Our Energy and Nature Transition Blogs

Buzz Kill: Insect Apocaplyse Hurts Global Economy Demonstrating Why We Need Bugs

Insect decline in the Anthropocene: Death by a thousand cuts Source: PNAS Biodiversity collapse means decline insects that pollinate our feed leading to global food supply crises. When people think of species at risk of extinction, insects do not immediately come to mind. Research shows that various types of insects have declined over 70% . From pollinating crops to feeding other animals, our economy needs insects. The goal of this research is to bring attention to the issue

2 days ago

The Ring of Responsibility: Planetary Boundaries and Global Economics

Source: Doughnut of social and planetary boundaries monitors a world out of balance As the COP30 Conference came to a close on Tuesday, the global community expressed concern over a lack of action on fossil fuel emissions and deforestation. Moving forward, global climate leaders must prioritize a zero fossil fuel emissions plan by 2040 and take action to protect the ecosystems our economies depend upon given that the global economy is surpassing its ecological limits – its pl

Nov 26

Global Carbon Pricing: Expanding the Road Ahead

The OECD has released its Effective Carbon Rates 2025 report , providing a comprehensive assessment of how carbon is priced across 79 countries through carbon taxes, emissions trading systems, and fuel excise taxes. The report shows that although carbon pricing frameworks are expanding and becoming more complex, less than half of global emissions are exposed to a meaningful price signal, while many sectors continue to be loosely regulated by weak constraints, including free a

Nov 25

Our Earth’s Tipping Points: A Race Against Time

Our Earth System and Featured Tipping Points, Global Tipping Points Report . Due to Global Warming, the earth is on track to surpass 1.5 °C . This demonstrates both destructive effects on nature systems and devastating impacts on communities around the world. Coral Reefs, The Amazon Rain Forest, and many other natural systems are at extreme risk. This highlights the need for collaboration among experts in nature, finance, and climate change as well as leaders and policymakers

Nov 19

Capital Costs: New Battleground for Clean Energy

Source: Global Project Finance Spread . Special thanks to Christian Wilson, Gireesh Shrimali, and Ben Caldecott for their paper Financing costs and the competitiveness of renewable power ( https://doi.org/10.1016/j.isci.2025.113777 ) . Capital costs now play a decisive role in determining whether solar and wind can compete with fossil fuels. Rising interest rates have increased borrowing costs for all technologies, but renewables have been hit twice as hard. Lowering the we

Nov 18

If Bloomberg Assesses Nature, You Can Too: Act Now to Prioritize Biodiversity

BloombergNEF : Graph of BloombergNEF Biodiversity Funding Priority Regions in 2024 Biodiversity, such as species and habitats, is the foundation of all ecosystems . The responsibility to prevent loss in biodiversity falls on corporations that benefit from nature's services. Implementation of biodiversity and ecosystem measures demonstrate important action taken by companies to prioritize nature assessments. As emphasized by Bloomberg , nature and climate display intrinsic dif

Nov 16

10 Years of the Paris Agreement: Progress Made, But Far Too Slow

Ten years on, the Paris Agreement remains the backbone of global climate cooperation. It has lowered projected warming by nearly 1°C and reshaped policy, finance, and technology. Yet current commitments and implementation still fall short. The 1.5°C goal is slipping out of reach unless action accelerates dramatically this decade. Source: UNEP Why This Matters? At the current pace , the 1.5°C carbon budget will be exhausted before 2030. Even if every current pledge is met,

Nov 11

Oil Supply is Growing, but is Demand Keeping Up?

Over the longer term, oil demand growth is expected to slow, shifting toward emerging economies and petrochemicals while demands in OECD countries and transportation use declines. This widening gap between rising supply and plateauing demand signals a more volatile market—new risks for investors, businesses, and policymakers navigating the energy transition Why It Matters? Investors : oil prices may weaken, affecting returns and highlighting the need to integrate additional

Nov 6

LNG Hot Air: Financial Analysts Say Next Decade Facing Oversupply

LNG which was once the flexible bridge fuel of the energy transition, is now possibly the next oversupplied commodity. A new report from LSEG shows a risk of oversupply for the global LNG market. If many of the projects that have not reached a final investment decision (pre-FID) are built, global liquefaction capacity could grow at about 8.1% compound annual growth to 2035 far faster than expected demand. In short, the market is facing long-term oversupply, according to L

Nov 1

A Paradox: Corpus Christi, TX Crude Exports Flow to EV Hotspots

Crude exports from Corpus Christi from Jan 2024 to Oct 2025 concentrate heavily in a few markets. The top ten destination countries take about 73% exports, with the United States alone at roughly 16%. Many of those top destinations for example the U.S., South Korea, the Netherlands, the U.K, Germany and Spain are also recording fast EV growth, which shrinks future transport oil demand. ( EVs & Beyond ) This overlap creates a possible structural risk for long-run crude demand

Oct 24

Global LNG Demand Slows: U.S. Builds Overcapacity - says Reuters and Refinitiv

U.S. LNG Exports, Monthly, By Port, 2022-2025 (Source: Refinitiv). Global LNG capacity is projected to grow by 60% by 2030, with the U.S. expected to contribute half of that growth. The Corpus Christi LNG terminal, operated by Cheniere Energy, is rapidly emerging as a cornerstone of the U.S. liquefied natural gas export boom. This rapid expansion could lead to a significant oversupply, meanwhile, domestic U.S. gas prices face upward pressure due to slower deployment of renewa

Oct 23

Renewables Now Larger Than Coal

Source: AP Photo/John Locher For the first time, renewables have overtaken coal as the world’s largest source of electricity, marking a pivotal shift in the global energy transition. Despite surging demand, clean energy is scaling fast enough to meet new needs and curb emissions. With global clean-energy investment projected to reach $2 trillion in 2025, the shift reflects not ideology but market momentum transforming the world’s energy and financial systems. Why This Matte

Oct 15