Sunday, May 11, 2025

A Minority of Sectors Account for the Majority of Emissions, and Transition Pathways Vary Widely

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https://www.calstrs.com/files/b7a0300ec/INV+2025-05+Item+03a+-+Bridgewater+Associates+Prensentation.pdf
Wednesday, May 7, 2025

Recent Launch of Several Dedicated Climate A&R Funds

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https://web-assets.bcg.com/63/1c/a0ddaf5e48148fc8e53f5a608338/the-private-equity-opportunity-in-climate-adaptation-and-resilience-may-2025.p...

momentum is building in the next wave of climate technologies

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https://www.mckinsey.com/~/media/mckinsey/business%20functions/sustainability/our%20insights/how%20incumbents%20can%20succeed%20in%20climate...
Saturday, May 3, 2025

U.S. 2024 Billion-dollar weather and climate disasters

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https://www.wtwco.com/-/media/wtw/insights/2025/05/insurance-marketplace-realities-2025-spring-update.pdf?modified=20250502070902
Wednesday, April 30, 2025

EV Growth Accelerating in Emerging Markets

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https://www.morganstanley.com/im/publication/insights/articles/article_evgrowthacceleratinginemergingmarkets_a4.pdf
Saturday, April 26, 2025

Cost by Energy Sector Estimate ($/Kilowatt hour)

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https://meketa.com/wp-content/uploads/2025/04/MEKETA_Infrastructure-Outlook.pdf

Understanding the Market & Recycling Trends in the LIB Industry

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https://www.aranca.com/assets/docs/Lithium_ion_Battery_Recycling_Opportunity_in_India.pdf
Thursday, April 24, 2025

BNEF Pioneers 2025

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https://assets.bbhub.io/professional/sites/24/Winners-profiles-2025.pdf

BNEF Pioneers 2025 winners

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https://assets.bbhub.io/professional/sites/24/Winners-profiles-2025.pdf

Perspectives on Climate Tech Innovation

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https://www.svb.com/globalassets/trendsandinsights/reports/future-of-climate/2025/svb-climate-tech-report-2025.pdf
Monday, April 21, 2025

The State of Energy Innovation

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https://iea.blob.core.windows.net/assets/26e9f71e-3a3f-4c82-802b-c2ed97aaae24/Thestateofenergyinnovation.pdf
Thursday, April 10, 2025

Current and potential 2030 energy savings in data centres from key technologies and approaches

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https://iea.blob.core.windows.net/assets/ed0483fd-aab4-4cf9-b25a-5aa362b56a2f/EnergyandAI.pdf
Wednesday, April 9, 2025

Markets Fund and Shape Storage Deployment (CAISO vs. ERCOT)

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https://cleanpower.org/wp-content/uploads/gateway/2025/04/Storage-Market-Reform-Roadmap-Analysis-4.6.25.pdf
Tuesday, April 1, 2025

Climate-driven investments, 2019-23, % share

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https://www.mckinsey.com/~/media/mckinsey/business%20functions/sustainability/our%20insights/how%20incumbents%20can%20succeed%20in%20climate...
Tuesday, March 18, 2025

The potential of a Jevons Paradox in AI and energy

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https://spaces.statista.com/a65dc708c30044ff9efd9a50c4267edc.pdf
Wednesday, March 12, 2025

Cumulative vehicle battery capacity by usage (TWh)

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https://evision.eurelectric.org/wp-content/uploads/2025/03/20250305-eMobility-Flexibility_eVision_Serge-Colle_EY.pdf
Tuesday, March 11, 2025

Significant Manufacturing Capacity in China

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https://www.apolloacademy.com/wp-content/uploads/2025/03/031125-Chart_v2.pdf
Sunday, March 9, 2025

BESS outperforms on data center BTM core needs compared to other technologies

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https://nac.naatbatt.org/wp-content/uploads/2025/02/E-5-Dexter-He-FOR-PUBLICATION.pdf
Saturday, March 8, 2025

What might it cost to completely decarbonize the grid using only solar, wind and batteries?

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https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/grid-optimization-results-amv.pdf

Incumbents And/Or Public Companies $1B Market Cap/Valuation)

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https://img.saurenergy.com/2025/03/volta-foundation-study_compressed_compressed.pdf
Tuesday, March 4, 2025

Heliocentrism: 15th Annual Energy Paper

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https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/heliocentrism-amv.pdf
Monday, March 3, 2025

Financing the energy transition: 2024 funding and financing

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https://heathcoteinvestment.com/wp-content/uploads/2025/03/Nuveen-Presentation.pdf
Sunday, March 2, 2025

Clean Tech Company Performance Statistics

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https://www.cambridgeassociates.com/wp-content/uploads/2025/02/Cambridge-Associates-Clean-Tech-Company-Performance-Statistics-2Q24.pdf
Wednesday, February 26, 2025

Share of Scope 3 emissions across sectors

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https://expomanufactura.com.mx/archivo/30/Miguel-Angel-Alcaraz.pdf
Sunday, February 9, 2025

Who Makes the Car - ICE vs EV component systems

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https://www.chicagofed.org/-/media/images/events/2025/ais/murphy-evs-damned-if-you-do-damned-if-you-dont.pdf?sc_lang=en

