Article
May 8, 2026
What We Mean When We Say “Climate”
As climate language evolves, the underlying investment case is strengthening. This piece offers a framework for distinguishing narrative shifts from structural change—and why precision in how we describe these systems now matters more than ever.
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July 27, 2026
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Whitepaper
The Return of Energy Security: Why Competitiveness Is Becoming the Primary Driver of the Energy Transition
As energy security, industrial policy, and technological progress converge, Seth Kirkham explores why reliable electricity is becoming a defining source of economic competitiveness—and where investors may find opportunity as a result.
