As sources of carbon-free electricity, wind and solar generation assets are critical to achieving long-term net-zero objectives. Conversion of “sunshine,” “wind” or other renewable resources via new technologies into electrons that compete and trade with … Read More
Do “paired” solar plants and batteries create economic value?
The answer to this question is – it depends and not always. This has implications for over 200 GW plus batteries and over 460 GW plus solar in interconnection queues (vs. 1117 GW in existing … Read More
Financial Innovation and Sustainable Infrastructure Investments – Do the Recommendations for California Apply also to Emerging Markets?
California has been a bellwether state with respect to its climate policies. Its action plan to fund the state’s infrastructure is bold and ambitious. And it holds important insights for other markets faced with the challenges … Read More
ESG and Financial Performance
In the context of our continuing applied research on the linkage between ESG standards and financial performance, the conclusions from a recent study by Axioma are noteworthy. Companies with top ESG scores in the developed markets … Read More
Why and How Investors Use ESG Information – An Interesting Research Perspective on Emerging ESG Investment Strategies
A recently published paper in the Financial Analyst Journal, “Why and How Investors Use ESG Information: Evidence from a Global Survey” concluded that the primary investor motivation in ESG is driven by financial reasons, and less … Read More