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.

Flex or we all lose. Sadly, insanely, tragically, we are choosing to lose right now: “The grid's choice is between large load flexibility versus defection” www.latitudemedia.com/news/the-gri...

“The energy transition is often described as an infrastructure challenge. [But] it’s something else: a decision-speed problem…the technologies needed…already exist. Capital is available. Forecasting tools are improving. Yet projects still move slowly.” www.latitudemedia.com/news/when-go...

This is a polite way of saying that finance, everywhere, is failing at its core job: “The 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.” www.houseofimpact.com/blog/nature-...

Tell me again how ‘expensive’ it is to make investments to prevent this from happening? And, those investments create great returns. Why do we refuse to act? “PwC modelling suggests that within 15 years, unchecked nature loss could erode 12–17% of GDP” www.pwc.com/gx/en/issues...

“Renewables just had their best year ever: 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.” @janrosenow.bsky.social janrosenow.substack.com/p/renewables...

Cool. But, can we make earth habitable first? “Once the realm of science fiction, the idea of making Mars habitable is gaining traction” www.nature.com/immersive/d4...

From the climate change obsessed whackos at…Carlyle: www.carlyle.com//global-insi...

Q: what are ecosystem services? “wetland 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.” blogs.edf.org/markets/2026...

‘Degrowth’ is as uninformed a social ‘policy’ as it is vicious and cruel. www.ft.com/content/5bc6...

Faster better cheaper wins, no matter how much bullsh*t from slower worse expensive it has to fight through to get there. “For years, heat pumps have outsold gas furnaces in the US~now the superefficient appliances are coming for conventional ACs, too” www.canarymedia.com/articles/hea...

“Why 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 the…range of outcomes” www.promarket.org/2026/06/24/w...

“climate risk erodes $388 billion in data center asset value [which] capital markets have been ignoring — 38% of the total. No current valuation framework captures this figure, and no disclosure regime requires it.” se.com/ww/en/insigh...

Brilliant report from Schneider Electric: “The Repricing of Compute” 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...

“The most consequential shift is about where adaptation intelligence now lives…embedding it [where] investors and lenders [work] — means physical risk gets priced into capital allocation at scale, not just disclosed in sustainability reports.” www.linkedin.com/posts/sameer...

I’m 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...

Do the work. Ignore the noise. Win. Repeat. “The Biggest Myth About Impact Investing? That It Can’t Deliver Competitive, Market-rate Financial Returns” impactevaluationlab.com/resources-bl...

“Decarbonization largely happens through electrification — 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.” — @janeaflegal.bsky.social

The solution? Ignore it. Right? “The flood insurance gap…is big and it’s not getting better. And [will] worsen for property owners and state and local governments, thanks to increasing rainfall…storm[s]…cutbacks in federal aid, and aging levees”  www.insurancejournal.com/news/southea...

Do your job. “What Physical Climate Risk Research Tells Risk Managers: 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.” www.linkedin.com/pulse/30-day...

“Yes, this is climate change, said Friederike Otto, a professor at Imperial College London and a co-author of the study. “Yes, it’s us, no, it’s not El Nino, yes, we have the solutions, no, we’re not implementing them fast enough.” @akshatrathi.bsky.social www.bloomberg.com/news/article...

“Bullshit reigns.” ― Tom Wolfe, The Bonfire of the Vanities

If this is real, vs spin and PR only, it’s a terrifically inspiring move by GM — a company that hasn’t done terrifically inspiring, any kind of inspiring, in decades. “America's flagship automaker enters the home energy market” podcasts.apple.com/us/podcast/v...

Impact weight all risk analysis. Act on that analysis. Or, get crushed by everything you are ignoring. “The Economics of Biodiversity Loss: biodiversity loss increases spreads on credit default swaps more for countries with more depleted ecosystems” papers.ssrn.com/sol3/papers....

“Let’s just get on with it. Clean energy is cheaper than fossil. We know what to do. Let’s not spend another decade trying to build the perfect mousetrap to align the whole world economy with net zero.” @dfirgs.bsky.social trff.org/updates/rese...

