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Real Asset Research A Mile Deep
THE FUNDING CONUNDRUM: THE CHALLENGE OF FINANCING CLEANTECH INNOVATION
In our recent writing on the energy transition, one of the themes we have touched on is the need to increase investment in two types of firms: transitioning companies and enabling companies. These are businesses that either make goods to enable a transition or businesses that produce economically critical goods that need to transition their processes to lower carbon outputs.
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.
CONCERNING FREQUENCY IN UNDERPERFORMING SOLAR ASSETS
There is systemic underproduction of electricity by solar assets in the US. This is largely driven by unreliable energy estimates and an industry wide bias towards aggressive assumptions.