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Climate Knowledge Initiative

Climate Knowledge Initiative
  • Topics
    • Biofuels
    • Cement
    • Carbon Capture
    • AI Data Centers
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    Key Topics to Explore
    Steel Picture Image from Freepik

    Bridging the Climate Knowledge Gap

    In 2025, global climate investment topped $2.3 trillion, yet emissions continue to grow. The International Energy Agency estimates it will take triple that number to achieve net-zero. These costs imply massive opportunities, but business and financial decision-makers often rely on incomplete or biased climate information. As a result, the allocation of capital to impactful decarbonization solutions is fragmented, slow, and ultimately both inefficient and insufficient.

    The Climate Knowledge Initiative translates rigorous analysis into actionable insights and helps build consensus among key decision-makers, while unapologetically flagging where business and public interests diverge. Our goal is to drive capital, talent, and innovation toward investable and scalable decarbonization solutions.​

    Explore freely available technology deep dives, business case studies, and key insights.

    CKI AI Data Center Landing Image

    AI Data Centers

    Artificial intelligence is reshaping the global economy and the energy system that powers it. By 2030, AI data centers could consume nearly 1,000 TWh per year, ~3% of world demand.

    • Read More
    Biofuels Landing Photo Image

    Biofuels

    Biofuels have a key role in the global decarbonization journey; in a 2050 Net Zero scenario, biofuels could abate up to 1 Gt global emissions.
    • Read More
    CKI Cement Photo Image

    Cement

    The cement sector scopes 1 and 2 emissions account for around 5-8% of total global CO2e emissions​, and have more than doubled since 2000. Clinker production accounts for over 80% of those emissions.

    • Read More
    Carbon Capture Landing Image

    Carbon Capture

    Carbon capture, utilization, and storage (CCUS) is a critical technology for addressing climate change. It involves capturing carbon dioxide (CO₂) from industrial facilities or directly from the atmosphere through direct air capture (DAC), followed by its utilization or secure storage.

    • Read More
    CBS Landing Image

    Energy Storage

    Developments in batteries and other energy storage technology have accelerated to a seemingly head-spinning pace recently — even for the scientists, investors, and business leaders at the forefront of the industry.

    • Read More
    CKI Geothermal Landing Page Image

    Geothermal

    With ~16 GW installed, conventional geothermal electricity supplies less than 1% of global power today, yet its resource potential exceeds global electricity demand more than 140 times.

    • Read More
    Climate Knowledge Initiative - Minerals Landing Banner Image

    Minerals

    Demand for critical minerals is growing as the world shifts toward renewables and other innovations in the energy transition.

    • Read More
    Climate Knowledge Initiative Nuclear Image

    Nuclear

    Nuclear energy use has decreased from its peak of 17% to 9% today, and deployments have moved from Europe and the United States to India and China. Nuclear is expected to generate 7% to 11% of global electricity by 2050, growing capacity 1.5 to 3x.
    • Read More
    CKI Solar Landing Image

    Solar

    Widespread deployment of solar energy production can abate 5.5 to 10 gigatonnes of CO2e by 2050 in select subsectors, including 24% to 43% of power and heat, depending on the transition scenario.​

    • Read More
    Sustainable Proteins Landing Image

    Sustainable Proteins

    The challenge of decarbonizing the world’s food production systems comes with an unsavory combination of trends: Though the global production of food generates 21% of global greenhouse gas emissions (even without accounting for transportation, packaging, or refrigeration), this massively important and carbon-intensive sector receives a paltry 3% of total global climate investment.
    • Read More
    CBS Landing Image

    Steel

    The steel sector is responsible for around 10% of global CO2e emissions, which have doubled since 2000. The majority of these emissions come from the carbon-intensive coke oven, iron furnace, and steel furnace stages of production.

    • Read More
    Offshore Wind Landing Image

    Wind

    Wind turbines are hardly the buzziest of clean technologies. After all, rudimentary versions of these systems, which capture kinetic energy from airflows and convert a portion of it into electric energy, were the earliest competitive form of renewable electricity.

