We get to choose: faster better cheaper or slower worse expensive? “meeting the expected growth in the U.S. with a fossil fuel[s] will add $29.7B annually to customer bills…clean energy scenario reduces costs to meet load growth by $5.1B annually” pv-magazine-usa.com/2026/08/03/c...

The future is here, a better future, we just keep on fighting it and refusing it. “A small Florida town was hit by hurricanes Ian, Helene, and Milton, yet it never even lost Wi-Fi thanks to 687,000 solar panels, a giant battery, …” www.ecoportal.net/en/florida-t...

A small Florida town was hit by hurricanes Ian, Helene, and Milton, yet it never even lost Wi-Fi thanks to 687,000 solar panels, a giant battery, and power cables buried underground

Three major hurricanes slammed this community, but one unexpected decision kept residents online and connected when surrounding areas went dark for days.

ecoportal.net

“Opposing data centres isn’t progressive” www.arguably.uk/p/opposing-d...

Opposing data centres isn’t progressive

The fears around them are overblown, while the benefits are substantial

arguably.uk

Faster better cheaper wins now matter how much fossil fuel bullsh*t it has to fight through to get there: “Batteries are getting cheaper while gas gets pricier” theconversation.com/batteries-ar...

Batteries are getting cheaper while gas gets pricier. Here’s why

The battery boom is accelerating Australia’s shift away from gas.

theconversation.com

In the world as it is, not as we pretend it to be, is nuclear really firm baseload power? Will the relentless industrial logic of storage + renewables get there faster better cheaper? “40% of SE European nuclear capacity offline amid drought” montelnews.com/news/c65ea15...

40% of SE European nuclear capacity offline amid drought

About 40% (2.44 GW) of southeast Europe’s nuclear capacity is offline as Danube drought forces Paks, Cernavoda reductions; governments urge savings amid heatwave.

montelnews.com

“Climate Change Is a Core Banking Risk: Having acknowledged that climate change undeniably impacts long-term financial stability, regulators requiring banks to prove that climate-risk [are] consistent determinants of their lending and business decisions” internationalbanker.com/banking/in-2...

In 2026, Climate Change Is a Core Banking Risk

Incorporating climate risk into traditional prudential oversight signifies a significant transformation in global banking. Supervisors and regulators require banks to demonstrate how climate risks inf...

internationalbanker.com

‘if and when’ “Climate's Compounding Economic Toll Is Becoming Harder to Ignore: costs will grow and economies aren’t fully prepared. If and when investors look at the same information…asset prices will take a hit.” time.com/article/2026...

Climate's Compounding Economic Toll Is Becoming Harder to Ignore

From heat waves to wildfires, this summer makes clear that climate impacts are happening all at once.

time.com

“There are many ways of going forward, but only one way of standing still.” ― Franklin D. Roosevelt

Imagine where we’d be if we embraced the future instead of fighting it at every turn?

“The climate case has become an affordability case: For impact investors, the opportunity extends beyond financing climate solutions themselves to financing the infrastructure and industrial systems required to deploy them at scale.” impactalpha.com/the-climate-...

The climate case has become an affordability case

The climate investment case and the affordability case are converging. Impact investors who finance power infrastructure, grid modernization and domestic manufacturing can capture the defining capital...

impactalpha.com

It’s not really that hard to turn data centers into grid assets vs liabilities: trade speed to power for simple good grid conduct and we all win. Continue to refuse to do this, we all lose. t.co/TSJkaS6nby?s...

“Directors’ and Pension Trustees & Climate Threats: not all common resource pool problems end in tragedy…far from preventing action, fiduciaries' duties have evolved in ways that now prompt [fiduciaries to take action on climate threats]”  papers.ssrn.com/sol3/papers....

Why? Because consumers aren’t stupid and when allowed to have the actual freedom to choose, they choose faster better cheaper now matter how much slower worse more expensive is forced on them. “Why consumers are choosing solar over fossil fuels” www.pv-magazine.com/2026/07/29/w...

Why consumers are choosing solar over fossil fuels - pv magazine Global

People across the world have woken up to the fact that renewable energy is a source of local economic stability and energy security, particularly when it’s on their roofs, with a recent global survey ...

pv-magazine.com

How close are we to the “oh fuck” part of that timeline

James Murray@james-bg.bsky.social · 3d ago

In fairness it starts and closes by making clear that economic and food security is under grave threat. But then provides next to no insight about what we should do about it beyond worrying about the cost of decarbonisation and undertaking some ill defined form of adaptation.

The more these lawsuits advance and the more the oil industry ‘panics’, the more the rest of us win: externalities must be internalized, and climate lawsuits are forcing it to happen. “As climate lawsuits advance, the oil industry enters panic mode” grist.org/accountabili...

As climate lawsuits advance, the oil industry enters 'panic mode'

With a wrongful death suit among scores of cases creeping toward trial, oil executives might have to defend themselves to a jury soon.

grist.org

Everywhere you look, potential and massive value from the energy transition sits there … waiting for us to go grab it: “V2G could deliver 15 times more value than one-way managed EV charging” t.co/Y8F1vyE2is?s...

