Sustainability
AI and Green Innovation: What Investors Should Watch
Can Human–AI Collaboration Improve Green Innovation? A company can announce more environmental projects, file more green patents, and publish a longer sustainability report without necessarily developing better technology. For investors, that creates a difficult distinction: is the business building something…
The Hidden Economics Behind Supply Chain Greenwashing
Why Supply Chain Climate Pledges Often Fail to Cut Emissions Corporate climate plans increasingly reach far beyond factories, offices, and vehicle fleets owned by the company making the pledge. For many large businesses, most emissions sit inside the supply chain,…
Why Distributed Energy Is Forcing the Grid to Evolve
Solar panels, batteries, electric vehicles, and microgrids are changing electricity from a one-way delivery business into a real-time coordination problem. The companies that solve that problem may become some of the energy transition’s most important infrastructure providers. The clean-energy transition…
Retired EV Batteries to Power the Next Microgrid Boom?
An electric vehicle battery does not become useless when it can no longer deliver the range and power expected by a driver. In many cases, it still retains enough capacity for a less demanding job, including storing solar energy, reducing…
Tax Transparency Only Works When Companies Show the Numbers
Corporate sustainability reports have become longer, more detailed, and more common. Yet the volume of information a company publishes does not necessarily tell investors whether its behaviour has changed. A new study examining tax disclosures by major European companies illustrates…
Renewable Energy Growth Depends on More Than GDP
The global energy transition is frequently framed as a question of money. Wealthier economies can theoretically afford more wind farms, solar facilities, transmission lines, and energy-storage systems. Yet economic capacity alone does not explain why renewable energy expands rapidly in…
Space Solar Could Cut Grid Battery Needs by 42%
Solar panels are becoming cheaper, batteries are improving, and renewable generation continues to expand. Yet decarbonizing the electrical grid becomes more difficult as the share of wind and solar rises. Generating inexpensive electricity when the weather cooperates is no longer…
Why ESG Education Could Change Retail Fund Flows
Retail investors often say they want their money to reflect their environmental and social priorities. Yet sustainable funds still represent only a limited portion of many personal portfolios. This gap is frequently treated as evidence that investors do not care…
Can Bitcoin Mining Make Renewable Energy More Profitable?
Bitcoin’s proof-of-work (PoW) security model requires massive energy use, as miners compete computationally to validate blocks, a competition that has now reached an industrial scale. Electricity alone represents over 80% of miners’ cash-based operating expenses. While hardware has become more…
Can Green Bonds Actually Accelerate the Energy Transition?
Investors have been eager to purchase so-called “green bonds” or debt used to finance green projects like renewable energy generation, carbon emissions reduction, carbon capture technology, recycling, electrification, etc. Unfortunately, this has also led to “greenwashing”, where green financing is…
Jonathan Schramm
Solar-Powered Polymer Tech Halves Desalination Costs
A lot of the modern world is dependent on often forgotten infrastructure like roads, harbors, electric lines, etc. Another critical infrastructure is water, from collection to wastewater purification and treatment. Access to clean water is not just important for everyday…
Jonathan Schramm
How Water From Air Could Reshape Water Security
Infrastructure for utilities like power and energy in general is progressively moving from a centralized model (one large power plant, tens of thousands of customers) to a decentralized one, where technologies like photovoltaics and small wind turbines help small producers…
Jonathan Schramm
How FinTech Is Building the Infrastructure for Sustainable Finance
In a single planet with finite resources, the sustainable development of our industrial civilization is a pressing concern. This is, of course, a technological challenge, requiring clean energy sources and improved reuse of resources such as metals, biomaterials, and other…
Jonathan Schramm
Can Better Heat Recovery Make Geothermal Plants More Profitable?
Geothermal power can deliver firm electricity around the clock, a quality becoming more valuable as grids add wind, solar, and data-center load. Yet a dependable resource is not automatically a high-return asset. Project economics depend on how much useful energy…
CATL Has Unveiled No Less Than Six Battery Innovations At Once
When it comes to battery technology, a lot of attention is going to EV manufacturers like BYD and Tesla , or radical innovations like solid-state batteries. And the reason is that these innovations are either directly applied to commercial vehicles…
Jonathan Schramm