    • Read More
    Latest Insights
    CKI Climate Photo Image from Freepik
    Climate Knowledge Initiative
    Date
    April 10, 2026
    mining minerals
    Climate Knowledge Initiative

    Mining for the Energy Transition

    Securing the supply of key minerals is mission critical for the clean energy transition.Minerals Deck PPTMinerals Deck PDF
    • Read more about Mining for the Energy Transition about Mining for the Energy Transition
    Climate and Sustainability, Climate and Technology, Climate Knowledge Initiative
    Date
    March 10, 2026
    geothermal power plant
    Climate and Sustainability, Climate and Technology, Climate Knowledge Initiative

    Geothermal Energy: Five Key Insights from Industry Leaders

    Geothermal is a proven, clean source of baseload power. Yet despite decades of operational success, it accounts for less than 1% of global electricity generation. That's about to change.Conventional hydrothermal systems are ready to deploy today, and next-generation technologies like enhanced geothermal systems (EGS), closed-loop systems, and superhot geothermal will unlock heat resources beyond naturally occurring reservoirs, dramatically expanding geothermal potential.With federal support in the United States and unprecedented private investment, we've entered geothermal's breakout decade.Geothermal Power Deck (PDF)Geothermal Heating & Cooling Deck (PDF)
    • Read more about Geothermal Energy: Five Key Insights from Industry Leaders about Geothermal Energy: Five Key Insights from Industry Leaders
    Climate and Finance, Climate and Policy, Climate and Solutions
    Date
    January 23, 2026
    Data center and wind turbines
    Climate and Finance, Climate and Policy, Climate and Solutions

    The Race to Power Data Centers

    The power-hungry data centers that train large AI models are driving investments in electricity generation. Whether this locks in new fossil fuel capacity for decades to come or propels the energy transition will depend on how fast developers can deliver new clean electrons.Download Deck (PDF)Download Deck (PPT)
    • Read more about The Race to Power Data Centers about The Race to Power Data Centers
    Climate and Solutions, Climate and Sustainability, Climate and Technology, Climate Knowledge Initiative
    Date
    November 20, 2025
    Shutterstock Photo Image of Biofuel gas
    Climate and Solutions, Climate and Sustainability, Climate and Technology, Climate Knowledge Initiative

    Biofuels as an interim solution for hard-to-electrify sectors

    Biofuels are uniquely positioned to help stopgap emissions in the sectors that cannot yet easily be electrified like aviation, maritime shipping, heavy trucking, and industrial heat, while emerging technologies become ready for widespread industrial-scale commercial deployment. Already a $100 billion industry in the U.S. and growing 8 percent annually, they offer an immediate, plug-in substitute for fossil fuels that works with existing infrastructure.Biofuels Deck (PDF)Biofuels Deck (PPT)
    • Read more about Biofuels as an interim solution for hard-to-electrify sectors about Biofuels as an interim solution for hard-to-electrify sectors
    Climate and Policy, Climate and Solutions, Climate and Sustainability, Climate and Technology, Climate Knowledge Initiative
    Date
    November 07, 2025
    DRAX POWER STATION, YORKSHIRE, UK
    Climate and Policy, Climate and Solutions, Climate and Sustainability, Climate and Technology, Climate Knowledge Initiative

    Carbon Capture's ‘Yes, and’ Role in Climate Action

    Why the future of industrial decarbonization hinges on getting carbon capture economics right.Download Deck PPTDownload Deck PDF
    • Read more about Carbon Capture's ‘Yes, and’ Role in Climate Action about Carbon Capture's ‘Yes, and’ Role in Climate Action
    Climate and Policy, Climate and Solutions, Climate and Sustainability, Climate and Technology, Climate Knowledge Initiative
    Date
    October 10, 2025
    Climate Week 2025 panel
    Climate and Policy, Climate and Solutions, Climate and Sustainability, Climate and Technology, Climate Knowledge Initiative