V2G could deliver 15 times more value than one-way managed EV charging: report

The U.S. fleet of bidirectional-capable electric vehicles is growing, and regulatory reforms could help utilities unlock $7 billion in potential value, according to an E3 analysis.

t.co

“Environmental factors account for as little as 5% of some companies’ ESG scores, new analysis as shown, raising questions over whether sustainable funds are delivering the environmental exposure investors expect.” future.portfolio-adviser.com/environmenta...

Environmental factors just 5% of ESG scores at quarter of FTSE 100 firms - PA Future

Environmental factors account for as little as 5% of some companies’ ESG scores, new analysis has shown

future.portfolio-adviser.com

Impact weight all risk analysis. Act on that analysis. Or, get crushed by everything you are ignoring and by those doing your job better than you are. It’s your choice. “The climate loss no insurer covered” www.linkedin.com/posts/pooja-...

Do the work. Ignore the noise. Win. Repeat. “California was mostly solar-powered in May — a global first” www.canarymedia.com/articles/sol...

California was mostly solar-powered in May — a global first

No major economy had previously received over half its electricity from solar across an entire month. Thank the mild, sunny spring weather, and batteries.

canarymedia.com

Internalize externalities: (1) stop whining it’s too ‘hard’ to price them, it’s no harder than anything else markets price now (2) stop pretending attribution is a changing the laws of physics exercise, it’s not — polluter pays, it’s that simple.  blogs.edf.org/markets/2026...

Setting a price on superpollutants: The economics behind cutting near-term climate pollution  - Market Forces

Climate economists are typically obsessed with modeling, pricing and reducing a specific molecule: carbon dioxide. Carbon dioxide pollution is the original villain that drives climate change and the e...

blogs.edf.org

Stop whining about compliance and do your job: drive value from it. “Financial institutions that build strategic transition plans can turn mandatory emissions-related compliance into a growth opportunity” www.mckinsey.com/industries/f...

Nature doesn’t care if you have your head up your ass as either a climate denialist or as a climate doomer, she’ll burn you to the ground either way. We can make better choices, we all must. “Wildfires are remaking the world” www.theclimatebrink.com/p/these-wild...

Wildfires are remaking the world

With great sorrow, we watch as the Earth is rebuilt into a different, warmer planet.

theclimatebrink.com

Whatever you think of AI, and I am optimistic and excited about it long term, the money and finance end of things is insane. We’ve reached the Salvador Dalí point in financial markets: “What is important is to spread confusion, not eliminate it.” www.ft.com/content/3371...

With apologies to John Maynard Keynes: Markets can remain …irrationally committed to the incineration of the planet and their own portfolios … longer than you can remain solvent? “How long can big investors ignore climate risk?” www.ft.com/content/33a7...

How long can big investors ignore climate risk?

Shift of funds from a US asset manager to a European one highlights the divergence

ft.com

Say this one louder, for the kids in the back, too: “Wind and solar power overtake fossil fuels in Germany for first time ever” www.carbonbrief.org/analysis-win...

Analysis: Wind and solar power overtake fossil fuels in Germany for first time ever - Carbon Brief

Together, wind and solar power generated 225 TWh of electricity – accounting for 44% of the total in 2025 – with just 43% coming from fossil fuels.

carbonbrief.org

Say it again, louder, for the kids in the back: “Wholesale power prices plunge as renewables surge, batteries boom, and gas hits 23 year low” reneweconomy.com.au/wholesale-el...

Wholesale power prices plunge as renewables surge, batteries boom, and gas hits 23-year low

Wholesale electricity prices surge as wind displaces coal, batteries push out gas and home storage softens the evening peaks and help reshape the grid.

reneweconomy.com.au

“Civilization could prove to be a fragile thing” — Shell Oil internal memo, 1989.

“ESG won't shield your portfolio from a wildfire: Switching from a standard index [to] ESG version [does] nothing to reduce physical climate risk…ESG capture[s] transition and governance quality, not [if holding] physical assets sitting in harm's way” www.linkedin.com/posts/elvis-...

ESG scores don't shield portfolios from physical climate risk | Elvis Asong, Ph.D. posted on the topic | LinkedIn

ESG scores won't shield your portfolio from a wildfire. A new open-access study in Corporate Social Responsibility and Environmental Management (Azzone, Ghesini, Stocco and Viola, 2026) quietly disma...

linkedin.com

A wildly underappreciated and massive driver of value in the energy transition, that is also hiding in plain sight right now, today, is transforming broad parts of the physical economy from liabilities into assets. energiesmedia.com/canada-float...

Canada is turning forgotten reservoirs and toxic mining ponds into floating solar “power plants” that could generate electricity without using new land

Canada is turning forgotten reservoirs and toxic mining ponds into floating solar “power plants” that could generate electricity without using new land.

energiesmedia.com

The best, most compelling, most available and also ignored, impact metric? EBITDA “The market has stopped rewarding impact narratives. Now it wants proof” impactloop.com/article/the-...

The market has stopped rewarding impact narratives. Now it wants proof | Impact Loop VC

Impact investing is changing how it positions itself in the market. In this column, Louis Carle, co-founder of Curiosity and former co-founder of French tech publication Maddyness, sits down with Tim...

impactloop.com