Clean Tech Solutions at this point in the Cycle

Clean Tech Solutions at this point in the Cycle

As we have listened to quarterly corporate earnings calls for the second quarter, followed by meetings with many management teams over the course of the third quarter, one oft-repeated theme expressed is rising input costs, whether labor, freight, materials or components. Company management teams are also experiencing some commodity price pressures for materials such as copper, nickel and pockets of oil price challenges. This trend is reflected in the core consumer price index (CPI) which, while barely breaching 2.0% in its last print, is showing some signs of pricing pressures. Most of our companies…

Back to the Buggy Whip?

Back to the Buggy Whip?

Over the past few weeks, our President and the Administration have proposed rolling-back environmental initiatives in the form of a proposed new rulemaking for Federal CO2 and fuel economy standards, recommending freezing automotive efficiency targets between 2020 and 2026. Both the EPA and the NTSA are also submitting agency acts to revoke a California waiver that allows

Clean Slate Newsletter #8

Clean Slate Newsletter #8

If You Build It…

One of the most discussed topics of the pace of electric vehicle (EV) adoption is the supporting infrastructure.  As with many new technology roll-outs, the EV industry is faced with the proverbial chicken and egg quandary, or in this case, how can we get rapid EV adoption without a comprehensive electric vehicle charging network and vice-versa.   This issue is a key reason why Tesla…