Sitemap - 2025 - Callaway Climate Insights

Green Lights May 2: Top stories this week

First Solar leads earnings selloff as tariffs start to bite

The myth of the climate premium

Canada's election opens up historic clean energy opportunity

Latin American stocks, including ESG shares, lead after first quarter

Green Lights April 25: Top stories this week

China plays climate card as U.S. trade talk softens

Think the clean-energy tax credits are safe? Think again.

IMF hangs gloomy U.S forecast on Earth Day

Green Lights April 18: Top stories this week

Newsom emerges as Democratic resistance leader for climate

Climate risk trading and the green growth vs oil value strategy

BP shareholders challenge activist oil plan at shareholder meeting

Green Lights April 11: Top stories this week

A new obstacle to the AI data center rush

Zeus: Whistling past the 'beautiful black coal' industry graveyard

Head fakes and headline risk: A guide to the new era in stock trading

As attack on climate starts to bite, private market eyes opportunity

Green Lights April 4: Top stories this week

Renewables, data center plans, caught in new Trump bear market

What Tesla’s fall from grace can teach investors

Liberation Day anything but for climate investors

Larry Fink on how to invest in clean energy without saying climate

Green Lights March 28: Top stories this week

In month of historic pivot points, clean energy at crossroads

Trump administration takes a swing at Chinese golf carts

Why Heathrow's closure won't be the last electricity emergency

Trump’s threats, climate change ignite debate over alternatives to Panama Canal

Green Lights March 21: Top stories this week

Buying the dip in cooling stocks as heat steadily rises

Why some Republicans want to keep a key part of the Inflation Reduction Act

The folly of investing in Russian peace talks

Happy St. Patrick’s Day as Callaway Climate Insights turns 5

Green Lights March 14: Top stories this week

Why business shouldn't celebrate the gutting of the EPA

Zeus: The great climate retreat spreads to Europe

The oil party in Houston is missing one key guest - oil prices

Canada's Carney and the climate line of last defense

Green Lights March 7: Top stories this week

How Trump's Greenland gameplan hinges on climate change

How the stock market prices climate risk in red, blue states may surprise you

Weather startup helps NWS after DOGE layoffs shut operations

Banks find downside of climate retreat as clients revolt

Green Lights Feb. 28: Top stories this week

Nvidia effect spreading to energy providers as AI theme stalls

Big Oil’s direct air capture plans caught up in Trump spending freeze

Nuclear power in Europe gains promise in German election

How Trump tariffs could threaten Latin America’s climate efforts

Green Lights Feb. 21: Top stories this week

Bank sets climate battle back 20 years - literally

How - and why - markets will take over the U.S. climate battle

Whatever you call them, Ukraine peace talks have awakened markets

Green Lights Feb. 14: Top stories this week

California residents to bear $1 billion of costs of LA fires

Zeus: Climate disclosure's new era

Foreign EV makers pile pressure on Tesla as U.S. backs off

BP's days as a green(ish) oil company numbered

Green Lights Feb. 7: Top stories this week

TPG solar deal brightens outlook for beat up renewable sector

The real reason climate stocks lag the market

Insurers raise cry for help as climate disasters pile up in U.S., Europe

Why Donald Trump hates wind power

Green Lights Jan. 31: Top stories this week

Fed's Powell clarifies climate group exit, denies politics as Trump attacks

Federal funding pause, if not a bluff, could be a Lehman moment

Trump, China face off in Ecuador elections

Green Lights Jan. 24: Top stories this week

Trump freeze on charging station funds may be death knell for some

A contrarian take on carbon capture

On day of 'shock and awe,' LA wildfire insults set Trump climate tone

LA fires are Watch Duty app's CNN moment

A contrarian take on clean energy investments over the next four years

Trudeau's departure sets Canada on ominous climate course

Six stories that will set the pace for climate investors in 2025