    Hard to Abate, Impossible to Ignore: How Green Steel and Low-Carbon Cement Are Cleaning Up Heavy Industry

    One panel in Columbia Business School’s Climate Week lineup convened experts and practitioners from heavy industry to share what’s working as they push forward toward decarbonization. In doing this, the panel discussion reflected the larger mission of CBS’s Climate Knowledge Initiative. 
    • Read more about Hard to Abate, Impossible to Ignore: How Green Steel and Low-Carbon Cement Are Cleaning Up Heavy Industry about Hard to Abate, Impossible to Ignore: How Green Steel and Low-Carbon Cement Are Cleaning Up Heavy Industry
    Climate and Sustainability, Climate and Technology, Climate Knowledge Initiative
    Date
    September 23, 2025
    Nuclear power plant
    Climate and Sustainability, Climate and Technology, Climate Knowledge Initiative

    Reenergizing Nuclear Power: Key Insights from Industry Leaders

    Nuclear power is safe, clean, and dispatchable. Yet, it's experiencing a paradox: while public support is at a record high, deployment remains stagnant. From extending the lives of existing large reactors to developing cutting-edge small modular reactors (SMRs) and fusion technology, different pathways promise to unlock nuclear's potential. What will it take to reenergize the industry, and which approach offers the best path forward?Download PDFDownload PPT
    • Read more about Reenergizing Nuclear Power: Key Insights from Industry Leaders about Reenergizing Nuclear Power: Key Insights from Industry Leaders
    Climate and Finance, Climate and Policy, Climate Knowledge Initiative
    Date
    September 10, 2025
    Solar panels and wind turbines
    Climate and Finance, Climate and Policy, Climate Knowledge Initiative

    Early Investment in Decarbonization Can Help Save Trillions in Climate Costs

    A net-zero world by 2100 is likely inevitable, but the next decade will be critical for securing a livable future.Download Deck (PPT)Download Deck (PDF)
    • Read more about Early Investment in Decarbonization Can Help Save Trillions in Climate Costs about Early Investment in Decarbonization Can Help Save Trillions in Climate Costs
    Climate and Policy, Climate and Solutions, Climate and Sustainability, Energy, Solar
    Date
    August 14, 2025
    An engineer inspecting solar panels
    Climate and Policy, Climate and Solutions, Climate and Sustainability, Energy, Solar

    China’s Phase-Out of Solar Feed-in Tariffs Is a Sign of a Mature Sector, Not a Waning One

    China’s Solar PV installations dropped 85 percent in June after a planned subsidy phase-out. But far from a retreat from renewables, the country's energy policy reforms reflect an increasingly mature and competitive solar industry. Download Deck PDFDownload Deck PPT
    • Read more about China’s Phase-Out of Solar Feed-in Tariffs Is a Sign of a Mature Sector, Not a Waning One about China’s Phase-Out of Solar Feed-in Tariffs Is a Sign of a Mature Sector, Not a Waning One
    Carbon, Climate and Policy, Climate Knowledge Initiative, Elections, Energy
    Date
    July 16, 2025
    US Capitol building
    Carbon, Climate and Policy, Climate Knowledge Initiative, Elections, Energy

    America's Clean Energy Transition Will Continue Despite the One Big Beautiful Bill Act

    While the OBBBA guts renewable energy incentives, undercuts US manufacturing, and hands a long-term advantage to China, economics will continue to drive clean energy growth.Download PDFDownload PPT
    • Read more about America's Clean Energy Transition Will Continue Despite the One Big Beautiful Bill Act about America's Clean Energy Transition Will Continue Despite the One Big Beautiful Bill Act
    Climate and Solutions, Climate and Technology, Climate Knowledge Initiative, Solar
    Date
    June 11, 2025
    Workers installing solar panels
    Climate and Solutions, Climate and Technology, Climate Knowledge Initiative, Solar

