With rising investor demand and regulatory pressure in certain jurisdictions, company disclosure of their exposure to climate risks and their environmental impact has emerged as an expectation with tangible economic benefits. Increasingly, companies can improve their access to lower-cost capital by disclosing their exposure to climate risks and opportunities. Indeed currently over 23,000 companies now report through CDP, underscoring growing investor and customer demand for environmental...

Critical minerals are absolutely vital for the energy transition. Without nickel, copper, lithium, cobalt and other rare earth elements, we simply cannot produce the solar modules, wind turbines, batteries and other technologies necessary to decarbonize the global economy. It’s no surprise then that demand for these critical minerals is expected to almost triple by 2030. But mining, processing and incorporating these critical minerals into manufacturing processes can itself result in far...

In this this episode of Climate Positive, hosts Gil Jenkins and Conor Fryer sit down with Tim McDonnell, Climate & Energy Editor at Semafor and the author of Semafor’s Net Zero newsletter, to delve into the current state of climate journalism, real-time energy crises, and the forces driving the energy transition. Tim reflects on how far climate reporting has come, moving past basic awareness to explore intricate, interwoven stories at the heart of sustainability and energy. They also...

In this episode, Dr. Tallamy and Hilary Langer tap into the world of caterpillars, birds, and native flora to illuminate how individuals can be agents of change and address urgent issues of species loss and ecosystem collapse. From publishing research on insects to reviving his own property that was overrun by non-native plants, Dr. Tallamy's journey has been a fascinating exploration of the intricate web of life that begins from the ground up. He offers a fresh perspective on the symbiotic...

Over the last few years, the United States has led the world in the fight against climate change by passing some of the most impactful and largest investments in infrastructure and related regulatory reforms ever. Together, the Inflation Reduction Act and the Bipartisan Infrastructure Law seek to deploy nearly $1 trillion in climate positive infrastructure investment over the next decade. At the same time, however, the U.S. Supreme Court has issued a series of decisions that together...

For the world to meet its growing need for low-cost clean energy and achieve ambitious decarbonization targets, land-based onshore wind energy must be an increasingly large part of the electricity generation mix—potentially as much as 20-41% by 2050, according to BloombergNEF and the International Energy Agency (IEA). But there is a challenge: the most efficient and cost-effective wind turbines, currently applied only in offshore wind farms, have enormous blades—some longer than a football...

The maritime industry transports over 80% of goods worldwide and is essential to the deployment of climate technologies. At present, the industry contributes approximately 2 to 3% of global emissions, but this figure is projected to grow without major changes to the industry and its ancillary services. However, decarbonizing the maritime industry is unusually challenging. As the president of Marine and executive vice president at Wärtsilä, Roger Holm’s team helps power one out of every...

As the accelerating deployment of variable wind and solar resources pushes us ever closer to Net Zero – or the state whereby we’re not emitting any more greenhouse gas emissions into the atmosphere than we are simultaneously removing – we increasingly need to deploy both battery storage as well as dispatchable renewable baseload generation. But despite its ability to serve as dispatchable renewable baseload, geothermal energy today accounts for less than 1% of the world's primary energy...

We started the Climate Positive podcast just over three years ago at HASI, seeing an opportunity to contribute our unique perspective to the climate and clean energy podcast scene. As a pure play climate investment firm, we aimed to cultivate a forum for mission-driven leaders, innovators, and changemakers to engage in conversations about the challenges and opportunities on the path to a climate-positive future. Our inaugural episode of Climate Positive featured our trailblazing former CEO...

For over a century, the U.S. government has provided subsidies – often in the form of tax credits – to support domestic energy production. For renewable energy sources, these tax credits have traditionally subsidized investment (i.e., a project’s capital expenditure) and production (i.e., the amount of energy produced by a project). But the Inflation Reduction Act altered these tax credits in a number of ways: it significantly extended their life, massively expanded the technologies eligible...

Barbara Humpton, President and CEO of Siemens USA, sits down with Gil Jenkins and Susan Nickey to discuss Siemens' pivotal role in advancing sustainability across industry, infrastructure, and transportation sectors. The conversation dives into Siemens' approach to decarbonization as an engine for growth and spotlights how innovation at the grid edge will be key to delivering a more sustainable future, guiding energy flows and balancing supply with the demands of buildings, industry, and...

Just as not every battery is created equal, neither is every renewable energy credit (REC). Even though RECs today are commodified financial products companies purchase to reduce their carbon footprint, the actual avoided emissions impact of an individual REC can vary dramatically based on the time and place it is generated. As our carbon accounting frameworks seek to become more precise and impact-driven and as transmission constraints proliferate, it is increasingly important that the...

