Ecofin podcasts
Greg and Joe are back with the first episode of season 2.Going back to the podcast roots, they discuss two recent articles of particular interest.Is Hempcrete an answer to lowering the carbon footprint of new construction? Hemp is being used in a number of interesting applications including as a building material.They also discuss 10 charts that sum up 2023's clean energy progress.They also wonder into the territory of EVs and discuss the postings of the Car Dealership Guy (@guydealership) on X.Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Articles, suggestions, and sites referenced are below:https://www.theguardian.com/environment/2024/feb/15/its-almost-carbon-negative-how-hemp-became-a-surprise-building-materialhttps://www.canarymedia.com/articles/clean-energy/10-charts-that-sum-up-2023s-clean-energy-progresshttps://twitter.com/guydealership Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!
Greg and Joe are back this week and are joined by both their colleague Ben Bor and special guest Dr. Noah Diffenbaugh.Dr. Noah Diffenbaugh is the Kara J Foundation Professor and Kimmelman Family Senior Fellow in Stanford's Doerr School of Sustainability, and the Olivier Nomellini Family University Fellow in Undergraduate Education. He studies the climate system, including the processes by which climate change could impact agriculture, water resources, and human health. Dr. Diffenbaugh has served the scholarly community in a number of roles, including as the inaugural Editor-in-Chief of the peer-review journal Environmental Research: Climate, and as Editor-in-Chief of Geophysical Research Letters from 2014-2018. He has also served as a Lead Author for the Intergovernmental Panel on Climate Change (IPCC), and has provided testimony and scientific expertise to Federal, State and local officials. Dr. Diffenbaugh is an elected Fellow of the American Geophysical Union (AGU), a recipient of the James R. Holton Award and William Kaula Award from the AGU, and has been recognized as a Kavli Fellow by the U.S. National Academy of Sciences.We also discuss a bit about Noah's wicked corner three-point shot and wish everyone happy holidays and a happy new year!Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Articles, suggestions, and sites referenced are below:https://earth.stanford.edu/people/noah-diffenbaughhttps://news.stanford.edu/2019/04/22/climate-change-worsened-global-economic-inequality/https://thehill.com/opinion/energy-environment/389550-paris-agreement-goals-could-save-trillions-in-avoided-climate/https://blogs.scientificamerican.com/observations/the-climate-benefits-of-the-green-new-deal/https://news.stanford.edu/2021/01/11/climate-change-caused-one-third-historical-flood-damages/https://news.stanford.edu/2021/08/04/climate-change-crop-insurance/https://www.nber.org/papers/w31658 Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!
Greg and Joe are back this week, walking through a few different articles that touch on COP28, nuclear fusion, and methane emissions. The conversation evolves a bit into technology and the rate of adaptable change for society (for instance, will we actually be able to generate power from deep space? Maybe??) We also discuss a bit of Army/Navy football as well as a new show recommendation (especially if you're a hockey fan)! Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Articles, suggestions, and sites referenced are below:https://www.axios.com/2023/12/04/cop28-al-jaber-fossil-fuel-phase-out-sciencehttps://www.axios.com/2023/12/04/chart-methane-emissions-cop-28-climatehttps://www.politico.com/newsletters/power-switch/2023/12/05/big-tech-dives-into-geothermal-00130084https://www.theregister.com/2023/12/04/jt_60sa_tokamak_online/https://tldr.tech/https://spectrum.ieee.org/energy-from-cold?utm_source=tldrnewsletter Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!
