Venture investors riff on headwinds, hype, an...

About 90% of global energy storage is pumped storage hydropower – which requires a mountain, a lake, and a whole lot of permitting. While lithium batteries have gotten drastically cheaper over the last decade, they’re still expensive for longer durations. But Cindy Taff and her t ...  Show more

In 2020, Microsoft announced a major goal: by 2050 the company aims to remove from the atmosphere all the carbon emissions it has produced since its founding in 1975. When Phil Goodman joined the company in 2022, he quickly found that the market for Carbon Dioxide Removal (CDR) w ...  Show more

Last year’s surge in oil prices brought record windfall profits for oil majors, and a boon for investors. But historic trends don’t favor fossil fuels. From 2010 to 2020, the oil & gas sector underperformed the broader S&P 500 index. The sector gained 6% over that period, while t ...  Show more

Elections, geopolitical risks and rate cuts are driving markets in the short term. But there are three trends that could provide long-term investment opportunities.

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Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head ...

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 s ...

World oil demand is slowing, non-OPEC supply remains strong and OPEC is likely to follow through on planned cuts. Here’s how investors can understand this precarious balance.

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Welcome to Thoughts on the Market. I'm Ma ...