Reinsurance is one of the least discussed but most important factors in the economics of renewable energy investment — and in 2026, the tightening of reinsurance capacity for climate-exposed risks is creating a hidden headwind for the green energy buildout that most clean energy investors have not fully priced. Understanding how reinsurance functions, why it … Read more
Renewable Energy Certificates are at the center of a heated debate in corporate sustainability in 2026 — one that matters directly to investors evaluating the credibility of company climate claims. Millions of businesses use RECs to report their electricity as “100% renewable,” but a growing body of research and regulatory attention questions whether RECs deliver … Read more
Offshore wind supply chain bottlenecks are no longer a secondary concern in the sector — they are the primary constraint determining which projects get built and which investors make money in 2026. Policy ambition is strong. The wind resource is vast. The technology works. The limiting factor is whether the ships, cables, ports, and factories … Read more
Rising interest rates and renewable energy stocks have had a painful relationship since 2022 — but in 2026, the picture is becoming more nuanced than the headline narrative suggests. Some clean energy equities have been genuinely impaired by higher rates. Others have proven far more resilient than critics expected. Understanding the difference is where the … Read more