I’m really excited and honored to be doing this event with @nyusps.bsky.social and Vlerick: “…a workshop led by our Senior Nonresident Visiting Fellow Rob Majteles entitled Do It on Monday: Translating Geopolitical Risk into Actionable Impact Strategy.” www.linkedin.com/posts/robmaj... rjm

As climate challenges worsen, solutions get better — including, especially, solutions that are hiding in plain sight: “Many homes already have the power to electrify, study finds” www.canarymedia.com/articles/ele...

I keep thinking about this excellent essay from @roberthoglund.bsky.social: “Target fulfillment: The wrong measure of corporate climate ambition” trellis.net/article/why-...

Passover reflections: I feel orphaned as a proud Jewish person. Orphaned by maniacs who have brought us Netanyahu and his horrors. But, also orphaned, now and for decades, by those who know better, or should, comfortable with terrorists specifically committed to genocide of Jews.

Turn hyperscaler data centers into grid assets vs grid liabilities, in exchange for speed to power, and everyone wins. Refuse to do this, as we are currently, and everyone loses. We have choices to make, we don’t have to make them poorly. www.forbes.com/sites/mindyl...

“What if instead of building separate markets for each [ecosystem service nature provides], we make nature a competitive real estate investment by formally recognizing the value of the whole?” www.linkedin.com/pulse/nature...

“Nature Finance Grows Up: Nature finance is maturing into distinct, investable sub-asset classes. Climate finance followed the same path and now attracts nearly $1.5 trillion annually. The green economy already signals what is possible.” www.linkedin.com/pulse/nature...

The Trumpetista Cult and its slavish addiction to fossil fuels is killing America’s competitiveness. “Goldman Sachs estimates that the US economy will be *twice* more affected (negatively) than the Chinese economy by the oil supply shock“

To drive impact, you must be multilingual: “Sustainability teams need to speak the language of business” Embed within each other, as inseparable, the societal and financial impacts that define success. Drive action. Define align and execute. Win. Repeat. www.weforum.org/stories/2026...

Yesterday’s demonstration in NYC felt bigger, angrier, more diverse, and younger than the one a few months ago. Senator Cory Booker captured what it feels like at these protests now "This is not a left or right moment, it is about right and wrong…Where do you stand?" www.ft.com/content/0c21...

NYC representing No Kings

It’s not hard, most utilities just refuse to do it: “[VPPs] gives us new revenues, create savings, and really treat these distributed assets like power plants…on equal footing with other power purchasing options that exist in the market” www.quittingcarbonmedia.com/this-califor...

“Turning and turning in the widening gyre The falcon cannot hear the falconer; Things fall apart; the centre cannot hold; Mere anarchy is loosed upon the world, … The best lack all conviction, while the worst Are full of passionate intensity.” www.ft.com/content/e77d...

I saw Ran at ⁦‪MoMAFilm (amazingly, a masterpiece every day there). A moment, among many, that will stay with me forever: the old, brutal king finally finds wisdom~craving time with his son. And, that moment is lost. Hug your parents. Hug your kids. afistfuloffilm.movie.blog/2020/02/21/r...

The debate is over: sustainability drives financial performance. The only question now is who is leading companies and investment funds well and who is leading them poorly. www.weforum.org/stories/2026...

Have a plan. Work the plan. Track the data. Live the data. Repeat. “Inside Danone’s water stewardship strategy: Close to 72% of Danone’s sites now have a strategy in place, compared with 20% in 2020” trellis.net/article/dano...

‘You say potato, I say potahto…’ What Huw van Steenis calls ‘stale’ when discussing private credit, or equity, pricing, Clifford Asness has long called ‘volatility laundering’. Either way, the risk is, eventually, investors will call the whole thing off. www.ft.com/content/a833...

“Talking Climate Crisis Without Climate Solutions is Science Denial” www.theenergymix.com/talking-clim...

“Oil markets suffer from the same blind spot electricity markets once did: they rarely treat efficiency as a competing resource.” creatingclimatewealth.substack.com/p/how-china-...

We’ve finally begun to tackle the ‘primary energy fallacy’ that underlies the insane inefficiency of fossil fuels. It’s now time, past time, to tackle the ‘primary calorie fallacy’ that underlies the insane inefficiency of agricultural policy. drawdown.org/news/only-ha...

“Oil shock opens pension fund checkbooks for Europe’s climate – er, ‘energy security’ – fund managers” impactalpha.com/oil-shock-op...

Banker market fit? If you are building climate solutions, you must imagine them at scale — including how the project finance for it all becomes a core part of the ‘product’. “Make something bankers want” @peterolivier.bsky.social peterolivier.substack.com/p/make-somet...

Excellent thread

US’s economic exceptionalism was based on massive cost of capital advantages built on 250 year commitment to the idea of the rule of law, and the civil liberties underlying that commitment. Trump is destroying all of this. Investors must re-price. www.project-syndicate.org/commentary/t...

“A crisis is a terrible thing to waste” — Paul Romer This Energy Shock Demands a Green Industrial Strategy www.project-syndicate.org/commentary/i...

