


The Fossil Fuel Elections: Why the West’s Climate Plans Will be Stymied at the Ballot Box
October 30, 2023 By Adam Cotterill, Capstone Energy Analyst In the last few months, the drumbeat of the forthcoming US presidential election has begun its crescendo to the fever pitch it will reach in November 2024. Despite the relatively mooted cacophony surrounding...
Replaying the Trump Card: Exploring Implications of a Trump Second Act
October 9, 2023 By Thomas Dee, Capstone Head of Research and Strategy It’s time to consider the possibility that Donald Trump will be reelected to a second term in the White House. In many respects, such a scenario sounds implausible: only one other president...
Basel III and the Looming Threat to Tax Equity Market and Clean Energy Industry
October 2, 2023 By Thomas Dee, CFA, head of Financial Services, and Eric Scheriff, head of Global Energy The US bank regulators’ recent “Basel III endgame” proposal has drawn rebuke from nearly every corner of the financial services sector – a natural response to a...