Callaway Climate Insights

Callaway Climate Insights

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April 2025

The myth of the climate premium
For many Americans, climate certification means higher prices, lower quality
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Mark Hulbert
Canada's election opens up historic clean energy opportunity
Forget the 51st state. Mark Carney can take Canada to the top of the climate-fighting charts with smart leadership.
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David Callaway
Latin American stocks, including ESG shares, lead after first quarter
Despite trade rhetoric and climate hostility from the U.S., market is up
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Michael Molinski
Green Lights April 25: Top stories this week
Don't miss a single story from the best of Callaway Climate Insights.
China plays climate card as U.S. trade talk softens
Welcome to Callaway Climate Insights, your daily guide to global climate finance. Please enjoy, and share.
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David Callaway
Think the clean-energy tax credits are safe? Think again.
If push comes to shove, Republican lawmakers won’t cross Trump. They’ll rub SALT into a wounded IRA.
 • 
Bill Sternberg
IMF hangs gloomy U.S forecast on Earth Day
Happy Earth Day. Today marks 55 years since the first celebration under President Richard Nixon.
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David Callaway
Green Lights April 18: Top stories this week
Don't miss a single story from the best of Callaway Climate Insights.
Newsom emerges as Democratic resistance leader for climate
Welcome to Callaway Climate Insights, your daily guide to global climate finance.
 • 
David Callaway
Climate risk trading and the green growth vs oil value strategy
A long-short portfolio makes sense, but only in if the market gets rational about climate
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Mark Hulbert
BP shareholders challenge activist oil plan at shareholder meeting
Plus, Lucid deal soothes market concerns
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David Callaway
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