by dennis | Oct 24, 2024 | Articles 2024, News & Analysis
Robert G. EcclesauthorFollow SustainabilityTenured Harvard Business School professor, now at Oxford University. Investment Thesis Demand for copper is going to increase dramatically between now and 2050 in order to achieve the needed energy transition. There is more...
by dennis | Oct 24, 2024 | Articles 2024, News & Analysis
Robert G. EcclesauthorFollow SustainabilityTenured Harvard Business School professor, now at Oxford University. Last month the Institute of International Finance (IIF) published a very thoughtful staff paper titled “Resetting the Debate on the Role of Private Finance...
by dennis | Oct 16, 2024 | Articles 2024, News & Analysis
Robert G. EcclesauthorFollow SustainabilityTenured Harvard Business School professor, now at Oxford University. Support for nuclear power is continuing to grow as more people recognize that it is a source of dependable, emissions-free energy. Recently, 14 of the...
by dennis | Oct 10, 2024 | Articles 2024, News & Analysis
Robert G. EcclesauthorFollow SustainabilityTenured Harvard Business School professor, now at Oxford University. For the past few years I have been following, writing about, and participating in the “ESG Culture Wars” in the U.S. There has been a great deal of...
by dennis | Oct 2, 2024 | Articles 2024, News & Analysis
Robert G. EcclesauthorFollow SustainabilityTenured Harvard Business School professor, now at Oxford University. It’s been a big year for nuclear energy in the U.S. The Department of Energy has allocated a large amount of capital to nuclear energy research and has...
by dennis | Sep 5, 2024 | Articles 2024, News & Analysis
Robert G. EcclesauthorFollow SustainabilityTenured Harvard Business School professor, now at Oxford University. This Spring I attended a private conference on the energy transition that was hosted by a major bank. There I learned more about small modular reactors...
by dennis | Aug 27, 2024 | Articles 2024, News & Analysis
Robert G. EcclesauthorFollow SustainabilityTenured Harvard Business School professor, now at Oxford University. Every big enterprise needs to talk about climate change. Even in the absence of final U.S. rules requiring disclosures (if they ever happen), Deloitte found...