    Trump Wants U.S. Energy Dominance; Solar Is the Way to Get There

    Despite the administration’s push for fossil fuels, solar is faster, cheaper, more stable, and increasingly American-made. Here’s why it’s the smartest path to true energy leadership.
    • Read more about Trump Wants U.S. Energy Dominance; Solar Is the Way to Get There about Trump Wants U.S. Energy Dominance; Solar Is the Way to Get There
    Climate and Solutions, Climate Knowledge Initiative, Food Systems
    Date
    May 23, 2025
    A cow on a farm
    Climate and Solutions, Climate Knowledge Initiative, Food Systems

    Decarbonizing Protein: Three Levers That Could Transform the Industry

    The global food sector produces over a fifth of greenhouse gas emissions, but receives just 3% of climate investment. A CKI workshop reveals the top strategies experts agree could reshape how we produce protein, cut emissions, and meet rising demand.
    • Read more about Decarbonizing Protein: Three Levers That Could Transform the Industry about Decarbonizing Protein: Three Levers That Could Transform the Industry
    Business and Society, Climate and Solutions, Climate and Technology, Energy, Energy Solutions, Solar
    Date
    March 24, 2025
    Solar rooftop panels in Texas
    Business and Society, Climate and Solutions, Climate and Technology, Energy, Energy Solutions, Solar

    How States Like Texas Are Driving the Clean Energy Boom in the Trump Era

    Despite federal rollbacks, both red and blue states are using federal and state incentives to drive investment and upgrade energy infrastructure.Download Deck PDFDownload Deck PPT
    • Read more about How States Like Texas Are Driving the Clean Energy Boom in the Trump Era about How States Like Texas Are Driving the Clean Energy Boom in the Trump Era
    Climate and Solutions, Climate and Technology, Energy, Energy Solutions, Energy Transition, Wind
    Date
    March 11, 2025
    Solar panels and wind power generation equipment
    Climate and Solutions, Climate and Technology, Energy, Energy Solutions, Energy Transition, Wind

    Can Wind Energy Compete? Three Key Takeaways on Its Future

    Wind energy has long been a cornerstone of the renewable energy sector, yet it faces increasing competition from solar power, supply chain disruptions, and shifting global policies. Here are three critical forces shaping the future of wind energy.Explore the Full "Wind Energy" Deck (PDF)Explore the Full "Wind Energy" Deck PPT
    • Read more about Can Wind Energy Compete? Three Key Takeaways on Its Future about Can Wind Energy Compete? Three Key Takeaways on Its Future
    Battery, Climate and Solutions, Climate and Technology, Energy, Energy Solutions, Energy Storage Systems
    Date
    March 05, 2025
    Battery storage array at a power plant in the Palm Springs desert.
    Battery, Climate and Solutions, Climate and Technology, Energy, Energy Solutions, Energy Storage Systems

    The Future of Energy Storage: Five Key Insights on Battery Innovation and the Clean Energy Shift

    Breakthroughs in battery technology are transforming the global energy landscape, fueling the transition to clean energy and reshaping industries from transportation to utilities. With demand for energy storage soaring, what’s next for batteries—and how can businesses, policymakers, and investors keep pace? Explore the Full "Energy Storage" Deck (PDF) Explore the Full "Energy Storage" Deck (PPT)
    • Read more about The Future of Energy Storage: Five Key Insights on Battery Innovation and the Clean Energy Shift about The Future of Energy Storage: Five Key Insights on Battery Innovation and the Clean Energy Shift
    Climate and Solutions, Energy, Solar
    Date
    October 04, 2024
    A worker installing solar panels
    Climate and Solutions, Energy, Solar

