Our April 24 Boston Security Analysts Society lunch session on the Electrification of Transportation explored the potentially disruptive impact to multiple industries of the electrification of transportation. The internal combustion engine was – literally – the economic engine for much of the 20th century, so the far-reaching impact of a change is hardly surprising. Our [...]
Electrification of automobile transportation in the United States presents an economic opportunity that is both large in scope and potentially hugely disruptive to multiple industries that are mainstays in most investors’ portfolios. How would our traditional view of the auto industry, its manufacturing supply chain, utilities and even petroleum change if electrification of transportation proceeded [...]
A just-published study by two University of California researchers concludes that there is a noticeable and statistically significant impact on stock price for companies who voluntarily disclose information on greenhouse gas emissions. This is an encouraging finding for investors who believe that such sustainability-related information is important and material in evaluating companies’ future prospects. Despite [...]
Buildings consume 40% of the energy used in the United States, with commercial buildings accounting for just under half (18%) of that total. 2/3 of the energy is used in the building systems (HVAC, lighting, water). Energy efficiency improvement projects in existing buildings generally show very favorable return on investment, often with shorter payback periods [...]
