Callaway Climate Insights $5 / month

Callaway Climate Insights focuses on the intersection between global finance and climate change challenges, analyzing impacts on diverse sectors including technology, energy, transportation, and investments. It discusses sustainable initiatives, governmental policies, market trends, and the role of leading companies and countries in the climate finance landscape.

Climate Change Renewable Energy Electric Vehicles Sustainable Technologies Global Finance Government Policies Market Trends Investment Strategies

The hottest Substack posts of Callaway Climate Insights

And their main takeaways

Green Lights Jan. 12: Top stories this week

196 implied HN points • 12 Jan 24
🌞 Climate & Environment Climate change Renewable Energy Green Technology Environmental Policy Sustainable Practices
  1. 2024 will be a challenging year for the climate with ominous reports predicting financial repercussions.
  2. California's efforts to address climate change face a temporary setback due to a budget crisis.
  3. ESG investing may see a resurgence as negative attention attracts investors towards renewable energy shares.
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What the ‘Streisand Effect’ has to with climate investing

196 implied HN points • 10 Jan 24
💰 Finance Investing Climate
  1. There was a significant lag in performance between climate-focused funds and fossil fuel funds over the last three years.
  2. Last year, the average climate-focused fund lagged the average fossil fuel fund by more than eight percentage points.
  3. Climate-focused funds didn't perform as poorly in 2023 compared to previous years.

Investors still have faith in lab-made meat, despite plant-based industry’s tough year

39 implied HN points • 01 Mar 23
🍲 Food & Drink Plant-based Investment Startups
  1. Investors are still confident in lab-made meat despite challenges in the plant-based industry.
  2. Alternative proteins, including lab-grown meat, are receiving significant funding from high-profile investors.
  3. The commercialization of lab-grown meat may face challenges in terms of production scalability and cost competitiveness.

Biden's surprise World Bank pick portends dramatic climate finance shakeup

19 implied HN points • 23 Feb 23
🌍 World Politics Climate finance Global Warming International relations United Nations Economic Development
  1. President Biden's selection of Ajay Banga as the World Bank head hints at significant changes in climate finance for developing countries.
  2. Banga's background in global business and experience with international committees positions him well to lead the $86 billion lending portfolio of the World Bank.
  3. The appointment reflects Biden's aim of enhancing climate investments in poorer nations and indicates a shift towards a new era of climate finance.

Ford electric vehicle loss forecast highlights big week to come for EV investors

19 implied HN points • 23 Mar 23
💰 Finance Electric Vehicles Investing Climate finance Policy Environmental Impact
  1. Ford is forecasted to lose up to $3 billion in its electric vehicle division due to necessary investments.
  2. Investors are anticipating the Treasury's guidance on which electric vehicles will qualify for tax subsidies.
  3. The EV industry is expected to grow significantly, with automakers racing to develop affordable and reliable EVs.

Green arms race takes shape as Brussels launches European subsidies blitz

19 implied HN points • 09 Feb 23
  1. Brussels is launching a large subsidies plan for green technologies, showing a shift in the European investment landscape.
  2. Europe's plan focuses on wind power and battery technology for electric vehicles, trains, and planes.
  3. The Green Deal plan aims to keep Europe competitive in the global green market against the US and China.

Europe backs down on climate disclosure rules with two-year delay

0 implied HN points • 25 Jan 24
🌞 Climate & Environment Clean Energy Climate Science Environmental Impact
  1. Europe delayed climate disclosure rules for 8 specific sectors by 2 years due to concerns over extra costs and bureaucracy.
  2. The delay may impact Europe's reputation as a climate change leader and is seen as a setback for investors managing climate risks.
  3. The delay also affects US Securities and Exchange Commission's own climate disclosure rule, highlighting challenges faced globally in climate reporting.

Why John Podesta was Biden's only choice for Kerry's climate role

0 implied HN points • 01 Feb 24
🌞 Climate & Environment Climate Impact
  1. John Podesta was chosen as Biden's top climate advisor due to his experience in climate negotiations and close relationships within the Biden Administration.
  2. Podesta's selection reflects a strategic move for the Democratic party in an election year, rather than maximizing climate progress.
  3. Naming political figures over scientific or corporate leaders in climate roles may delay impactful climate actions until after elections.