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Settling into a higher inflation world
It might be peak economic complacency, but the world seems to be settling into a period of “medium high” inflation. To be clear, I am...
Mar 143 min read


LGC Prices – structural change or trading volatility?
LGC prices have (finally) fallen below $30 per unit for the first time since the COVID era. At one point, prices actually dipped below...
Mar 144 min read


Trump and Climate Change
Much ink has already been spilled on the US election result and the implications for renewables and climate action. Much of this is...
Mar 144 min read
Lags
We generally try to be apolitical in the articles and insights we share in our newsletter. However, given our focus on renewable energy...
Mar 143 min read
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