    Scaling Solar for a Renewable Energy Future: Key Challenges and Opportunities

    As the world rushes toward a net-zero future, the experiences of Wendy De Wolf '18, co-founder of East Light Partners, underscore the opportunities and obstacles in scaling renewable energy and making solar power a dominant force in global energy production.Download Deck PDFDownload Deck PPT
    • Read more about Scaling Solar for a Renewable Energy Future: Key Challenges and Opportunities about Scaling Solar for a Renewable Energy Future: Key Challenges and Opportunities
    Climate and Solutions
    Date
    October 04, 2024
    CKI cement workshop
    Climate and Solutions

    Decarbonizing Cement: Six Key Points from Industry Leaders

    Industry leaders are tackling cement decarbonization to reduce emissions. Columbia Business School shares practical solutions shaping the future of construction.Explore the Full "Decarbonizing Cement" Deck (PDF)Explore the Full "Decarbonizing Cement" Deck (PPT)
    • Read more about Decarbonizing Cement: Six Key Points from Industry Leaders about Decarbonizing Cement: Six Key Points from Industry Leaders
    Climate and Policy, Climate and Solutions, Climate and Sustainability, Energy
    Date
    February 29, 2024
    CKI Steel workshop
    Climate and Policy, Climate and Solutions, Climate and Sustainability, Energy

    Decarbonizing Steel: Four Key Points from Industry Leaders

    During a recent workshop at Columbia Business School, experts addressed the challenge of soaring emissions, highlighting the urgent need for a comprehensive transformation across the industry.Explore the Full "Decarbonizing Steel" Deck (PDF)Explore the Full "Decarbonizing Steel" Deck (PPT)
    • Read more about Decarbonizing Steel: Four Key Points from Industry Leaders about Decarbonizing Steel: Four Key Points from Industry Leaders
    Featured Articles
    CKI Climate Photo Image from Freepik
    Climate and Policy, Climate and Solutions, Climate and Sustainability
    Date
    November 17, 2025
    Shutterstock Photo Image
    Climate and Policy, Climate and Solutions, Climate and Sustainability

    How to Measure Climate Progress

    Ending reliance on oil, coal, and gas, and embracing technologies that will only improve and become cheaper over time, is not just smart climate policy. It is the best way to improve economic competitiveness and human prosperity for decades to come.
    • Read more about How to Measure Climate Progress about How to Measure Climate Progress
    Climate and Solutions, Climate Knowledge Initiative, Steel
    Date
    September 26, 2025
    Worker building with steel
    Climate and Solutions, Climate Knowledge Initiative, Steel

    Getting to Greener Steel

    Coalbed methane is an underappreciated problem of global steel production. While cutting methane emissions in the steel supply chain will not produce green steel overnight, it could reduce the sector’s emissions by the equivalent of a billion tons of carbon annually, and at little cost.
    • Read more about Getting to Greener Steel about Getting to Greener Steel
    Climate and Policy, Climate and Solutions, Climate and Technology
    Date
    August 11, 2025
    Worker building photovoltaic solar panel system on rooftop of house.
    Climate and Policy, Climate and Solutions, Climate and Technology

    Climate Security Is Energy Security

    If political conditions in the United States and elsewhere require a rebranding of technologies formerly known as “climate tech,” so be it. The larger economic, technological, and geopolitical forces propelling everyone toward cleaner energy remain as strong as ever.
    • Read more about Climate Security Is Energy Security about Climate Security Is Energy Security
    Climate and Policy, Climate and Solutions, Climate and Technology, Elections, Politics, Social Impact
    Date
    January 22, 2025
    March in Washington for climate
    Climate and Policy, Climate and Solutions, Climate and Technology, Elections, Politics, Social Impact

    The Climate Policy Pendulum

    Although US President Donald Trump and his fellow Republicans give climate advocates plenty to worry about, all hope is not lost. Clean-energy technologies still have decisive physical advantages over the alternatives, and economic common sense will eventually win out.
    • Read more about The Climate Policy Pendulum about The Climate Policy Pendulum

    How does a multinational become a B Corp?