In this week's episode, Greg and Joe return after some work and personal travel (Happy Thanksgiving as well!). They discuss articles relating to the broader Energy Transition. Topics include natural gas and electricity demand in the winter as well as some silver linings for the space as we come closer to the end of a tough year for the renewables space. Also, a Presidential Briefing podcast! Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Topics/links referenced: https://www.ft.com/content/06fcd3dd-9c39-48d3-bb08-6d75d34b5ed1https://www.esginvestor.net/us-ira-bridging-esg-gap-with-red-states/https://robertbryce.substack.com/p/bone-chilling?r=izdo8&utm_campaign=post&utm_medium=emailhttps://www.wsj.com/business/energy-oil/now-for-some-good-news-about-climate-27236f56?reflink=integratedwebview_shareThe President's Daily Brief, Podcast: https://open.spotify.com/show/6VpV9ZlbQTzMngKilhJlZs
This week, Greg and Joe are joined by Mark Berryman from Caprock. Based in New York City, Mark is a Managing Director of Impact Investments at Caprock and joined the firm in 2016. He graduated from the University of Colorado Boulder and earned his MBA at Georgetown. He's a passionate college football fan which is where the discussion really started followed by talks of sustainability, ESG, and investing in regional impact opportunities.Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Topics referenced: Mark's backstory which starts with the Peace Corps (4:21) How Caprock's view of sustainability has evolved over time (8:53)How does Caprock with clients to identify opportunities (13:00)Striking the balance with impact and investment allocation in private and public markets (16:05)Additionality - what is it and how do you think about it (20:29)"ESG is not Impact and Impact is not ESG" - thoughts? (22:58)Investing in regional impact opportunities (26:03)How does Caprock think about balancing impact opportunities and local impact on communities (28:17)Impact Capital Management (30:44)Where impact and sustainability is going (36:39)What keeps you busy outside the office (41:17)Links referenced: Housing disparities in Jackson, WY - https://www.cbs.com/shows/video/veLe_bKDLX4dfzMVuzZt2Wz_uq7TR0m4/ESG is Not Impact and Impact is Not ESG - https://ssir.org/articles/entry/esg_is_not_impact_investing_and_impact_investing_is_not_esg
This week, Greg and Joe are joined by Justina Lai, Chief Impact Officer of Laird Norton Wealth Management and Wetherby Asset Management. Based in San Francisco, she is the Chief Impact Officer and is a shareholder at Wetherby, joining the firm in 2015. She graduated from the NYU Stern School of Business and earned her MBA from Stanford. Throughout the conversation, we learned that she is an avid traveler, she teaches an Impact class at UC Berkeley, and has worked in the sustainability space for a long time with time spent at the Rockefeller Foundation and Sonen Capital. Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Topics/links referenced: Her backstory begins at 2:45The impact course she teaches (5:32)How her journey began (8:30)Impact Investing and the evolution of Responsible Investing (17:45)How you think about additionality (22:41)How do you balance private and public market impact (26:40)Are people more or less interested in impact today than 10 years ago (28:58)Where does she see things going, what's exciting? (32:07)Catalytic Capital vs Philanthrophy (36:02) Living a Generative vs. Extractive Life (39:22)A great Instagram follow if you'd like a daily dose of optimism: https://www.instagram.com/goodnews_movement/
In this week's episode, Joe and Greg are joined by Linda Rogers, CFP, from Planning Within Reach to discuss financial literacy, ESG and where Sustainability might be going. Planning Within Reach, LLC (PWR) is a fee-only and fiduciary wealth management firm offering one-time comprehensive financial planning and ongoing impact-focused investment management in San Diego and nationwide. PWR is a woman-owned firm that specializes in busy professionals and impact investors.Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Topics referenced: Linda's Backstory (1:45)How and when she started podcasting (6:10) and her blog - www.lindavrogers.comHow she talks about sustainability (10:57) Financial Literacy and how "we" can be doing better for our kids (16:20) Meeting people where they're at from a Sustainability perspective (21:06)ESG Blowback (25:00)Playing to the lowest common denominator and ESG (31:16)Where Sustainability might be going (34:12) Links referenced: https://www.barrons.com/articles/insurance-costs-home-auto-weather-8fdfe858?mod=Searchresultshttps://www.msci.com/research-and-insights/podcasts/esg-nowhttps://www.spglobal.com/esg/podcasts/https://plantnet.org/en/
