The U.S. should be fine not medaling in this non-competition. #energy #climate #esg #sustainability #markets #investing #renewables #CleanEnergy The U.S. Gave Up Its Lead in Clean Energy Sectors Before. It Might Be Doing It Again. wsj.com/articles/the-u… via The Wall Street Journal

I spoke with Fortune’s Nino Paoli yesterday about the oil market implications of the U.S. bombing Iran’s nuclear facilities over the weekend, which has already apparently led to a capitulation on the Iranian side. Here is his Fortune article, which includes great additional

Given the recent win by the socialist Zohran Mamdani in the Democratic primary for NYC mayor (which makes him the prohibitive November favorite in a city that is 65-70% registered Democrats), probably a good time to brush up on the lyrics to Billy Joel's Miami 2017 (Seen the

Best self-serving ESG statement of the week: “Many companies insist that the business case for pursuing net-zero emissions remains strong, the new leader of the nonprofit that sets climate action standards said.” Remember: the official sounding Science Based Targets initiative

While it sounds good that NYS Governor Kathy Hochul is now directing the New York Power Authority (NYPA) to “add at least 1 gigawatt of new nuclear-power generation to its aging fleet,” NYPA mainly manages hydroelectric facilities and does not currently operate any nuclear

Not surprising that fewer U.S. companies feel compelled to waste time on earnings calls dealing with questions about climate change and other non-financial sustainability issues now that the threat of ESG financial regulations has receded under the Trump administration. In March

Even though Shell has publicly denied any interest in acquiring its cross-town London rival BP, the recent speculation about a potential European super-major combination highlights the pressing need for an M&A fix to the self-inflicted problems of both integrated companies. Both

“The Oil Tycoon and the Philosopher Threatening Big Oil’s Carbon Capture Plans,” WSJ, 6/28/25 I am going to have to go with the oil tycoon and the energy philosopher on this one. Big Oil companies like OXY feeding at the government trough for tax credits to support their

“Carbon Removal Startup Climeworks Fundraising Moves Past $1 Billion,” WSJ, 7/2/25 Seriously, who provides the financing for non-productive CCS vanity projects? Are these pecuniary investors (however speculative and risk tolerant) focused on making a financial return despite

“Let the TVA Power America’s Nuclear Future,” WSJ, 6/27/25 TN Governor Lee is correct to call for an expansion of U.S. nuclear capacity to keep pace with technology-driven electricity demand, but he is wrong about SMRs being the chosen path and the part about TVA leading the

Here’s hoping that Sunnova’s June 2025 bankruptcy filing marks an acceleration of the recent residential solar trend that will hopefully lead to fewer unsolicited daily robocalls to my landline by aggressive salespeople trying to sell me rooftop solar panels for my house. A boy

We need to add a new line to the golf lexicon. In addition to Mark Twain's "a good walk spoiled," we now have "a beautiful view ruined" to describe the sight of colossal wind turbines dotting the landscape of Northern Ireland as the world's greatest golfers compete for the 2025

You don’t need to be an arcade fortune teller to predict how bad things are likely to get in NYC based on the current mayoral polls. After winning the recent Democratic primary, mayoral candidate Zohran Mamdani now leads all the other broken candidates in a fragmented field by a

The U.S. trade deal with the EU announced over the weekend sure is a head scratcher from an energy perspective. As other industry observers have already pointed out, there is no way that the EU will be able to live up to its promise to buy $250 billion of American energy export

Eight years ago, I penned an op-ed in the Wall Street Journal (“Trump’s Next Step on Climate Change,” 3/28/17) recommending that Trump 45 move to repeal the EPA’s 2009 Endangerment Finding that carbon dioxide and other greenhouse gases pose a threat to public health. It took a

For all the renewable champions who are trying to use growing data center-driven U.S. electricity demand as cover for allowing more wind and solar into the American grid, last week’s Senate Committee on Energy and Natural Resources hearing should prove enlightening. In his

Let the Climate Battle Royale begin. As background for the EPA’s recent decision to repeal the partisan 2009 Endangerment Finding which designated greenhouse gases as harmful pollutants to be regulated, the DOE released its report, “A Critical Review of Impacts of Greenhouse Gas

My latest opinion piece in this weekend’s Wall Street Journal discussing how Gov. Murphy’s ill-conceived clean power policies over the past eight years have led to New Jersey now having some of the highest electricity prices in the country. New Jersey needs to become

Today, we published my latest NCEA research paper, “A Strategy for Financing the Nuclear Future,” which lays out our recommendations for breaking the current logjam around restarting nuclear construction in the U.S. Electric utilities are no longer equipped to handle the

I recently spoke with Gary Collins of Spotlight on Maryland about the similarities between New Jersey and Maryland when it comes to climate policies and how the clean energy targets of both blue states are now leading to higher electricity prices and lower grid stability.