Strategic Insights
The Eight Deadly Sins of Analyzing the Energy Transition
The renewable revolution is advancing at remarkable speed. In fact, the speed of the renewable revolution has defied many leading energy commentators who have continuously underestimated its true trajectory. They have suffered from what statisticians call a systematic bias, that is, an error that…
Emergence strategy in Action: Lodha drives sustainable real estate development in India
Case study: How one of India’s biggest real estate developers became a systems leader in green building.
Reality Check: The IEA Busts 10 Myths about the Energy Transition
There is as much naysaying about the clean energy transition as there are ways to accelerate it. The excuses spread by detractors, pessimists, and companies trying to protect their polluting businesses abound: “Wind and solar take up too much land. We don’t have enough critical minerals. The transition to clean…
Emergence Strategy in Action: Gogoro Seizes Opportunity in the Transition to Sustainable Mobility
This is the first in a series exploring emergence strategy. For related case studies, click here. How did Gogoro go from stealth startup to being the largest worldwide provider of light EV battery swapping — all in a little over a decade? The company, which vastly simplifies the charging…
The EV Revolution in Five Charts and Not Too Many Numbers
The exponential growth of electric vehicles marks the end of the ICE age, putting half of oil demand at risk