This week Greg and guest co-host Ben Bor welcome Alicia Seiger to discuss reporting of carbon emissions. Alicia Seiger is a lecturer at Stanford Law and the managing director of Stanford's Sustainable Finance Initiative. She has advised officials in New York and California on climate-related strategies for state budgets and pensions. Her first book, Settling Climate Accounts: Navigating the Road to Net Zero, explores the ways in which net zero may not add up, and suggests course corrections for the road ahead.Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Show notes:Start: Intro for Ben and Alicia2:55: Alicia introduces herself.9:00: Alicia discusses history and some limitations of Scope Emissions (1, 2, & 3) and GHG Protocol (Counting Carbon)15:04: Moving from Carbon Counting to Carbon Accounting – Introducing E-Liability (Carbon Accounting)25:25: E-Liability makes Carbon Accounting a compliance and accounting issue rather than an estimating issue31:30: Emissions Liability Management – Timing & Obligations of liabilities, dealing with the morality and physics of extremely long duration gases in the atmosphere34:40: Pricing Long Duration Carbon Liabilities (Thousand Year Liabilities)40:15: The Asset Side of a Carbon Balance Sheet45:13: What investors can do to help champion Carbon Accounting52:12: EndLinks that are referenced in the podcast are below:Alicia Seiger bio:https://profiles.stanford.edu/alicia-seigerSettling Climate Accounts: Navigating the Road to Net Zero:https://www.amazon.com/Settling-Climate-Accounts_-Navigating-the-Road-to-Net-Zero/dp/3030836495/Stanford Sustainable Finance Initiative'sresource library on carbon accounting and Emissions Liability Management (ELM): https://sfi.stanford.edu/carbon-accounting-and-emissions-liability-managementComment: To make net zero add up through carbon markets we need to learn from accountants: https://www.reuters.com/business/sustainable-business/comment-make-net-zero-add-up-through-carbon-markets-we-need-learn-accountants-2023-04-24/Original E-Liability introduction - “Accounting for Climate Change” Paper by Robert Kaplan (Harvard) and Karthik Ramanna (Oxford): https://hbr.org/2021/11/accounting-for-climate-changeE-liability Institute: https://e-liability.institute/6-Minute YouTube Video discussing E-liability concept: https://youtu.be/XfWSMj3CfSE
In this week's episode, after Greg's intercontinental journeys, he and Joe are back for another edition of Sustainability Matters. Greg starts by recapping his adventures in Australia and New Zealand where he was able to have meaningful conversations with other sustainability-minded investors. Topics this week include wind energy and the current challenges there. Also, biomass and Renewable Natural Gas production in North American. Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Links that are referenced in the podcast are below:(10:30) - challenges in wind energy - Daily Upside - https://www.thedailyupside.com/ as well as a WSJ journal article (paywall) - https://www.wsj.com/articles/wind-industry-hits-rough-seas-as-problems-mount-5490403a?mod=business_lead_pos6(18:53) - Renewable Natural Gas and the growth in North American production - Biomass Magainze - https://biomassmagazine.com/articles/20253/rng-coalition-300-rng-facilities-now-operating-in-north-america(25:45) - The Murphy Family celebrates a milestone and Cubs/White Sox dynamics.
In this week's episode, Greg and Joe are joined by Aaron Filbeck, Managing Director at the Chartered Alternative Investment Association (CAIA). They had a candid discussion around private markets and sustainability. Some topics and trends discussed include GP/LP alignment around ESG and sustainability, how E and S and G factors are getting more granular within private capital, and how stakeholders at private vs. public companies are impacted by sustainability initiatives. The cherry on top is a mutual affinity for Christopher Nolan movies! Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Links that are referenced in the podcast are below:https://caia.org/https://caia.org/blog/2023/05/20/esg-complex-vague-sort-wayhttps://caia.org/videos/unifi-caiatm-introducing-private-debt-microcredential-why-and-howhttps://caia.org/sites/default/files/7_private_debt_2-26-18.pdfhttps://pitchbook.com/newsletter/esg-remains-politicized-but-majority-hold-moderate-perspectiveshttps://www.bain.com/insights/limited-partners-and-private-equity-firms-embrace-esg/As Managing Director and Head of UniFi by CAIA™ , Aaron oversees content and product strategy for the UniFi by CAIA™ Program. Prior to this, Aaron was responsible for the strategic direction of CAIA Association's content agenda, thought leadership, and member education initiatives, and supported content development for the CAIA Charter Program. His work has been published by Oxford University Press and The Journal of Investing, and covers topics such as ESG/sustainable investing, liquid alternatives, commodities, and asset pricing/factor investing. He is a frequent writer and speaker on these topics. Aaron's practitioner experience lies in private wealth management, where he served as portfolio manager, overseeing asset allocation, portfolio construction, and manager research efforts for high-net-worth individuals and institutional retirement plans. He earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. He holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM), Financial Data Professional (FDP) designations, is a CERTIFIED FINANCIAL PLANNER™, and holds the CFA Institute's Certificate in ESG Investing. He is a Past President of CFA Society Columbus and serves on the CFA Society Philadelphia Programs Committee. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University.