Excellent work from Norges Bank Investment Management: “Nature Expectations”. Natural capital represents tangible assets and liabilities for companies and directly impacts their p&l’s and valuations. Investors and companies need to act on these facts. www.nbim.no/en/responsib...

Do the math. Act on the math. Win. Ignore the noise. Repeat. “Why Nature-Based Investments Produce Results: lift a billion people out of poverty, create 80mm jobs, add $2.3T of growth to the global economy, and prevent $3.7T of climate change damages” cleantechnica.com/2026/03/25/w...

“Those who lack the courage will always find a philosophy to justify it”~Albert Camus The ever-changing tune of BlackRock’s Larry Fink: Chief executive’s annual letter is a study in Trump-era politically correct marketing www.ft.com/content/d8f3...

“Natural Capital Markets Don’t Enter Blank Landscapes: Before capital. Before measurement. [Impact] begins in the moment people start to believe the future being discussed includes them.” omtse.substack.com/p/natural-ca...

“When Shakespeare Took On Joe McCarthy” Shakespeare serves the current moment meaningfully too: Is this Richard III or Trump? Alas, I rather hate myself For hateful deeds committed by myself. I am a villain. www.nytimes.com/2026/03/24/b...

Impact weight all risk and cost of capital assumptions or get crushed by a world around you that is. “Physical climate risk and the pricing of bank loans: a higher climate vulnerability of a firm’s host country leads to higher costs of borrowing” www.sciencedirect.com/science/arti...

I love working with all 3 types of impact focused companies and funds: (1) Says not doing impact: Doesn’t matter, impact is doing you; (2) Doing impact risk analysis: Good, not enough; (3) Driving, embedded, inseparable, planetary and financial impact: Great, how to scale?

‘Water bankruptcy’ 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. blogs.edf.org/waterfront/2...

A haunting question from @ranaforoohar.bsky.social: “When does corruption have an impact on markets?”   www.ft.com/content/f2b5...

Climate and insurance: “We're not just ignoring the canary in the coalmine. We're building more coalmines around dying canaries.” www.forbes.com/sites/ninase...

If climate risk is disclosed but not acted upon, that’s not risk ‘analysis’, that’s just … bullsh*t — same is it is in any other area of analysis: it’s the actions taken that matters, not the blah blah. “Is disclosure replacing action on climate risk?” xdi.systems/news/is-disc...

Is this stupid or evil? Doesn’t matter: “Stupidity is the same as evil if you judge by the results.”~Margaret Atwood Trump Administration to Pay $1 Billion to Energy Giant to Cancel Wind Farms www.nytimes.com/2026/03/23/c...

“Private finance for nature reached over $102B in 2024, yet nearly $7T still flows annually into nature-negative activities. Global biodiversity finance needs to hit at least $700B per year…markets are nascent and unstandardized.” www.weforum.org/stories/2025...

Excellent conversation with @russellgold.bsky.social “How Energy Narratives Shape Capital” podcasts.apple.com/us/podcast/s...

“Stop treating ESG as a parallel reporting track and instead manage it as a finance and operating system: ESG will not be consistently priced until it is consistently treated as finance.” cmr.berkeley.edu/2026/03/make...

If you aren’t impact weighting your risk analysis and acting on that analysis, all you have are ‘blind spots’. Whining about the complexity of quantification and attribution is not the same as actually doing your job. Great tools exist. Do your job. www.spglobal.com/sustainable1...

Either hell is freezing over and pigs are flying or even Duke can do, or at least wants to start to do, the math: “Duke Energy agrees to explore a cleaner way to power data centers” www.canarymedia.com/articles/dat...

About that awful Spanish blackout, and the anti-renewables cultists immediately braying their chants then? Yeah, they were wrong. Dead wrong. And, still dead wrong. “Iberian blackout prompts calls for Europe-wide grid reforms” www.ft.com/content/bc3c...

Wildly inspiring from Google: “We reached a new milestone…to make data center energy use more flexible: We’ve now integrated a total of 1 gigawatt of demand response capacity into our long-term energy contracts with multiple utilities across the U.S.” blog.google/innovation-a...

‘Armageddon scenarios’ for fossil fuels are now structural, not episodic. As a result, you need to impact weight all risk analysis and act on that analysis — or, step aside for those better at your job than you are. www.ft.com/content/5b66...

The ‘some’ described here is anyone who is data driven and fact-based. If that’s not you, you, and those around you who coddle and enable you, need to ask why. “The Weather Is Getting Wilder, and Some See a Dire Signal in the Data” t.co/tcMpB8UKrv?s...

The question answers itself, with a resounding ‘no’: “Can we afford more global warming?” The real question, to me, is can we continue to coddle those who refuse to do the math and refuse to invest in the tremendous ROI from climate solutions? climatecafe.substack.com/p/can-we-aff...

This is a brilliant essay from @ganeumann.bsky.social: “Startup Punditry’s 25 Years of Failure”. I have thoughts. colossus.com/article/we-h...

The fossil fuel industry is the most bizarrely uneconomic industry ever seen: total dependence on massive daily subsidies, addicted to dumping insane costs of its carbon damage off its own balance sheets, and requires wars to maintain supply chains. We can do better. abcnews.com/Technology/g...

“Facts do not cease to exist because they are ignored.” ― Aldous Huxley