Recent Publications
21 December 2023
One Last Postcard From the Future of Clean Energy
My final Sparklines column for Bloomberg, after nearly nine years and 400+ sends.
09 November 2023
Five Trends in Decarbonization That Are Shaping Global Politics
Commentary for the Carnegie Endowment for International Peace (CEIP):
Five energy, climate, and decarbonization trends could emerge as drivers of change over the next decade. They include markets, technologies, policies, and choices: taken as a whole, they amount to a collective decision made today on behalf of the future.
30 May 2023
Challenges to Scaling U.S. Low-Carbon Technology
Commentary for the Center for Strategic & International Studies (CSIS):
The 2022 Inflation Reduction Act (IRA) provides at least $369 billion in direct support for U.S. climate change initiatives, in particular for renewable power generation, electric vehicles, hydrogen, and carbon capture use and storage. Most of the IRA’s provisions utilize tax credits to incentivize climate-related investment, and many of the provisions are uncapped. This commentary posits five areas that investors, policymakers, and strategists should consider as the IRA moves from policy to implementation.