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Rob Majteles @robmajteles.bsky.social · 3h

Impact weight all risk analysis. Act on that analysis. Or, get crushed by everything you are ignoring.

“The insurance crisis in the U.S. is the canary in the coal mine, and the canary is dead”

e360.yale.edu/features/cli...

How Climate Risks Are Putting Home Insurance Out of Reach

After years underestimating the risks posed by climate-fueled disasters, the U.S. home insurance industry is in turmoil. In vulnerable areas, rising insurance costs are upending housing markets and co...

e360.yale.edu

Rob Majteles @robmajteles.bsky.social · 3h

As climate challenges worsen, solutions get better. Deploy, deploy, deploy.

“World nearing 'crucial turning point' as clean energy outpaces power demand: Global renewable energy deployment keeps exceeding our expectations”

www.newsweek.com/world-nearin...

World nearing 'crucial turning point' as clean energy outpaces power demand

Energy research group Ember said the global surge in clean energy more than met demand for electricity and led to the first fall in fossil fuel use this year.

www.newsweek.com

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Rob Majteles @robmajteles.bsky.social · 3h

“If new compute investments aren’t getting us closer to AGI, then what’s the point?…while researchers are increasingly uncertain about how compute translates into capability improvements, Wall Street hasn’t fully woken up to this”

dcahn.substack.com/p/ai-capex-n...

AI CapEx Now Hinges on Deus ex machina

We are making great strides on AI adoption, but new investment is largely AGI focused. This is surprising, since luminaries have been walking back their timelines. And future science may be at risk.

dcahn.substack.com

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Rob Majteles @robmajteles.bsky.social · 3h

Turn hyperscaler data centers into grid assets, in exchange for speed to power, we all win. Turn them into grid liabilities, raising rates with no value in return, we all lose.

“Distributed energy resources can accelerate data center interconnection”

www.utilitydive.com/news/distrib...

Distributed energy resources can accelerate data center interconnection

Solutions that help local utilities find or create spare grid capacity by harnessing distributed energy resources could help bring more AI compute capacity online faster.

www.utilitydive.com

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Rob Majteles @robmajteles.bsky.social · 4h

“while headlines paint a dismal picture of efforts to rein in climate change, the numbers often tell a different story…[the] world [is] making unheralded progress in the fight to stem warming”

@hannahritchie.bsky.social

e360.yale.edu/features/han...

This Data Scientist Sees Progress in the Climate Change Fight

Countries are falling short on reducing emissions, but British data scientist Hannah Ritchie looks at the numbers and sees the world making real gains on climate change. In an interview, she talks abo...

e360.yale.edu

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Rob Majteles @robmajteles.bsky.social · 15h

“Climate risk supervision is now business-as-usual”

t.co/Ewdrp6KyUP?s...

ECB's Elderson: No stepping back on climate

The ECB will take a business-as-usual approach to climate risk management, but proposed changes to the CSRD could make that more difficult.

t.co

Rob Majteles @robmajteles.bsky.social · 18h

I know it’s become something of a sport among many who are pushing hard and well on the energy transition to grind on their negative views of @mzjacobson.bsky.social’s opinions of nuclear and other. But, he’s been far more right about the direction of travel, and for a long time, than most.

Mark Z. Jacobson @mzjacobson.bsky.social · 19h

Impressive. 5 more days straight with 100% WindWaterSolar on California ISO grid, making it 193 of 280 days in 2025

Gas down 18% v '24 & 37% v '23, replaced largely by solar & batteries

54.7% of all demand met by WWS

Demand down 1.7% v '24 & 1.1% v '23 due largely to growth of roof PV

Rob Majteles @robmajteles.bsky.social · 1d

Impact weight all risk analysis. Act on that analysis. Then, embed, as inseparable, because they are, the specifically defined and quanitifed strategic and financial impact goals that define a winning investment portfolio. Win. Repeat.

t.co/aYfdiQMLx6?s...

Reinvigorating impact investing with pragmatism, clarity and ambition

Healthy tensions have always existed in impact investing – for example, between investors with differing financial and impact goals. But the container that ...

t.co

1

Rob Majteles @robmajteles.bsky.social · 1d

None of this $1.1T utility spend is designed to meet energy demand by taking current woeful grid utilization rates higher. Why? Because utilities are NOT planning on investing $1.1T, they are planning on spending it for guaranteed returns paid for by massive rate hikes regardless of performance.

Rob Majteles @robmajteles.bsky.social · 1d

This is who America has decided to be now.

