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.

“Big 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 time…significant because so many forcecasts are on assumption that gas is essential…” reneweconomy.com.au/big-batterie...

I haven’t been this happy about something like this since all of the dark chocolate is good for you stuff: “Engaging with arts and culture can slow biological aging as much as exercise, study suggests” www.cnn.com/2026/05/14/h...

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. “The world is installing grid batteries at a blistering pace” www.canarymedia.com/articles/bat...

In every impact focused meeting I’m 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 “Start by doing what's necessary; then do what's possible; and suddenly you are doing the impossible."

3 types of impact companies/funds: I love working with all 3. How can I help you? (1) Not doing impact: Doesn’t matter, impact is doing you (2) Doing impact risk analysis/ESG: Good, not enough (3) Driving, embedded, inseparable, societal and financial impact: Great, scaling?

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.

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, it’s the only thing they have ever focused on doing. t.co/iQqLnM7wm6?s...

If it’s to be baseload energy, it can’t be stuck in the Strait of Hormuz, subject to the whims of an idiot President, or exist only in pretend land. “The dawn of 24/7 solar power: Falling battery costs drive the economics of round-the-clock renewables” www.ft.com/content/b5c5...

“Organizations that integrate climate risk into valuation, governance, and capital allocation will be best positioned to protect asset value and meet rising stakeholder expectations.” www.samcurated.com/p/5-climate-...

“Nature outcomes do not need to become a massive commodity market to matter. They need to be credible, verified, and useful within real capital structures.” impactentrepreneur.com/when-nature-...

America’s entire energy infrastructure, not only PJM, has become so mired in its inability and unwillingness to perform, seeming to prefer to fail, that they’ve destroyed the one asset every business needs to survive: trust. t.co/39GWkFe8W6?s...

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. “Industrial redlining: Data centers repeating historic pattern of harm” www.theinvadingsea.com/2026/05/12/r...

“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 conservation of intact natural systems.” www.linkedin.com/pulse/climat...

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 — including hanging out with the great Apl.de.ap at the UN 😉

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. It’s your choice. assets.ctfassets.net/v7uy4j80khf8...

Shameful. A bunch of cowards: “Tech groups score win on clean energy rules for gas-powered data centres” “In 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.”~Charles Dickens, Great Expectations www.ft.com/content/2ed9...

A haunting question “How will you manage risk when the insurance market retreats?” One thing we know for sure: pretending climate change, and the financial damage it costs, are not real won’t work as a risk management strategy. www.linkedin.com/pulse/how-yo...

“America’s agricultural industry is systematically failing: a system no longer purpose-built for national or even international needs have become too costly to ignore.” www.ft.com/content/a4e4...

This is always a good trade — say less, do more. “The State of the Sustainability Profession in 2026: Saying less but doing more” trellis.net/report/state...

“Facts do not cease to exist because they are ignored.” ― Aldous Huxley www.linkedin.com/pulse/climat...

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?

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.

Opponents of cellular agriculture like to use photo’s like this to ‘shock’ you, crying this ‘thing’ grows lab grown meat. And, yet, this is also the ‘thing’ that makes your beer and your weight loss drugs and … Now, if you want a real shock, also show the ‘thing’ that makes factory meat now.

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.

Embed, as inseparable, the financial and societal impacts that drive scalable outcomes that matter. Win. Repeat. SDG Impact Japan: “[ESG] is not passive compliance. This is transition arbitrage. This is where real institutional alpha lives.” www.linkedin.com/posts/sasjab...

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...

Dump gas “Spain 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.” janrosenow.substack.com/p/spain-just...

Their defense? This is how the industry works. Discuss. “[Iowa’s pension fund leaders] used misleading benchmarks and risk measures to make the fund appear to be performing better than it was.” www.ft.com/content/ab28...

At this point, can you lead a company or an investment fund if you aren’t impact-weighting all of your risk analysis and acting on that analysis? Short answer: No. Long answer: No.

I can’t say the UN was ever on any of my vision boards 😉. But, I’m 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: it’s an honor to do anything they ask of me.

Next week at the UN’s Forum on Forests I am excited to have been asked to help lead this event: Agroforestry and the Economics of Forest Stewardship. It’s an honor to participate in any and all efforts where I can try and scale my impact focused efforts in world class ways.

“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”~Charles Dickens “when banks commit to decarbonization targets…they do not change their fossil fuel lending practices” t.co/mDsugCl18P?s...

What’s 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...

This is this era’s version of round-tripping, always a gateway drug to even deeper accounting fraud.  Discuss. “The mysterious $53bn ‘other income’ boost to AI hyperscaler earnings”   www.ft.com/content/be97...

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. “We have Tech to Unlock America’s Transmission. Why aren’t Utilities Using it?” www.linkedin.com/pulse/we-hav...

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.

“The challenge is not demonstrating that nature is valuable. It is establishing mechanisms through which that value is translated into enforceable payments.” riskandresilienceledger.substack.com/p/nature-is-...

There is nothing but win/win that comes from making these investments. And, yet, we are choosing lose/lose. Why? “Adapting to Climate-Related Health Risks: The Economic Case for Climate Services for Health — “from US$3.60 to $68.40 per dollar invested” www.wri.org/research/ada...

Externalities will be internalized. Impact weight all risk analysis. Or get crushed. “Unpriced carbon costs may represent a material risk to corporate earnings and valuations. Global corporate emissions place more than 20% of profit at risk.” www.ecomap.org/research/ann...

“If states respond [to booming energy demand] as they have for decades — with massive capital plans designed to meet just 50 hours of peak load — customers will end up paying more to subsidize an underutilized grid.” @jigarshahdc.bsky.social t.co/WNBF9I3Atk?s...

“Most biophysical systems do not generate cashflows. They reduce volatility, suppress tail risk, and stabilise productive systems that do generate cashflows: How does biophysical condition become a binding input in capital allocation decisions?” www.linkedin.com/pulse/nature...

‘Blissful ignorance’: Milken elite bask in glow of roaring markets — “does anyone really care if the Strait of Hormuz is open?" www.ft.com/content/383d...

The only way to ‘understand’ AI token maxing is to reflect on Goodhart’s 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.

This is an excellent conversation about a challenging set of topics: it’s expert and nuanced, and also an open dialogue that expresses strong points of view — a tough blend to get right: “Demand Destruction | OPEC drama kings” podcasts.apple.com/us/podcast/t...

“The 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.” www.sustainableviews.com/revolt-by-bp...

Ignore the noise. Do the work. Win. Repeat. “Sustainability is dead. Long live sustainability.” www.linkedin.com/pulse/sustai...

“Here’s the uncomfortable truth for fossil incumbents: wars don’t 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.” www.linkedin.com/posts/sasjab...

“while soaring energy prices offered a ‘short-term boost’ to fossil fuel company revenues, ‘in the long run, it’s going to create demand destruction’…‘it is making the case for renewables and electrification even stronger than before” www.ft.com/content/9921...

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...