On this week's episode of the podcast, Greg is joined by Jeremy Robinson, Chief Sustainability Officer of Fund Selection at The Green Stockbroker, a London-based consultant on sustainability science for investment. They had a very wide-ranging conversation around water investing, why water is unique among natural resources and fundamental to efforts around preserving natural capital, and Jeremy shares his insights around commonalities between sports, music and impact investing. Jeremy couples a strong background in environmental science and hydrology with over twenty-five years in fund management, fund selection and research. He has written numerous articles on sustainable and ESG investing. He ongoing work covers Natural Capital (official TNFD observer), Circular Economy of Water, geo-spatial finance, Impact Investing, Biodiversity, Forestry, supply chains, Climate Change, UN Sustainable Development Goals, Green & Blue Infrastructure, and Waste Hierarchy/circularity.Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Links that are referenced in the podcast are below:Carlos Alcaraz: https://en.wikipedia.org/wiki/Carlos_AlcarazTNFD: https://framework.tnfd.global/Macarthur Foundation Circular Economy: https://ellenmacarthurfoundation.org/the-circular-economy-in-detail-deep-dive#:~:text=A%20circular%20economy%20is%20a,the%20consumption%20of%20finite%20resources.Geospatial ESG: https://www.geospatialworld.net/prime/prime-opinion/emerging-role-of-geospatial-esg-to-protect-the-natural-world/Ecolab & Microsoft: https://ceowatermandate.org/resources/microsoft-water-risk-monetizer-case-study/Taking Water for Granted: https://www.rcapsolutions.org/dont-take-water-for-granted-on-imagine-a-day-without-water/Water: Wicked Problem: https://techonomy.com/water-climate-wicked-problem-meets-threat-multiplier/#:~:text=Water%20and%20climate%20change%20are,is%20intertwined%20with%20other%20problems.Aggregate Confusion: https://mitsloan.mit.edu/sustainability-initiative/aggregate-confusion-projectUK SDR: https://www.netzeroinvestor.net/news-and-views/sdr-a-regulatory-saviourThe End of ESG: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4221990ISSB: https://www.ifrs.org/news-and-events/news/2023/06/issb-issues-ifrs-s1-ifrs-s2/
On this week's episode of the podcast, Greg and Joe return and dig into a couple of newsworthy items of late. First, a recent Freakonomics podcast discussed whether or not ESG investors are benefitting the environment (spoiler alert: probably not, at least according to Kelly Shue, professor of finance at Yale). This leads into a discussion around the Energy Transition and a recent commentary from the team at JP Morgan.Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe! Articles referenced:https://freakonomics.com/podcast/are-e-s-g-investors-actually-helping-the-environment/https://www.wsj.com/graphics/are-electric-cars-really-better-for-the-environment/?utm_source=apostohttps://www.jpmorgan.com/insights/investing/investment-strategy/the-energy-transition-is-ramping-up-investors-should-take-notehttps://elements.visualcapitalist.com/life-cycle-emissions-of-electric-hybrid-and-combustion-engine-vehicles/
On this week's episode of Sustainability Matters Podcast, Greg and Joe are joined by Kathryn Sorensen, Director of Research at Kyl Center for Water Policy at Morrison Institute which is part of Arizona State University. They had a very insightful conversation around water, the need to increase water efficiency efforts, and how local economies in the American Southwest will adapt to water challenges in the future. #SustainabilityPodcast #Sustainability #Water Kathryn served for many years as Director of Phoenix Water Services as well as Director of the City of Mesa Water Resources Department. In these roles she was responsible for the delivery of safe, clean, reliable water for millions of Arizonans, and significantly advanced the sustainable management of water resources in Arizona and the Colorado River basin. Kathryn earned a PhD in Agricultural and Resource Economics from Texas A&M University and a Bachelor of Arts in Economics from the University of Michigan. In her position at Arizona State University, she oversees the research efforts of the Kyl Center for Water Policy, serves as a Professor of Practice at the Watts College of Public Service and Community Solutions, and as a Senior Global Futures Scientist at the Julie Ann Wrigley Global Futures Laboratory. Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe! Articles referenced: https://sustainability-innovation.asu.edu/person/kathryn-sorensen/https://news.asu.edu/20221115-arizona-impact-future-water-arizonahttps://azwaterblueprint.asu.eduhttps://asu.maps.arcgis.com/apps/webappviewer/index.html?id=b84f6d906be94505b25d68d6af3b02ca
