin.com/pulse/climat...
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The Climate Risk Mitigation Tool Companies are Missing
Companies across sectors are missing one of the most effective tools available to manage climate risk. Not a new technology or a more sophisticated model, but something far more established: the conse...
https://www.linkedin.com/pulse/climate-risk-mitigation-tool-companies-missing-kristina-wyatt-seuae
2 days ago
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Quick update on an inspiring agroforestry event at the UN I got to participate in and help lead today: I am looking to scale my efforts as an impact investor and entrepreneur in any and all ways that I can â including hanging out with the great Apl.de.ap at the UN đ
3 days ago
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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. Itâs your choice.
assets.ctfassets.net/v7uy4j80khf8...
3 days ago
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Shameful. A bunch of cowards: âTech groups score win on clean energy rules for gas-powered data centresâ âIn a word, I was too cowardly to do what I knew to be right, as I had been too cowardly to avoid doing what I knew to be wrong.â~Charles Dickens, Great Expectations
www.ft.com/content/2ed9...
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Tech groups score win on clean energy rules for gas-powered data centres
Corporate climate watchdog drops stricter proposal on net zero claims after heavy lobbying
https://www.ft.com/content/2ed922bb-266f-45cc-8930-c4ab5422bf95?syn-25a6b1a6=1
3 days ago
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A haunting question âHow will you manage risk when the insurance market retreats?â One thing we know for sure: pretending climate change, and the financial damage it costs, are not real wonât work as a risk management strategy.
www.linkedin.com/pulse/how-yo...
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How will you manage risk when the insurance market retreats?
TL;DR: Global insurance losses from natural catastrophes are outstripping premium growths. This gap is growing rapidly, creating a structural problem across the entire insurance industry.
https://www.linkedin.com/pulse/how-you-manage-risk-when-insurance-market-retreats-timothy-higgins-ctjve
4 days ago
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âAmericaâs agricultural industry is systematically failing:Â a system no longer purpose-built for national or even international needs have become too costly to ignore.â
www.ft.com/content/a4e4...
4 days ago
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This is always a good trade â say less, do more. âThe State of the Sustainability Profession in 2026: Saying less but doing moreâ
trellis.net/report/state...
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The State of the Sustainability Profession in 2026
Most large businesses are advancing sustainability efforts in stormy times, while the pace of investment has slowed and priorities shifted.
https://trellis.net/report/state-of-the-sustainability-profession-2026/
4 days ago
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âFacts do not cease to exist because they are ignored.â â Aldous Huxley
www.linkedin.com/pulse/climat...
4 days ago
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Right now, the U.S. approach, if it even qualifies as an approach, to its massive, massive needs to upgrade its energy infrastructure is to somehow depend on the worst of all possible voices to deliver the worst of all possible worlds and outcomes. Why?
5 days ago
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Want more revenue, lower costs, happier customers and employees, and businesses that are more financially sustainable because they are more societally sustainable? Ignore idiots, ignore the noise. Do the work. Win. Repeat.
5 days ago
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Opponents of cellular agriculture like to use photoâs like this to âshockâ you, crying this âthingâ grows lab grown meat. And, yet, this is also the âthingâ that makes your beer and your weight loss drugs and ⊠Now, if you want a real shock, also show the âthingâ that makes factory meat now.
5 days ago
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We all pretend the oil & gas industry is a well-run and profitable industry. In reality, it is 100% dependent on subsidies~even without calculating its carbon dumping and supply chain war costs. Even its engineering practices are poorly managed and wasteful. We can do better.
5 days ago
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Embed, as inseparable, the financial and societal impacts that drive scalable outcomes that matter. Win. Repeat. SDG Impact Japan: â[ESG] is not passive compliance. This is transition arbitrage. This is where real institutional alpha lives.â
www.linkedin.com/posts/sasjab...
5 days ago
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Shareholders want higher investment returns. And, they know, even if the c-suites running their companies refuse to, that embedding, as inseparable, financial and societal impact is a great way to drive those returns.
trellis.net/article/shar...
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Shareholders remain convinced that ESG matters
Investors continue to see economic inequality and climate change as risks and link responsible investing to stronger returns.
https://trellis.net/article/shareholders-remain-convinced-that-esg-matters/
6 days ago
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Dump gas âSpain just became one of Europe's cheapest power markets. Here is how: Spain did not just add renewables on top of a fossil base. It substituted. The fossil curve has been falling, year after year, while the renewable curve has been climbing.â
janrosenow.substack.com/p/spain-just...
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Spain just became one of Europe's cheapest power markets. Here is how.
How wind and solar quietly pushed gas off the margin, and the wholesale price followed.
https://janrosenow.substack.com/p/spain-just-became-one-of-europes
6 days ago
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Their defense? This is how the industry works. Discuss. â[Iowaâs pension fund leaders] used misleading benchmarks and risk measures to make the fund appear to be performing better than it was.â
www.ft.com/content/ab28...
