The storylines of the energy transition in 2023

The storylines of the energy transition in 20...

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The missing capital for climate startups: more debt

Climate tech companies are often forced to rely on expensive equity to bridge the gap between government grant awards and the cash needed to get projects off the ground. But for founders building the physical infrastructure of the clean energy transition, dilutive capital isn't a ...  Show more

The ‘brutal reality’ of scaling low-carbon fertilizer

Nitrogen fertilizer is essential for global food security, yet its production is a hyper-centralized, fossil-fuel-intensive process that accounts for 5 to 7% of global greenhouse gas emissions. As geopolitical instability threatens traditional supply chains, the vulnerability of ...  Show more

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Capital Clash: Clean Energy vs Fossil Fuel Finance
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Global energy investment is entering a period of realignment. Tariffs, inflation and geopolitical tensions have disrupted financial models, while a backlash against ESG along with renewed fossil fuel demand, driven partly by AI’s power needs, are redirecting capital flows. At the ...  Show more

Powering Ahead: The Future of US Renewable Investment
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Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sources like artificial intelligence and data centers. Yet it’s not all smooth sailin ...  Show more

Navigating the path to a just energy transition
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Energy companies face a dual challenge – they must decarbonise whilst managing increased demand from emerging and developing economies. In this podcast, ACWA Power’s Marco Arcelli, Petronas’ Charlotte Wolff-Bye and Standard Chartered’s Wan Thonh Chow share insights into how th ...

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2023 was a tough year for clean energy investment. Will 2024 be better?
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There are no two ways around it: 2023 was a difficult year for low-carbon energy investment, and 2024 has so far carried on in very much the same vein.Rising interest rates, fears around future energy policy, cost inflation in some sectors, and perhaps a correction to some earlie ...  Show more