Water Stress

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https://ir.citi.com/gps/ftIuVtY2w1CV3Lomp_Ygw-10ZSGBKX8HVbVlY5kjFiHeA_9xuKAuga5Q4dNP_P0Jx1XYrZL6kcVEGLnLvPtL1t2FO54PzMluTZwvE-aQGWxoDOgWmThD...
Monday, February 3, 2025

Global energy transition investment exceeded $2 trillion for the first time

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https://assets.bbhub.io/professional/sites/24/951623_BNEF-Energy-Transition-Trends-2025-Abridged.pdf
Sunday, January 26, 2025

Relative tradeoffs of various technologies which can all provide capacity for new data center-driven power demand

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https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/five-drivers/FinalReport.pdf
Saturday, January 25, 2025

Despite Their Late Entry, Traditional ICE OEMs Are Now Charging Ahead With Ambitious Electrification Target

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https://www.bdo.in/getmedia/7b6a52cb-916e-4416-8207-9f8124e304e4/EV-Publication-Final-Report-1.pdf

Where are the innovation opportunities?

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https://www.greenfinanceinstitute.com/wp-content/uploads/2024/12/Dec24-what-next-for-financing-network-innovation.pdf
Friday, January 17, 2025

Movement of critical minerals around the world

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https://reports.weforum.org/docs/WEF_Powering_the_Future_2025.pdf
Saturday, January 4, 2025

The current state of emissions and climate technology investment

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https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/esg/cb-insights-innovation-economy-climate-tech-report-2024.pdf
Wednesday, December 25, 2024

Global resource production for key technologies is highly concentrated

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https://www.newyorklifeinvestments.com/assets/documents/perspectives/gms-macro-pulse.pdf
Sunday, December 22, 2024

Energy | Ultra-deep drilling

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https://www.cbinsights.com/reports/CB-Insights_Game-Changers-2025.pdf

Decarbonization Radar

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https://science.osti.gov/-/media/sbir/pdf/Commercialization-Resources/2024/Developing-Strategic-Cap-Table-Workshop-December-10-2024-FINAL-TO...
Thursday, December 19, 2024

Annual capital spending on physical assets expected to grow by 30-60% until 2040

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https://www.andi.com.co/Uploads/1.%20Global%20Perspective%20en%20formato%20solicitado%20v2_638654458566329958.pdf
Thursday, December 5, 2024

US data center energy demand: Need to add three NYCs to the power grid by 2030

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https://www.apolloacademy.com/wp-content/uploads/2024/12/120524_GlobalIndustrialRenaissance.pdf
Wednesday, December 4, 2024

Total global energy consumption: renewables vs all other sources

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https://assets.kpmg.com/content/dam/kpmg/kz/pdf/2024/12/Energy-transition-investment-outlook.pdf
Wednesday, November 27, 2024

GenAI Raises Power Problems

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https://www.semi.org/sites/semi.org/files/2024-11/05_Future%20of%20Energy%20Efficient%20Compute.pdf

CO₂ emissions: China trending higher. US and Europe trending lower.

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https://www.apolloacademy.com/wp-content/uploads/2024/11/11-27-chart-new.pdf
Thursday, November 21, 2024

Future Car Wars - EV penetration to ramp materially

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https://lsa.umich.edu/content/dam/econ-assets/Econdocs/RSQE%20PDFs/Murphy_Perspective_EV_Election.pdf
Friday, November 15, 2024

Renewables will be a victim of their own success and operate mostly during periods with low prices

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https://web-assets.bcg.com/8e/14/5ade799345629f5e43e1f94f6795/the-five-forces-transforming-power-markets-sept-2024-r.pdf

Hot topic in Hydrogen

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https://www.h2ub.com/wp-content/uploads/2024/11/H2UB-Market-Intelligence_2023-Q4_Excerpt.pdf
Thursday, November 14, 2024

United States has an abundance of "all of the above"

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https://www.dallasfed.org/-/media/documents/research/events/2024/24energy/24energy-birdsall.pdf

The Era of Flat Power Demand is Over

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https://www.dallasfed.org/-/media/documents/research/events/2024/24energy/24energy-gramlich.pdf

U.S. Energy Transition Investment 2004-2023

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https://www.dallasfed.org/-/media/documents/research/events/2024/24energy/24energy-lamotte.pdf
Sunday, November 10, 2024

Profit margins by clean energy sub-sector, first half year of 2023 and 2024

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https://iea.blob.core.windows.net/assets/66dacff6-7e07-421a-93fc-61ea225385bf/CleanEnergyMarketMonitorNovember2024.pdf
Saturday, November 2, 2024

Annual capital spending on physical assets expected to grow by 30-60% until 2040

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https://www.andi.com.co/Uploads/1.%20Global%20Perspective%20en%20formato%20solicitado%20v2_638654458566329958.pdf
Wednesday, October 30, 2024

Multi-day Storage is a low-cost energy reservoir for the electricity grid

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https://www.iso-ne.com/static-assets/documents/100016/2024-10-29_etwg_a06_iron-air_battery_technology_and_applications_overview_final.pdf
Sunday, October 27, 2024

Opportunity Blossoms: The Business of Curbing Nature Loss

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https://assets.bbhub.io/professional/sites/24/Nature-Opportunities-2024.pdf