As negotiations for a global plastics treaty continue, some questions have arisen over whether/how this agreement should take trade into account.

Our piece on why the globalized and interconnected nature of monomer & polymer markets make trade provisions a necessity: ieefa.org/resources/tr...

Tariffs are shaking energy markets. Some thoughts on what this means — and why this is only *part* of the fossil fuel sector's problems today

ieefa.org/resources/oi...

Remarkable comments from fossil fuel producers in the Dallas Fed's energy sector survey:

(www.dallasfed.org/research/sur...)

So BP's in the news for walking back its climate commitments — and it's not exactly surprising. Here's what I wrote back in October, as the company telegraphed its rollback...

ieefa.org/resources/bp...

Climate action is facing political opposition around the world. So is this a saving grace for the traditional energy sector?

My thoughts today in the @financialtimes.com's @sustainableviews.bsky.social:

www.sustainableviews.com/fossil-fuels...

In wake of the invasion of Ukraine/emergence from Covid, fossil fuel companies turned in a few high-performing quarters.

Going into 2024, they told investors that the good times were here to stay.

So how has it worked out? My latest for IEEFA:

ieefa.org/resources/an...

So the DOE’s long-awaited LNG export study is out. Some things that stood out to me on first read… (1/n)

www.energy.gov/sites/defaul...

Enjoying a great conversation with Arnab over at the Other Place...

x.com/ConnorPChung...

The @arnabdatta.bsky.social climate politics op-ed is well worth reading, regardless of what one agrees/disagrees with. But very puzzled by a few of its empirical claims — eg LNG exports actually raise domestic prices and volatility, not lower them as implied.

Analysts and investors have long described BP as an industry leader on climate. If this is how the best-in-class are behaving, probably time to revisit assumptions about the sector’s good faith.

My latest for IEEFA:

ieefa.org/resources/bp...

Investors have traditionally seen engagement and divestment as mutually exclusive.

But what if there's more nuance to the story? What if they can be partners not rivals when it comes to mitigating risk & driving change? New from me for IEEFA:

ieefa.org/resources/en...

Thanks @davidrvetter.bsky.social for a great piece!

I wondered if this was consistently true across time periods and it mostly is:

See chart attached showing rolling five-year performance, with only a brief post energy-crisis period where fossil stocks did better than the rest

How is the energy transition impacting equity markets? As climate risk materalizes, what does that mean for the billions and billions that investors have bet on fossil fuels?

Our new report, out today from IEEFA: ieefa.org/resources/pa...

(Enjoy, EnergySky and ClimateSky friends 🔌💡!)

A little review I wrote of Erika Thompson's Escape from Model Land — an excellent book about what happens when mathematical modeling meets the real world:

blogs.lse.ac.uk/lsereviewofb...

Sharing here in case anyone's interested: The Harvard Center for History and Economics is launching a new interdisciplinary collaboration trying to understand the "why" behind sites of globally-important methane emissions.

I'm on the editorial board, and would love to hear y'all's thoughts!