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Real Asset Research A Mile Deep
ENERGY TRANSITION IN FOCUS: WHAT RECENT LITERATURE SAYS ABOUT ROOFTOP SOLAR, GREEN HYDROGEN
The Lawrence Berkley National Laboratory released several studies this summer that explore what comes next in the evolving power market landscape of the United States. The application of academic literature can often be limited in the world of investing; however, we find Berkley's analytic rigor combined with thoughtful questions useful for contextualizing some of the second and third-order effects of the energy transition.
BACK OF THE ENVELOPE MATH ON GREEN HYDROGEN
Green hydrogen has piqued the interest of public companies in 2020. While expressions of interest may be legitimate, the surge suggests to us that there is a lot of window dressing occurring. We applaud companies that feel an urgency to commit to decarbonization targets. Whether companies can execute a green hydrogen strategy and create value is another issue in entirety.