Geothermal energy investment is surging in 2026 in a way that would have seemed implausible just five years ago — and the reasons matter for every investor following the clean energy transition. Financing for next-generation geothermal reached nearly $2.2 billion in 2025, according to IEA analysis, and Fervo Energy’s IPO in early 2026 demonstrated that … Read more
Smart grid infrastructure investment is the unglamorous but essential backbone of the entire clean energy transition in 2026 — and it is attracting capital at a scale that has no precedent in the history of energy infrastructure. The reason is straightforward: every other part of the energy transition depends on it. Renewable energy that can’t … Read more
Solar energy grid integration is the defining challenge — and investment opportunity — of the renewables sector in 2026. The generation problem is largely solved. Solar is now the cheapest source of new electricity in most of the world, and the US alone is on track to add 43.4 GW of utility-scale solar this year, … Read more
Green bonds financing the electricity grid upgrade are one of the most significant — and most overlooked — investment opportunities in sustainable fixed income right now. Renewable energy is winning the generation battle. The problem is getting that electricity where it needs to go. And the infrastructure gap is colossal. The global grid — the … Read more