On this week's episode of the podcast, Greg and Joe are joined by Mark Hays from Glenmede. Mark is a Managing Director at Glenmede and oversees the Sustainable and Impact Investing team at the firm. Greg, Joe, and Mark cover a variety of topics, including Mark's career journey, Glenmede's philosophy around sustainable investing, myths vs. reality about the space, and the importance of getting your language right in this environment. On a lighter note, they also discuss their favorite Pearl Jam albums.Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe! Information referenced this week is available; please contact info@tortoiseecofin.com if you're interested in seeing it.
On this week's episode of the podcast, Greg and Joe walk through a couple of "myths vs. realities" as it relates to the Energy Transition. There are a lot of misunderstanding about the supply and demand of raw materials, how far an EV battery can be useful, and how supply chains are important in the broader Energy Transition. Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe! Information referenced this week is available; please contact info@tortoiseecofin.com if you're interested in seeing it.
In this week's episode of the Sustainability Matters Podcast, Greg and Joe are joined by Rehana Nathoo, CEO and founder of Spectrum Impact, an advisory firm focused on helping individuals and institutions design and implement their impact intentions. Based in New Orleans, Rehana brought a fantastic outlook to the table and we had a great discussion including, what Spectrum Impact does and how Rehana started her journey in impact in Africa with the United Nations. How her time in wealth management helped prepare her for what she does now, generational differences and interest in impact. How there is no Silver Bullet in impact and sustainability and how the Tent of Sustainability should be opened up to EVERYONE. While, of course, discussing King Cake and New Orleans hidden gems. Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!
In this week's episode of the Sustainability Matters Podcast, Greg and Joe are joined by their first guest, Paulina Stannard, CFA. Paulina is the Head of Impact for CI Private Wealth. She explains how she began her journey into sustainability, how she works with advisors to help them and their clients that are interested in sustainability, and how values may help a client determine what "impact" means to them. Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe! Disclaimer: Paulina shares her personal views after 9 months on the job.
In this week's episode of the Sustainability Matters Podcast, Greg and Joe talk about Greg's trip to the capital of Kansas and the WEALTH discussion. They also dig into the Colorado River crisis and how it's affecting communities.Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe! Articles referenced:Does Dollywood Pay for College? https://www.countryliving.com/life/entertainment/a39077304/dolly-parton-dollywood-cover-tuition/Ropes and Gray - Navigating State Regulation of ESG Investments - https://www.ropesgray.com/en/navigating-state-regulation-of-esgNet Metering (via EnergySage) - https://www.energysage.com/solar/solar-101/net-metering/#:~:text=Net%20metering%20is%20an%20electric,is%20credited%20back%20to%20you.Open letter opposition to anti-ESG legislation - https://comptroller.nyc.gov/newsroom/statement-from-comptroller-lander-on-recent-anti-esg-legislation/Colorado River Shortage: what this means for Arizona & What Comes Next - https://storymaps.arcgis.com/stories/a1a782ce054d4ad28a0d7d0845e6c03dFull Swing on Netflix - https://www.netflix.com/watch/81586447?source=35
