"This heavy bias toward solar and wind is typical of renewable energy investments worldwide. Increasingly, though, the energy transition is creating new investment opportunities that could become significant asset classes in their own right."

"Redwood Materials, a battery recycler created by Tesla cofounder JB Straubel, says it’s more than tripling the size of its operations in Nevada and will spend 'hundreds of millions' to scale up recovery of lithium, cobalt, nickel and other commodity metals it sells to makers of lithium-ion batteries for electric vehicles."

"General Motors plans to boost its cumulative investment in electric and autonomous vehicles to $35 billion from 2020-2025, a significant jump from a $27 billion target."

"According to the International Energy Agency (IEA), Taiwan generates 46 percent of its electricity with coal. Though it now has an objective to eliminate emissions by 2050, Taiwan used more coal-fired power from 2015 through 2019 than in any other five-year stretch in its history, setting a coal-generation record of 131 terawatt-hours in 2018."

"Hydrogen has key advantages. One is that it can be used in modified versions of existing power plants and other machinery designed to run on coal, gas or oil. That will help countries avoid scrapping billions of dollars of legacy assets as they transition to a new-energy future."

"New industry data shows the first three months of 2021 saw the addition of over 5 gigawatts of new U.S. solar power generating capacity, the largest first quarter ever."

"A breadth of solutions is needed to remove carbon emissions, such as hydrogen, sustainable bioenergy and various approaches to reducing and reusing the energy consumed in our homes, offices and factories. Carbon capture and storage (CCS) will play a significant role as well."

"Canada’s TC Energy Corp. and the Albertan provincial government said Wednesday they would scuttle the Keystone XL oil pipeline project, bringing to an end a yearslong controversy over an effort to pipe more Canadian crude to the U.S."

"Allbirds is so committed to changing the industry that in 2020 it announced it would team up with competitor adidas to produce a running shoe with the lowest possible carbon footprint in the industry."

"Tyson Foods announced this morning that it will strive to achieve net-zero greenhouse gas emissions across its global operations and supply chain by 2050."