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- Two Burgeoning Catalysts from COP26 By: Dhanush Arun November 16, 2021—Walking among the protests and the bustling meetings of the busy city centre in Glasgow earlier at the 2021 United Nations Climate Change Conference (COP26), I was struck by both the palpable sense of excitement and hope in the air that mixed in with a growing but healthy dose of scepticism. The […]Learn More
- Beyond Power: The Broadening Scope of Greenhouse Gas Policy By: Eric Scheriff October 19, 2021 — Capstone recently held meetings on the policies driving the energy transition with the Biden administration’s Secretary of Energy Jennifer Granholm, Congresswoman Lizzie Fletcher of Houston (D-TX), and sustainability-focused executives from several companies—including First Solar, Delta Airlines, Bloom Energy, Renewable Energy Group, and Hannon Armstrong. The takeaways from these […]Learn More
- EU to Prioritize Green Energy in Trans-European Regulation July 12, 2021 — Each month, Capstone’s EU Energy Team highlights impactful policy developments investors should pay attention to. Below, read an excerpt from the latest publication. EU “TEN-E” Rules to Phase Out Funding Oil and Gas; Exemptions for Malta and Cyprus GasCapstone believes the European Parliament will increase its emphasis on renewable energy when it […]Learn More
- WA State’s Low Carbon Fuel Standard a Harbinger of Things to Come May 18, 2021 — The Washington State Legislature passed HB 1091, legislation implementing a Clean Fuel Standard, on April 25th. The state’s market-based program is modeled after California’s Low Carbon Fuel Standard (LCFS) and signals a growing trend we believe will spread to other states. Washington will likely become the third state to enact a […]Learn More
- Biden Makes Fission Fashionable Again Through a Fuel-Neutral Clean Energy Standard April 20, 2021 – Capstone believes nuclear power producers would be an underappreciated beneficiary of President Biden’s proposed Energy Efficiency and Clean Electricity Standard (EECES)—a crucial part of the administration’s infrastructure plan, designed to achieve 100% clean energy by 2035. This note explores how the EECES could be structured and how the debate is likely […]Learn More
- Charts of the Month: SPACs, ERCOT, Medicare Advantage Reform, and CA Clean Energy Capstone’s Charts of the Month highlight regulatory, legislative, and policy-driven developments that investors should be paying attention to. All graphics were recently published in Capstone research.For more information on any issue, contact sales@capstonedc.com.In this edition: 1. SPACs: SEC Scrutiny Unlikely to Undermine Market; No Momentum for Impactful Legislation2. California’s Vision for 100% Clean Energy Will […]Learn More
- Charts of the Month: Cruises, Climate Change, and Credit Servicers Capstone’s Charts of the Month highlight regulatory, legislative, and policy-driven developments that investors should be paying attention to. All graphics were recently published in Capstone research. Learn More