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Iowa pension chief resigns amid concerns about performance figures
Former risk officer alleges executives used misleading benchmarks and risk measures to improve results
https://www.ft.com/content/ab28b1fe-f213-4f20-830f-617359892ac3?desktop=true&segmentId=7c8f09b9-9b61-4fbb-9430-9208a9e233c8&syn-25a6b1a6=1#myft:notification:daily-email:content
6 days ago
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At this point, can you lead a company or an investment fund if you arenât impact-weighting all of your risk analysis and acting on that analysis? Short answer: No. Long answer: No.
add a skeleton here at some point
6 days ago
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I canât say the UN was ever on any of my vision boards đ. But, Iâm committed to scaling my impact investor and entrepreneur efforts. Omtse Ventures, why I will be at the UN, is turning agricultural land into climate infrastructure: itâs an honor to do anything they ask of me.
add a skeleton here at some point
6 days ago
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Next week at the UNâs Forum on Forests I am excited to have been asked to help lead this event: Agroforestry and the Economics of Forest Stewardship. Itâs an honor to participate in any and all efforts where I can try and scale my impact focused efforts in world class ways.
8 days ago
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âI was too cowardly to do what I knew to be right, as I had been too cowardly to avoid doing what I knew to be wrongâ~Charles Dickens âwhen banks commit to decarbonization targetsâŠthey do not change their fossil fuel lending practicesâ
t.co/mDsugCl18P?s...
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Net-Zero Heroes or Climate Cartels? Bank Climate Pledges and Fossil Fuel Lending
In response to public pressure, large banks have made a flurry of commitments to align their lending with net zero initiatives. Proponents of these initiatives
https://t.co/mDsugCl18P?ssr=true
8 days ago
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Whatâs holding up industrial electrification? Laziness, whiny excuse-making, and cowardice in the c-suite and from their investors: faster better cheaper exists now, today, for most industrial processes, just as it does everywhere else.
www.canarymedia.com/articles/cle...
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Industry can dodge fuel shocks by electrifying. Whatâs the holdup?
As the Iran war spikes fossil fuel prices, Oxford University experts demystify electric techâs vast potential to decarbonize industry â and how policy canâŠ
https://www.canarymedia.com/articles/clean-industry/industry-fuel-shocks-electrifying
8 days ago
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This is this eraâs version of round-tripping, always a gateway drug to even deeper accounting fraud. Discuss. âThe mysterious $53bn âother incomeâ boost to AI hyperscaler earningsâ Â
www.ft.com/content/be97...
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The mysterious $53bn âother incomeâ boost to AI hyperscaler earnings
Quantum entanglement
https://www.ft.com/content/be97df0a-76b1-4cb0-9ba4-d1117d8d1450
8 days ago
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Asking this question is like asking why Vladimir and Estragon go nowhere in Waiting for Godot despite spending the entire play telling each other they need to get going. âWe have Tech to Unlock Americaâs Transmission. Why arenât Utilities Using it?â
www.linkedin.com/pulse/we-hav...
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We have Tech to Unlock Americaâs Transmission. Why arenât Utilities Using it?
Vishal Kapadia, CEO of LineVision, joined Arnab Pal and me to discuss a key fix to America's power crisis that is ready to be deployed at scale. Dynamic Line Ratings (DLR) are proven and deployed glob...
https://www.linkedin.com/pulse/we-have-tech-unlock-americas-transmission-why-arent-utilities-shah-bsyre
8 days ago
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The ecosystem services driven by sustainable industrial and agricutural business models and practices are immense and are orders of magnitude more valuable than the outputs of extractive business models and practices.
8 days ago
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âThe challenge is not demonstrating that nature is valuable. It is establishing mechanisms through which that value is translated into enforceable payments.â
riskandresilienceledger.substack.com/p/nature-is-...
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Nature Is Not a Trillion-Dollar Asset Class â And Thatâs Not the Problem
The missing link between ecosystem value and capital
https://riskandresilienceledger.substack.com/p/nature-is-not-a-trillion-dollar-asset?utm_source=share&utm_medium=android&r=1yz1w&triedRedirect=true
8 days ago
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There is nothing but win/win that comes from making these investments. And, yet, we are choosing lose/lose. Why? âAdapting to Climate-Related Health Risks: The Economic Case for Climate Services for Health â âfrom US$3.60 to $68.40 per dollar investedâ
www.wri.org/research/ada...
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Adapting to Climate-Related Health Risks: The Economic Case for Climate Services for Health
As climate change takes a growing toll on health, this new WRI research addresses the fact that many countries are unprepared. Few governments and health agencies have analyzed the climate, environmen...
https://www.wri.org/research/adapting-to-climate-related-health-risks
9 days ago
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Externalities will be internalized. Impact weight all risk analysis. Or get crushed. âUnpriced carbon costs may represent a material risk to corporate earnings and valuations. Global corporate emissions place more than 20% of profit at risk.â
www.ecomap.org/research/ann...