In this week's episode of the Sustainability Matters Podcast, Joe and Greg catch up on EVs, Wind Power, and their recent travel to New York and Tennessee.Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Articles referenced:Get Connected's EV Quarterly Report https://www.autosinnovate.org/posts/papers-reports/get-connected-2022-q4Which Countries Added the Most Wind Power in 2022? https://www.canarymedia.com/articles/wind/chart-which-countries-added-the-most-new-wind-power-in-2022Ford's EV Business Lost $2B USD in 2022 - https://www.cnbc.com/2023/03/23/ford-2022-unit-financials.htmlHow Dairy Farmers are Turning Manure into Money - https://www.smithsonianmag.com/innovation/dairy-farmers-turning-manure-into-money-180981809/Huberman Lab - https://hubermanlab.com
Joe and Greg are on the road for this week's episode of the Sustainability Matters Podcast. Among the topics of discussion - conference season is back including CERES, CERA and carbon capture is discussed. Some great things happening and an impassioned request to talk to the sustainability team at LEGO. Oh and U2!Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Articles referenced:Ceres conference: https://www.ceres.org/eventsCERA Conference: https://ceraweek.com/index.htmlIPCC reports: https://www.ipcc.ch/reports/GE Carbon Capture: https://www.ge.com/research/newsroom/ge-successfully-demonstrates-scalable-direct-air-capture-system-co2-removalLEGO: https://www.lego.com/en-us/sustainability/reporting/environment/New York Times Carbon Capture ($): https://www.nytimes.com/interactive/2023/03/19/us/carbon-capture.html?searchResultPosition=1U2 Disney+ - https://disneyplusoriginals.disney.com/movie/bono-and-the-edge-a-sort-of-homecoming-with-dave-lettermanSpotify Top 50 playlist: https://open.spotify.com/playlist/2XfCNEENXcZuHaMNK82JWP
In this week's episode of the Sustainability Matters Podcast, Joe and Greg discuss how college basketball season is upon us - I-L-L and Rock Chalk! Baseball is back and the conversation about "forever chemicals" and the possible link between PFAS and brain cancer.Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Articles referenced:Philadelphia Phillies and brain cancer - https://www.inquirer.com/news/inq2/astroturf-vet-stadium-artificial-turf-monsanto-history-phillies-stadium-forever-chemicals-pfas-20230307.htmlBary Carter and brain cancer - https://www.si.com/more-sports/2012/01/23/gary-carter#:~:text=Last%20May%2C%20after%20complaining%20of,MRI%20had%20revealed%20more%20tumors.Kansas City Royals and brain cancer - https://www.odwyerpr.com/story/public/9243/2017-08-15/nyt-mystified-at-brain-cancer-baseball-players-others-arent.html#:~:text=Dan%20Quisenberry%2C%20(1953%2D98,his%20career%20at%20third%20base.Last Week Tonight with John Oliver - https://www.youtube.com/watch?v=9W74aeuqsiUPFAS remediation - https://www.epa.gov/sciencematters/reducing-pfas-drinking-water-treatment-technologiesBloomberg - The Future of Water - https://www.bloomberg.com/news/videos/2023-03-02/the-future-of-water-getting-warmer-episode-5
In this week's episode of the Sustainability Matters Podcast, travel finds Greg in London (with a pitstop in Switzerland) and Joe back from a trip to Florida for a birthday bonanza including King Cake Ice Cream. Greg touches on the Nine Planetary Boundaries Water discussions abound - Seaspiracies, PFAS, and infrastructure spending.Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!Articles referenced:Seaspiracy (Netflix)The Nine Planetary BoundariesAll you Need to Know about the 9 Planetary BoundariesCommunities await first US limits on ‘forever chemicals'France Prepares For Water Restrictions As 2023 Drought Continueshttps://www.whitehouse.gov/briefing-room/statements-releases/2023/02/02/fact-sheet-president-biden-announces-500-million-for-philadelphia-water-upgrades-and-lead-service-removal/ (White House press release regarding Clean Water and Infrastructure)
In this week's episode, they discuss Greg and Joe's stories from the road - where to go in London and Tampa. An Energy Transition primer. Electric Vehicles - some great articles on the growth of the space, lithium mining, and Joe explains his issues with getting old driving around Los Angeles. Be sure to subscribe and find us on Spotify and Apple by searching "Ecofin Podcasts".