    Authors
    Gernot Wagner
    Date
    July 29, 2025
    Format
    Newspaper/Magazine Article
    Publication
    Financial Times

    Danone’s story of looking for a larger purpose beyond short-term profits seemed to come to an ignominious end in 2021. The then-chief executive Emmanuel Faber was removed by the board of directors following pressure from activist investors who claimed that prioritising environmental, social and governance issues hurt the company’s financial returns.

    Read More about How does a multinational become a B Corp?

    Who pays for cutting carbon out of making cement?

    Authors
    Gernot Wagner
    Date
    May 20, 2025
    Format
    Newspaper/Magazine Article
    Publication
    Financial Times

    At a recent Columbia Business School gathering focused on cement decarbonisation, Maher Al-Haffar, chief financial officer at Cemex, one of the world’s largest cement companies, had a message for his peers: “There’s a misconception that for any emitting industry, the cost of transition is value-destructive to shareholders,” he said. “In our industry, we actually think it’s value-creating.”

    Read More about Who pays for cutting carbon out of making cement?

    Business school teaching case study: How can Ørsted overcome its US challenges?

    Authors
    Gernot Wagner
    Date
    March 11, 2025
    Format
    Newspaper/Magazine Article
    Publication
    Financial Times

    Ørsted has replaced its chief executive, as the world’s largest offshore wind developer seeks to boost its share price and deal with the impact of the Trump administration’s energy policies on its US expansion plans.

    Read More about Business school teaching case study: How can Ørsted overcome its US challenges?

    Business school teaching case study: how should solar-panel makers respond to falling prices?

    Authors
    Gernot Wagner
    Date
    February 11, 2025
    Format
    Newspaper/Magazine Article
    Publication
    Financial Times

    Solar panels have become so cheap so quickly, that they have gone from curiosity to commodity in less than four decades.

    The global glut means panels have fallen in price dramatically, leading to widespread proliferation. They are sometimes considered cheap enough to be used as an alternative material for garden fencing; in some locations, new panels enable households to sever their connection to the grid.

    Read More about Business school teaching case study: how should solar-panel makers respond to falling prices?
    Case Studies
    CKI Climate Photo Image from Freepik

    Wagner, Gernot. “Marvel Fusion” Columbia CaseWorks #260304 (25 September 2025).

    View Case Study

    Wagner, Gernot. “Danone: Redefining Corporate Responsibility” Columbia CaseWorks #250314 (14 May 2025).

    View Case Study

    Usher, Bruce, and Gernot Wagner. “LONGi and the Green Hydrogen Opportunity” Columbia CaseWorks #250313 (6 May 2025).

    View Case Study

    Usher, Bruce, and Gernot Wagner. “LONGi: Facing Strategic Challenges in the Solar PV Sector” Columbia CaseWorks #250311 (26 February 2025).

    View Case Study

    Wagner, Gernot. “Vehicle-to-Grid Technology and Network Effects” Columbia CaseWorks #250310, 24 February 2025.

    View Case Study

    Usher, Bruce, and Gernot Wagner. “Illuminate: Onshoring the US Solar Supply Chain?” Columbia CaseWorks #250309, 5 February 2025.

    View Case Study

    Heal, Geoffrey, Bruce Usher, and Gernot Wagner. “Ørsted’s Case for Offshore Wind” Columbia CaseWorks #250308, 24 January 2025.

    View Case Study

    Wagner, Gernot. “Stegra: Green Hydrogen Steel” Columbia CaseWorks #240307, 18 September 2024.

    View Case Study

    Heal, Geoffrey, Bruce Usher, and Gernot Wagner. “ELP Greenport: Scaling Community Solar” Columbia CaseWorks #240306, 20 June 2024.

    View Case Study

    Wagner, Gernot. “Stripe Climate: Creating a Market for Carbon Removal” Columbia CaseWorks #240305, 5 April 2024.

    View Case Study

    Wagner, Gernot. “Electra: Decarbonizing steelmaking through carbon-free iron” Columbia CaseWorks #240303, 14 February 2024.

    View Case Study

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