118. Doubling Energy Efficiency - Feb24

For almost two decades, the environmental movement has repeatedly announced the demise of fossil fuels. The headlines have been dramatic, but the results have been less convincing. As COP31 is about to begin, the world remains remarkably indifferent — despite the climate crisis g ...  Show more

Founded in 1848, Lazard is one of the world’s most prestigious investment banks. But in energy, its influence goes well beyond Wall Street. For twenty years, Lazard’s Levelized Cost of Energy (LCOE) report has shaped how investors think about the economics of solar, wind, gas, co ...  Show more

The U.N. Climate Change Conference, COP28, delivered positive news around technology, clean energy and methane emissions. But investors should be wary about slower progress in other areas.

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

Themes ranging from decentralized energy to nuclear to solar have found fresh footing this year due to secular growth trends such as the acceleration of electrification needs. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst with Bloom ...  Show more

In the world of economics, it’s vital to understand energy. Energy is the economy. The economy and real estate are connected through multiple threads.

The ESG movement of environmental sustainability and governance has its heart in the right place. The problem is the so ...