Released December 8th, 2021
Mark Tomasovic - NextEra Energy: The Renewable Leader
Mark Tomasovic is an investor at Energize VC. We cover the structure of the energy market, what’s changed in the renewables space over the past twenty years, and how NextEra deploys its cost of capital advantage.
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Read our research on NextEra's history, business model, and competitive position.
Arjun Murti - Exxon Mobil: An Aging Energy Empire
Arjun Murti is a long-time energy analyst and investor. We cover Exxon's rich history dating back to John D. Rockefeller, the Supermajor supply chain, and what the future of the energy market might look like.
Jonathan Goldberg - Capturing Carbon
Jonathan Goldberg is the founder and CEO of Carbon Direct, a company focused on advising and investing in carbon removal at scale. We cover the state of the carbon problem today, the importance of global carbon standards and carbon taxes, and the future of carbon capture.
Massive Shift Toward Solar Power Begins In Largest U.S. Electricity Market
A look at the increasing clean energy projects waiting to enter the market, and the economic and policy factors driving those projects.
Why Is it So Hard to Build the Electric Grid of the Future?
An exploration of the policy and economic changes needed to expand the grid to enable the low carbon energy of the future.
2022 Renewable Energy Industry Outlook
A short-term outlook on the renewable energy industry and trends to watch.
Why did renewables become so cheap so fast?
A primer on how power from renewables is now cheaper than power from new fossil fuels in most places in the world.
The New Map: Energy, Climate, and the Clash of Nations
A Pulitzer Prize-winning author offers a new account of how energy revolutions, climate battles, and geopolitics are mapping our future.
The Quest: Energy, Security, and the Remaking of the Modern World
A story that spans the energies on which our civilization has been built and the new energies that are competing to replace them.