Exploring a Biden Sequel
February 26, 2024 By Thomas Dee, Capstone’s Head of Research & Strategy Much of the political buzz recently has been about former President Trump—whether it’s been his $355 million civil fraud verdict, his criminal trial set for March, or his clean sweep of the...
More Art than Science? The Growing Influence of Politics in Carbon Accounting
January 29, 2024 By Josh Price, Capstone Energy Analyst Earlier this week, Christopher Nolan’s acclaimed movie Oppenheimer—which depicts the true story of the high-stakes Manhattan Project to develop the world’s first nuclear weapon—took home the most nominations for...
2024 Preview: Biden’s Battles Before the War
By Thomas Dee, CFA, Capstone’s Head of Research and Strategy Two policy stories will dominate 2024. The first, of course, is that 2024 is an election year. Biden will end 2023 with an average approval rating of 39%, the lowest of any of the last seven...
The Unstoppable IRA Wave: Why the Clean Energy Bill Will Withstand Repeal Efforts and other Challenges
By Eric Scheriff Introduction Capstone believes significant changes to IRA tax credits remain unlikely in any 2024 election scenario, even as Republican proposals to repeal key incentives created by the Inflation Reduction Act (IRA) become more common. The tax...