“let the power plant come online before upgrades are constructed on the condition that turn[s] off during peaks [It won’t] contribute to…reliability [b/c not] available when system under stress. But it will produce electricity…which will lower costs.” worksinprogress.co/issue/why-am...

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. It’s only a very small, but powerful, grouping of the venal and the woefully uninformed who favor losing. Crush ‘em.

“[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.” www.linkedin.com/posts/pkrull...

“Climate resilience is not only a defensive agenda. It is becoming a test of management quality, operational discipline and strategic foresight.” www.linkedin.com/pulse/why-co...

“The 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.” neg8carbon.com/frontier-cdr...

“a particular kind of [climate] failure…defines [us]: we are extraordinarily willing to pay for catastrophe and almost pathologically unwilling to pay to prevent it.” www.linkedin.com/pulse/soil-d...

“Central 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 — and the category most ready for it.” www.linkedin.com/pulse/methan...

Externalities will be internalized and one of the main catalysts will be litigation, especially against banks who are financing green house gas emissions: “Who Pays for Climate Breakdown. Banks-Financed Emissions and the Road to Climate Accountability” www.lse.ac.uk/law/Assets/D...

“[Climate] resilience…wins are the disasters that never arrive…The blocker for resilience is rarely a shortage of capital. It's the architecture that decides where capital is allowed to go.”  www.linkedin.com/posts/ina-ho...

“While 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.” www.linkedin.com/pulse/esg-in...

No one cares, especially investors now, about anything. And, ESG has earned its failures. All that said, MSCI is right. “SpaceX handed lowest possible ESG rating by MSCI: This is very close to a governance horror story for public-market investors.” www.ft.com/content/a0dd...

“Delaying clean energy is what really makes power bills soar: What is making us poorer is not the move to clean energy – it is doing the transition slowly and badly.” reneweconomy.com.au/delaying-cle...

Follow the money: “Green Economy Hits $10 Trillion in Market Value” insideclimatenews.org/news/1906202...

As long as investors don’t care, it doesn’t matter. Right? “79% of Global Data Center Capacity Faces Elevated Climate Risk: climate…physical hazards [shape] operating costs, infrastructure reliability, financing conditions, and asset values” apnews.com/press-releas...

Good “How 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.” trellis.net/article/how-...

Move slow and overspend for things “Ultimately grid power, not jet engines, delivered the first gigawatt data center. In addition to being slower than expected, building power plants has been expensive.” newsletter.cleanview.co/p/openais-st...

This is a well done review of where these topics sit now and where they need to go next: “Nature Is Not an ESG Issue. It Is an Investment Issue.” www.ridge.global/en/insights/...

“Nature Is Not an ESG Issue. It Is an Investment Issue: investment case rests on observable cash flows — commodity revenues, ecosystem service markets, and the long-run appreciation of biological capital.” www.ridge.global/en/insights/...

Humans can be so inspiring, especially when we’re not doing the … non-inspiring …stuff we do. “Jacket harvests up to 30 ounces of drinkable water a day out of thin air” www.thebrighterside.news/post/jacket-...

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. It’s a great time to get impact right as an investor.

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 anyone’s view of the future. “Fitch Revises North American Utilities to Deteriorating” www.fitchratings.com/research/us-...

Faster better cheaper wins, no matter how much spin and bullsh*t slower worse more expensive tries to sell you. Follow the money. “Green Economy Tops $10 Trillion as Revenue Growth Accelerates” www.bloomberg.com/news/article...

“Why are pension funds investing in nature, but insurance companies largely aren't?…[investing in climate change mitigation and adaptation] reduce[s] future insurance claims, why isn't more insurance capital flowing into nature restoration?” www.linkedin.com/posts/mark-b...

“The 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.” www.theclimatebrink.com/p/the-mercha...

We use carbon accounting, borrowing from an old saying, the way a drunk uses a streetlight: more for support than illumination. “Are We Too Obsessed With Carbon Accounting?” @heatmap.news heatmap.news/sustainabili...