climate
Kilowatts and Capital 11.23.2024 - ServiceTitan Files for IPO
Northvolt received all the coverage, but this one is just as important.
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Newsletter
Kilowatts and Capital 11.16.2024 - Energy Twitter Heads to BlueSky
Echo Chambers and Energy The social media platform BlueSky gained 1 million users in the last 10 days. At the same time, X reportedly lost a similarly large number. Energy Twitter definitely accounted for a share of these numbers and I understand why (including new terms and conditions). At its
Newsletter
Kilowatts and Capital 11.09.2024 - Interest Rates or Policy: What's More Important to the Future of the Energy Transition?
New format alert! Over the last few weeks, I’ve taken a step back from writing as regularly to think about what I want to share here and how I want to do it. Inspired by some of my favorite writers and newsletters, I’ve settled on a new format
climate
The Promise and the Payback
If you never make big promises, very few people will care about what you’re doing. But the other side of the coin, big paybacks, without those, you die. The very best industries, companies, and builders exude this balance. They walk the line between big promises and big payoffs. They
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Lessons from Rockefeller’s Letters to His Son
Over the last few months, I’ve slowly but surely tackled The House of Morgan and Titan by Ron Chernow. While I initially started reading the books to learn more about the time period and history of finance and energy in America, a different theme immediately surfaced – fatherhood. Despite having
investing
Don’t Get Too Cute
David Rubenstein recently interviewed Phillip Laffont, Founder and Portfolio Manager of Coatue, at a Bloomberg wealth conference. The video made its rounds on X over the last week and is well worth the 30-minute watch. One line at the end of the interview struck me in the context of the
energy
The Next Big Bottleneck
A shortage of skilled labor threatens the speed of renewable asset deployment.
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Solar Supply and Demand
The forces of supply and demand always apply.
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Repetition Doesn’t Spoil the Prayer
We can’t repeat our core values too much.
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Too Much of a Good Thing
This is a blog about sustainable investing and leadership strategies often applied to the energy transition. To receive Sustainable Returns in your inbox, subscribe here: Subscribe now "Well, we followed the process." We've all heard this line after a failed attempt. We didn't get
startups
Speed is a mindset.
This is a blog about sustainable investing and leadership strategies often applied to the energy transition. To receive Sustainable Returns in your inbox, subscribe here: Subscribe now One of my favorite clips in all of TV is the intro to the 8th episode of Winning Time - an HBO series
energy tranisiton
Energy is a Growth Industry
This is a blog about sustainable investing and leadership strategies applied to sustainability. To receive Sustainable Returns in your inbox, subscribe here: From 2000-2020, energy demand in the US stagnated mainly due to increased efficiency in the built world. Innovations in lighting, windows, insulation, and HVAC offset any demand increases.