An extraordinary opportunity to turn data centers into grid assets vs liabilities, and thereby transform our entire energy infrastructure, is here now, today. An opportunity we are squandering, but I remain ever hopeful.
www.searchlightinstitute.org/research/sei...
Economists and the cost of climate change? Ostriches in the sand.
“Any fool can turn a blind eye but who knows what the ostrich sees in the sand”~Samuel Beckett
earth.org/have-economi...
Companies run tons of sustainability pilots, but do very little of the work to scale and deploy these? Why?
Study it all you want, but Elvis Presley presents the best answer: “A little less conversation, a little more action please”
trellis.net/article/why-...
This is the way the world needs, demands, companies and funds to work: “Why Suntory’s environmental chief also manages enterprise risk”
trellis.net/article/why-...
We’ve forfeited the right to ignore these options through decades of inaction and codddling of climate denialists. It’s time for a new generation to rethink…everything.
“A New Generation of Climate Scientists Warm Up to Solar Geoengineering”
insideclimatenews.org/news/0503202...
Ignoring the obvious boom in storage, climate denialists wrongly argue the volatility of renewables with the word ‘dunkelflaute’ when the real need is for a German word for…’fossil fuels don’t exist without wars and are always insanely volatile’
www.ft.com/content/001a...
3 types of impact focused companies and funds I love to work with:
(1) Says not doing impact: Doesn’t matter, impact is doing you;
(2) Says doing impact risk analysis: Good, not enough;
(3) Driving, embedded, inseparable, planetary and financial impact: Great, how to scale?
Why choose to ignore climate facts?
"Ignoring isn't the same as ignorance, you have to work at it”~Margaret Atwood, The Handmaid's Tale
Species Slowdown: Is Nature’s Ability to Self-Repair Stalling?
e360.yale.edu/features/eco...
just like much of … finance too …
07.03.2026 17:37 — 👍 1 🔁 0 💬 0 📌 0
From a twitter account whose name I can’t recall expertly summarizing this paper: “The entire testing system punishes honesty and rewards confident guessing.”
07.03.2026 17:29 — 👍 2 🔁 0 💬 1 📌 0
“Carbon accounting is shifting from a technical back-office exercise to a strategic market requirement—because products compete on attributes, and carbon intensity is fast becoming a decisive one.”
energy.spglobal.com/horizons-top...
This has been true and ignored for decades, but the bill for our inaction on climate is now due…forcing realizations like this: “Climate is no longer a standalone objective. It is interlinked with politics, security, resilience and competitiveness”
www.ft.com/content/a4d6...
In any functioning society, removing sanctions on a nation (like the U.S. is doing now on Russia for oil) which is helping to kill your troops would be immediately and simply deemed as treasonous and those responsible would be imprisoned.
What on earth is the U.S. becoming?
Want to be an entrepreneur? Prepared to be humbled, at every stage and every age, equally by people you know and trust and by those you do not. This will anger you, often with justification. But, no one but you will care. Deal with it all, or choose another path in life.
07.03.2026 11:20 — 👍 3 🔁 0 💬 2 📌 0
“…there are 3 ways to cut carbon emissions, and 2 have failed: international agreements and individual sacrifices. That leaves our last chance: cheap green tech that’s so efficient that everyone adopts it for selfish reasons. It’s finally here.”
www.ft.com/content/813b...
Funny: if people are now, finally, getting upset about fraudulent accounting in private markets used to mask leverage, just wait until they look, finally, at the fraudulent accounting used to sustain private valuations.
Ooops, did I just say that out loud? 😳
t.co/311Jjsyy4C
This wave of litigation is only just beginning. And, it will be successful: you cannot meet your fiduciary obligations as an investor of you are not impact weighting your risk assessments and portfolio management.
www.ft.com/content/9ac7...
Massive volumes of ‘legacy’ carbon credits are damaging carbon markets because they are awful instruments, designed to be awful. It’s more than a ‘quality’ problem.
Until, unless, this is fixed for real, legacy and now, carbon markets are of no value.
trellis.net/article/lega...
Denmark: Lessons From the World's Climate Action Leader
“[1970s oil crisis] forced Denmark to start developing a more efficient, diversified, and self-sufficient energy system”
t.co/sHKOmE9fca?s...
US’s economic exceptionalism was based on massive advantages from 250 years of commitment to rule of law ideals. Trump is destroying all of this. Investors must re-price.
“Trump’s Attack on Capitalism”
www.promarket.org/2026/03/04/t...
“How We Think About Energy Is Irrational. That's A Problem: Wasting Energy As A Business — & Political — Strategy”
cleantechnica.com/2026/03/03/h...
Follow the money.
“Voltus and Octopus Energy US partner on VPPs to support data center power demand: The clean energy transition is creating an urgent, multi-billion dollar opportunity for demand side flexibility”
t.co/zQWDPeL1mm?s...
Shocking. What craziness is next? Demanding utilities actually perform and earn their social license to operate as monopolies?
“Virginia to utilities: Do more with the existing power grid”
www.canarymedia.com/articles/tra...
We’ve seen America’s carmakers face this current ‘dilemma’ about survival before: they failed, catastrophically, in the 1970s and 80s when facing global competion and better cars, and seem determined to fail again now in exactly the same ways.
t.co/TiCZqPZE1Y?s...
Driving impact, true impact where financial and societal impact are embedded within each other, inseperable, demands leaders to be multilingual — who can speak the languages of impact in all of its dimensions.
energydigital.com/news/hilary-...
There is not one single dimension where renewable energy isn’t faster, better, cheaper than fossil fuels. Imagine a future where all this happens even faster, better, cheaper because it didn’t have to fight through climate denialism and massive fossil fuel subsidies and whining.
05.03.2026 10:22 — 👍 3 🔁 1 💬 0 📌 0
This is awesome for a great many reasons. Among them? Great things happen when you do the math. Do. The. Math.
“Galileo’s handwritten notes found in ancient astronomy text”
www.science.org/content/arti...
Brilliant conversation with Evan Greenfield of BCI about how exactly to use ESG to drive greater company performance and investor returns. BCI manages ~$300B and Evan leads their $25B private equity portfolio.
Do the actual work. Ignore the noise. Win.
podcasts.apple.com/us/podcast/f...
Internalize externalities before time, events, litigation, regulation, and competitors force you to do so. Impact accounting can get you there, now. Or, lose. Your choice.
trellis.net/article/ever...
😳
“Sequoia Capital's Roelof Botha last year argued that venture capital isn't an asset class.
Thank goodness. Because, as an asset class, venture capital has been a failure.”
— Axios Pro Rata
t.co/i6u3a0AUE3?s...
