How We Think

Bitcoin reaching $100,000 per unit has me thinking: What is the value of computation? The answer is abstract.

The past decade has witnessed a rapid rise in corporate solar procurement, redefining the energy landscape.

Sustainable development requires efficient use of carbon fuels. Gas and coal remain significant resources within the US power industry.

For anyone tracking renewable energy deal flows, it’s clear that Power Purchase Agreements (PPA) have become essential in scaling up wind, solar, and other renewable projects.

Venture capital and infrastructure finance seldom have direct ties. Differences in expected returns, divergent investment timelines, and opposing capital structures often keep the two separate.

The Department of Energy (DOE) hydrogen hubs may shape the future of the U.S. hydrogen economy, each with different focuses. Some prioritize hydrogen production, while others invest more heavily in downstream activities like pipelines and storage infrastructure.

Anyone get a sinking feeling when applying market data averages to future clean energy investments?

Ever considered how maximizing your return on carbon reduction would impact your company's sustainability strategy?

Wherever you fall on the topic, often affordability is a crucial consideration when first time connections are made for electricity service.

Who will lead tomorrow’s energy innovation? Looking at the last 20 years of data of public investments in energy research, development, and demonstration provides interesting trends.

How many ways can you sell an electron? Generating revenues outside energy sales are now commonplace for power projects with renewable energy / carbon credits, capacity charges, ancillary services, industrial gas (incl. CO2 capture) production or capture.

To reach netzero, IEA projects 7,800 GW of wind by 2050 – a nearly 10x increase over current deployed capacity. But are costs well understood, particularly for less tapped resources such as offshore wind?

I was market sizing the depth of capital needed for climate finance into 2050, and was not finding satisfying consensus.

Successful financing of a project is one where the incentives of all stakeholders coalesce in generating both services and returns that must last 10, 20, or even 30+ years.