In this episode, Hilary Langer met with Dr. Antonius Gagern, the Executive Director of the Carbon to Sea Initiative, for a lively conservation about a hot topic: the promises and sensitivities of tinkering with the ocean’s chemistry to enable it to store more carbon dioxide. Initial research on ocean alkalinity enhancement supports its potential as a significant means of capturing carbon. Carbon to Sea is a $50M non-profit effort that brings together leading funders and researchers to explore...

In this episode, Gil Jenkins sits down with Bill Weir, Chief Climate Correspondent at CNN, for a rich, engaging, and meaningful conversation about his new book, “Life As We Know It (Can Be): Stories of People, Climate, and Hope in a Changing World.” While reporting from every state and every continent, Bill Weir has spent decades telling the stories of unique people, places, cultures, and creatures on the brink of change. As the first Chief Climate Correspondent in network news, he's...

Steel is the world’s most used metal, and enables the construction of everything from buildings to wind turbines. Unfortunately, steel manufacturing is incredibly carbon intensive, contributing to approximately 8% of global green house gas emissions. As CEO of InventWood, Josh Cable envisions a future where the demand for steel can be satisfied with a renewable resouce: fast growing woods like Poplar. By densifying wood, Josh Cable’s team produces a fire-resistant product that is stronger,...

Disclosure. Disclosure. Disclosure. In early March, the SEC issued final climate-related disclosure rules for U.S. public companies. Designed to enhance standardization and in response to increasing investor demand, the new rules mandate companies disclose material climate risks they face and greenhouse gas emissions they generate as well as other material climate-related information. While not as comprehensive as existing mandatory climate disclosure regimes in the European Union or...

In this episode, Gil Jenkins sits down with Akshat Rathi, a senior climate reporter at Bloomberg News and the host of Bloomberg Green's Zero podcast, to discuss his new book, "Climate Capitalism: Winning the Global Race to Zero Emissions and Solving the Crisis of our Age," which was released on March 12 in the U.S. "Climate Capitalism" takes readers across five continents, tracking the unlikely heroes driving the fight against climate change. The stories within the book reveal how people,...

The Sustainable Energy in America Factbook serves as a key reference for the state of renewables in the United States. To mark the release of the 12th edition, Gil Jenkins and Hilary Langer talked to the people behind the annual report: Lisa Jacobson, President of the Business Council for Sustainable Energy and Tom Rowlands-Rees, Head of Research for North America at BloombergNEF. Despite significant headwinds in 2023, including high interest rates and supply chain challenges, the factbook is...

As the energy density of batteries continues to increase even as costs keep declining, the stationary energy storage market is booming, with investment growing by over 7x over the last few years – from $5 billion in 2020 to over $35 billion in 2023 – and with battery installations tripling just last year alone. While an influx of storage is certainly needed to integrate the vast amount of renewables we need to fully decarbonize the grid, the storage we are adding to the grid is not always...

In this week's episode, Gil Jenkins sits down with Steve Raeder, the founder and CEO of Summit Ridge Energy. As a leading player in the community solar market, Summit Ridge Energy (SRE) has made significant strides since its inception in 2017, deploying over $1.6 billion into clean energy assets. With a robust development pipeline of more than 2 GW, SRE will have more than 400 MW of solar PV online by the end of 2024, powering 50,000 homes and businesses. During the conversation, Steve opens...

At the end of 2022, 200 countries signed the Kunming-Montreal Global Biodiversity Framework – what some have called the “Paris Agreement for Nature”. It calls on signatories to work together to enhance the resilience of natural ecosystems and to turn the tide on species extinction rates through the setting of national targets, the establishment of disclosure regimes and the creation of innovative financing mechanisms – such as biodiversity credits. While there has been some subsequent...

America’s dramatic shift towards renewable energy generation in remote areas will require a substantial transmission build-out in the years ahead, potentially doubling or tripling the current grid. In other words, there is no transition without transmission. While it's crucial that we expedite the construction of large power lines at a much faster clip, there's another technology solution that demands equal attention. This parallel approach involves the use of Grid-Enhancing Technologies...

In our final episode of 2023, we sit down with Dan Shugar, founder and CEO of Nextracker, Inc. (NASDAQ: NXT), a leading provider of intelligent, integrated solar tracker and software solutions used in utility-scale and distributed generation solar projects globally. With over 30 years of experience in the field, Dan has been a driving force in advancing climate tech solutions in the U.S. and around the world. In the conversation with Gil, Dan reflects on Nextracker's incredible success over...

The private sector has been a critical driver of increasing clean energy on the grid. Since 2008, corporate renewable purchases have helped bring online nearly 150 GW of new renewable energy capacity globally — more than the total power-generating capacity of France. Despite these purchase commitments, overall global emissions from the power sector have remained flat at a time when we need to see a sharp decline. At the same time, extreme weather events have exposed vulnerabilities in the...