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. […]

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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. […]

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Linkedin: How UK Conservatives can win by leading the shift to clean energy and transportation

In 1911 Winston Churchill, the new First Lord of the Admiralty began to switch the Navy’s most powerful battleships from coal to oil power. He did so in the face of withering scepticism from the naval establishment. Just a few years before, Lord Selborne, one of his predecessors, had thundered that “the substitution of oil […]

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