In this week's episode of Sustainability Matters, they discuss Cake OR Pie - what's your "go-to"? Accessing clean water can be a challenge - why is that the case? The components of EVs batteries as well as supply chain issues. Be sure to subscribe and find us on Spotify and Apple by searching "Ecofin Podcasts".
Listen to Ecofin's new podcast, Sustainability Matters, featuring Managing Directors Greg Murphy and Joe Flores. In this first episode, they discuss “What is going on in the world of sustainability?” Including the background of Ecofin, energy transition, electrification, the IRA, and touching on Weekend Reads created by Joe himself. Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!
In this special Ecofin Podcast, Managing Director Matt Ordway discusses:How wind turbines are able to operate on virtually no water as compared to conventional power sourcesEconomic benefits of using wind as a power sourceWhy wind energy is green in two ways: environmentally and financiallyDownload Transcript
In this podcast, Managing Director and Group Lead for Private Renewable Energy Jerry Polacek discusses:President Biden's recent executive action to renew growth in the US solar industryHow an investigation by the U.S. Department of Commerce spurred the executive orderPotential impacts on the ongoing investigation and existing tariffs on ChinaDownload Transcript
In this podcast, Senior Portfolio Manager Matt Briedert discusses:Why renewable performance has been so lackluster in 2021How rising inflation has affected renewablesTraditional energy companies ramping up decarbonisation effortsDownload the Whitepaper
In honor of World Environment Day, we are continuing our podcast series on the water sector. In this episode, Portfolio Manager Evan Lang discusses: Strong performance from the water sector over the first half of the year How technological innovations are driving the sector in the face of droughts and water cutbacks around the world Examples of how water companies are utilizing digital water technologies to increase operational efficiency, enhance resiliency and improve capital allocationDownload Transcript
In this Ecofin podcast, Senior Portfolio Manager Jerry Polacek discusses:International Energy Association forecasts record global growth for renewables in 2021 and 2022US offshore wind gains a substantial boost with the federal governments' approval of a $2.8 billion wind farm to be located off the coast of MassachusettsProspects of higher corporate tax rates combined with tax credit extensions may provide an unexpected boost for US renewable energyDownload Transcript
In today's podcast, Portfolio Manager Nick Holmes of Ecofin and Paul O'Connel, President of WaterEquity discuss: Both firms working to solve the water crisis by addressing the United Nations SDG 6, which desires clean water and sanitation for all How WaterEquity is able to make an impact at the institutional and local level while providing attractive risk adjusted returns The impacts that companies in Ecofin's water portfolio are making at a macro level Download Transcript
In this first episode of our World Water Day podcast series, Portfolio Manager Nick Holmes discusses: The acceleration of technology adoption as a result of COVID-19 How smart water technologies help extend water resources and expand infrastructure life cycles Corporations starting to focus more on water in their sustainability programs Download Transcript
In this Ecofin Podcast, Brian Sulley and Michel Sznajer discuss: Opportunities in renewable investing Rising interest rates may be a short-term headwind for renewables, but growth trends can balance that longer term What caused the recent power outages in the Southwest and what is needed for a solution Tailwinds for renewable energy companies including the COVID-19 recovery bill Download Transcript
In this special Ecofin water podcast, Head of Impact, Greg Murphy interviews Melanie Mendrys, Director of Brand and Marketing at Water.org on the following topics: How Ecofin supports Water.org History of Water.org and where they operate around the world The impact Water.org has on communities and breaking the cycle of poverty How Water.org uses donations to unlock affordable financing to help people in need get access to safe water and sanitation Future plans for Water.org in 2021 Download Transcript
In today's Ecofin Podcast, Managing Director Jerry Polacek discusses: The ambitious pledge expected in accordance with the Paris Climate Agreement Biden's plan to transition to a carbon free power sector by 2035 How executive orders on climate change can boost wind and solar projects Download Transcript
In this water podcast, Portfolio Manager Evan Lang discusses: The launch of a new futures contract tied to the Nasdaq Veles California Water Index (NQH2O) to gauge water scarcity The evolution of the water sector leading to new investment vehicles and record inflows in Q4 Near-term political and technology catalysts Download Transcript
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