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Announced Increases in Carbon Pricing and Their Implications for Corporate Valuations
Unpriced carbon costs may represent a material risk to corporate earnings and valuations. Global corporate emissions place more than 20% of profit at risk.
https://www.ecomap.org/research/announced-increases-in-carbon-pricing
9 days ago
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âIf states respond [to booming energy demand] as they have for decades â with massive capital plans designed to meet just 50 hours of peak load â customers will end up paying more to subsidize an underutilized grid.â
@jigarshahdc.bsky.social
t.co/WNBF9I3Atk?s...
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Americaâs load growth moment is a chance to scale distributed energy
The fastest approach to expand the grid is via the distribution system, using front-of-meter storage to precisely target substations and feeders that need relief, writes Jigar Shah of Deploy Action.
https://t.co/WNBF9I3Atk?ssr=true
9 days ago
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âMost biophysical systems do not generate cashflows. They reduce volatility, suppress tail risk, and stabilise productive systems that do generate cashflows:Â How does biophysical condition become a binding input in capital allocation decisions?â
www.linkedin.com/pulse/nature...
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Nature is not an asset class. It is a planning constraint.
For roughly fifteen years, a generation of practitioners has tried to solve the same problem: how to get finance to invest in nature. The effort has produced biodiversity credits, nature-based solutio...
https://www.linkedin.com/pulse/nature-asset-class-planning-constraint-sebastian-mynott-ruf7e
9 days ago
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âBlissful ignoranceâ: Milken elite bask in glow of roaring markets â âdoes anyone really care if the Strait of Hormuz is open?"
www.ft.com/content/383d...
9 days ago
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The only way to âunderstandâ AI token maxing is to reflect on Goodhartâs Law: "When a measure becomes a target, it ceases to be a good measure." The KPI Industrial Complex will kill us all. Focus on singular impact to drive the scalable outcomes that matter.
9 days ago
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This is an excellent conversation about a challenging set of topics: itâs expert and nuanced, and also an open dialogue that expresses strong points of view â a tough blend to get right: âDemand Destruction | OPEC drama kingsâ
podcasts.apple.com/us/podcast/t...
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02 | Demand Destruction | OPEC drama kings
Podcast Episode · The Polycrisis · May 6 · 40m
https://podcasts.apple.com/us/podcast/the-polycrisis/id1884213852?i=1000766405808
10 days ago
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âThe question for investors is not simply who emits the most, but who is most exposed if weakening demand meets rising carbon costs before business models have adjusted.â
www.sustainableviews.com/revolt-by-bp...
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Revolt by BP shareholders is really about financial risk
Henrik Sommerseth is co-founder of EcoMap Some investors are nervous about how weaker fossil fuel demand and rising carbon costs may affect cash flows, valuations and shareholder distributions
https://www.sustainableviews.com/revolt-by-bp-shareholders-is-really-about-financial-risk-447a073e/?accessToken=47bb43e6-0c7d-465b-bbdd-7b6727517be7&utm_campaign=gift-article
10 days ago
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Ignore the noise. Do the work. Win. Repeat. âSustainability is dead. Long live sustainability.â
www.linkedin.com/pulse/sustai...
10 days ago
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âHereâs the uncomfortable truth for fossil incumbents: wars donât just destroy demand , they destroy trust. And once capital starts questioning reliability, it rarely comes back on the same terms. Because trust shows up in numbers.â
www.linkedin.com/posts/sasjab...
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Investors pile into clean power as Iran war drives push for energy security | Sasja Beslik
Hereâs the uncomfortable truth for fossil incumbents: wars donât just destroy demand , they destroy trust. And once capital starts questioning reliability, it rarely comes back on the same terms. Bec...
https://www.linkedin.com/posts/sasjabeslik_investors-pile-into-clean-power-as-iran-war-activity-7457431007688974336-HN39
10 days ago
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âwhile soaring energy prices offered a âshort-term boostâ to fossil fuel company revenues, âin the long run, itâs going to create demand destructionââŠâit is making the case for renewables and electrification even stronger than beforeâ
www.ft.com/content/9921...
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Investors pile into clean power as Iran war drives push for energy security
Renewables funds attract biggest flows for 5 years, as focus shifts from climate change to geopolitical crisis
https://www.ft.com/content/9921f2b5-c910-4cec-a50f-cad453935a1a?syn-25a6b1a6=1
10 days ago
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Among the biggest ignored risks of the energy transition? Utility collapse and the costs of unwinding decades of coddling these awful monopolies. Among the biggest ignored opportunities? Badly needed creative destruction from utility collapse.
heatmap.news/energy/utili...
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Is This the End of the Utility As We Know It?
Pennsylvania Governor Josh Shapiro and Berkshire Hathaway CEO Greg Abel agree: The âregulatory compactâ is breaking down.
https://heatmap.news/energy/utilities-greg-abel-josh-shapiro
11 days ago
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