Donald Trump is an insatiably ignorant, violently corrupt, and insanely awful human being. He always has been. His supporters and enablers own this, all of it, and will for the rest of their days and beyond.

Fight back.

Rob Majteles @robmajteles.bsky.social · 2d

‘Utility Collapse’

“Is this moment for distributed energy different?”

podcasts.apple.com/us/podcast/o...

Is this moment for distributed energy different?

Podcast Episode · Open Circuit · 10/03/2025 · 1h 15m

podcasts.apple.com

Rob Majteles @robmajteles.bsky.social · 2d

The AI energy frenzy is causing us to miss a vital opportunity: hyperscalers are uniquely profitable customers, with negligible electricity costs/ROI, who would gladly turn data centers into grid assets vs liabilities for speed to power.

@douglewin.bsky.social @rewiringamerica.bsky.social

Rob Majteles @robmajteles.bsky.social · 2d

“The future is already here – it's just not evenly distributed.”

― William Gibson

Rob Majteles @robmajteles.bsky.social · 2d

When the ‘AI backlash’ comes, the particularly virulent form of it will be focused on utilities and the political support they’ve purchased to make their multidecade commitment to raising rates, no matter what, their only core competency.

Rob Majteles @robmajteles.bsky.social · 2d

yes

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Rob Majteles @robmajteles.bsky.social · 2d

“We, ignorant of ourselves,
Beg often our own harms, which the wise powers
Deny us for our good; so find we profit
By losing of our prayers.”

— William Shakespeare, Antony and Cleopatra

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Rob Majteles @robmajteles.bsky.social · 2d

A nation who was once committed to the greatest visions and myths of itself and its place in the world has inexplicably decided losing is better and that coddling every whiny idiot complaint of its most coddled citizens and companies is a great national strategy.

Discuss

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Rob Majteles @robmajteles.bsky.social · 2d

All investor math applied to AI is ‘mad’. This great discussion makes clear just how ‘mad’ the math has become:

“AI: Mad Maths?”

podcasts.apple.com/us/podcast/t...

AI: Mad Maths?

Podcast Episode · The Capital Cycle Podcast · 09/30/2025 · 21m

podcasts.apple.com

Rob Majteles @robmajteles.bsky.social · 3d

“When Will Companies Grasp the Cost of Climate Change? … assume physical climate risk is already mispriced. It's already in your portfolio…You’re sort of flying blind.”

time.com/7323198/comp...

When Will Companies Grasp the Cost of Climate Change?

Resilience is on the minds of many executives. But often companies are "flying blind" when it comes to the true cost of climate risks.

time.com

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Rob Majteles @robmajteles.bsky.social · 3d

“Climate risk buffer needed to mitigate banks' climate change losses: We know that the longer we delay the transition the more disorder [there] is going to be and also in the meantime, the systemic risk due to physical climate change is also growing.”

greencentralbanking.com/2025/10/02/c...

Climate risk buffer needed to mitigate banks' climate change losses, says nonprofit

It’s been 10 years since Canadian prime minister Mark Carney made his landmark speech on the tragedy of the horizons when he was governor of the Bank of

greencentralbanking.com

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Rob Majteles @robmajteles.bsky.social · 3d

“Transforming existing solar arrays to microgrids could generate revenue for many customers: You have to talk to people to help them understand what they’re paying for power and why…We’re in the demystifying business.”

pv-magazine-usa.com/2025/10/03/t...

Transforming existing solar arrays to microgrids could generate revenue for many customers

SolMicroGrid’s Kirk Edelman says the technology is there to be utilized if the tariffs – and Washington – will allow.

pv-magazine-usa.com

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Rob Majteles @robmajteles.bsky.social · 3d

😉

Rob Majteles @robmajteles.bsky.social · 3d

yes … in various ways

Rob Majteles @robmajteles.bsky.social · 4d

I spend some time with investors who tell me they are ‘finance focused’ and ‘don’t do impact’. Then, we look at their portfolios and climate risks are everywhere, and ignored, in their supposedly rigorous financial analysis.

You might not ‘do impact’, but impact is doing you.

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Rob Majteles @robmajteles.bsky.social · 4d

It’s ok to be excited about all of the great things possible for humanity now, like the wonderful gift of heatpumps.

“A switch to heat pumps is crucial for health finds new research”

www.renewableenergymagazine.com/miscellaneou...

A switch to heat pumps is crucial for health finds new research

Replacing a gas boiler or wood stove with a heat pump slashes the related air pollution, new research from the European Heat Pump Association (EHPA) reveals.

www.renewableenergymagazine.com

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