The term ‘primary energy’ is a misnomer. Most of the primary energy from thermal power is wasted, yet the power output of a given technology is often measured by the ‘primary power’ yardstick. #primaryenergy #cleantech #fossilfuels #ESG #ImpactInvesting open.substack.com/pub/craigbonth…

The concluding part of my clean-tech fallacies series summaries a variety of false narratives and how to spot them. Most of them are cynical and deliberately misleading.. so you always need to be on the lookout 👀 #CleanTech #ESG #ImpactInvesting open.substack.com/pub/craigbonth…

This is a positive story about the history of innovation in #diabetes management. We've come a long long way from finger sticks and glass and metal syringes. Who drove the innovation and who has created economic value? #ImpactInvesting Insulet UK Dexcom open.substack.com/pub/craigbonth…

Poorly regulated markets that have high returns on scale and a vulnerable customer base have a habit of becoming very convoluted and distored by perverse incentives. This is a perfect case study in point. #ImpactInvesting #diabetes #InsulinPrices open.substack.com/pub/craigbonth…

Biodiversity loss is a huge and underappreciated business risk. Why is it so often ignored? #biodiversity #ESG #ImpactInvesting open.substack.com/pub/craigbonth…

#JevonsParadox is becoming a common refrain of #fossilfuel incumbents and degrowth environmentalists alike. Is it an intractable problem or a surmountable challenge? #ESG #ImpactInvesting #sustainablegrowth #Cleantech open.substack.com/pub/craigbonth…

I'm delighted to announce the launch of The Impact Manager. A research and consultancy business aimed at helping organisations navigate their way to a #sustainablefuture. Please get in touch if you think we can help. impactmanager.io

Part I of this two parter focuses on where 'forever chemicals' came, the companies behind them and the corruption that has sustained them. #ESG #ImpactInvesting #PFAS #Pollution #DarkWaters #foreverchemicals open.substack.com/pub/craigbonth…

Focusing on asymmetric incentives and regulatory capture, the second of this two parter looks at how the chemicals industry 'self-regulated' itself and why a different approach wasn't taken. #ESG #ImpactInvestor #PFAS #ForeverChemicals open.substack.com/pub/craigbonth…

#GenAI could be wonderful, disasterous or both. History teaches us that a failure of regulation as new technologies emerge can have far reaching and irreversible negative impacts. Where are we and how can we minimise the risks of negative outcomes? #ESG open.substack.com/pub/craigbonth…

Before we invest in nature, we need to understand it. In the fast growing area of '#naturalcapital', huge value can be created by those who do. Here's a few things i've learned in recent years. #rewilding #impactinvesting open.substack.com/pub/craigbonth…

Perceived conflicts with commercial agriculture and controversies over animal reintroductions are often overstated, creating huge missed opportunities. Rewilding is potentially the ultimate positive-sum activity. #ESG #rewilding #impactinvesting open.substack.com/pub/craigbonth…

We would be shocked by the abundence of wildlife if we travelled back in time.. what should we invest in to get some of it back? #ImpactInvesting #ESG #Rewilding Rewilding (Part III) - Surprising and counter-intuitive investment lessons from nature open.substack.com/pub/craigbonth…

Working out what's going on with Elon Musk.. hard, right? #impactinvesting Tesla #Tesla open.substack.com/pub/craigbonth…

Fish farming companies are very popular impact investments.. but are they sustainable? The industry has a very interesting history.. and it's not always pretty. #ESG #impactinvesting #fishfarming open.substack.com/pub/craigbonth…

The ‘over-powered’ oil era is ending For the last century, #oil has been 'Totally OP'. But the era when #petrostates and #BigOil wield huge geopolitical power is coming to an end. Where will rule the future? #ImpactInvesting #ESG #Cleantech open.substack.com/pub/craigbonth…

The ‘over-powered’ oil era is ending. For the last century, #oil has been 'Totally OP'. But the era when #petrostates and #BigOil wield huge geopolitical power is coming to an end. Who will rule the future? #ImpactInvesting #ESG #Cleantech open.substack.com/pub/craigbonth…

Growth at all cost cultures often fail to consider the negative consequences of growth. What can we learn from history to avoid these risks? #ImpactInvesting #ESG #Meta #Facebook open.substack.com/pub/craigbonth…

Companies were invented to unite individuals and achieve great things for society. Why does this laudable goal get corrupted and how can investors avoid the sinners? #impactinvesting #ESG open.substack.com/pub/craigbonth…