BNEF: Two Business Cycles to Prepare for A Low-Carbon World

This week, as delegates from nearly 200 nations congregate in Katowice for COP24, the 24th annual UNFCCC conference on climate change, ‘tis the season to take stock of the state of climate politics around the world. Spoiler alert, it’s not a particularly jolly read.

BNEF: Planes, Trains and Automobiles – the Electric Remake

In my article this March entitled Beyond Three Thirds, The Road to Deep Decarbonization, I referred to the vast opportunities that beckon in clean energy and transportation beyond the core markets of wind, solar, batteries and electric vehicles. Today I want to take a deep dive into commercial transportation, aviation, shipping and trains.

UnHerd: Why Mariana Mazzucato is wrong about the ‘entrepreneurial state’

The world is facing a number of very grave threats – climate change, air and ocean pollution, organised crime, cyber-threats, antibiotic resistance, pandemics, cancer, dementia, road deaths, persistent poverty and so on – all of which demand some form of intervention and leadership by the state. What is at issue is the way in which the state should intervene.

BNEF: Beyond Three Thirds, The Road to Deep Decarbonization

In my BNEF Summit keynote in London last September, I talked about how far clean energy and transport had come over the last fifteen years. Where renewable energy used to be dismissed as “alternative”, I talked about the “new orthodoxy” of what I called the Three-Third World: by 2040 one third of global electricity will […]