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.
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.
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.
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.
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.
Minerals
Demand for critical minerals is growing as the world shifts toward renewables and other innovations in the energy transition.
Nuclear
Plastics
Current systems generate ~450 Mt of plastics and ~2 Gt CO2e, projected to grow significantly if current trends continue.
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.
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.
Sustainable Proteins
Mining for the Energy Transition
Geothermal Energy: Five Key Insights from Industry Leaders
The Race to Power Data Centers
Biofuels as an interim solution for hard-to-electrify sectors
Carbon Capture's ‘Yes, and’ Role in Climate Action
Hard to Abate, Impossible to Ignore: How Green Steel and Low-Carbon Cement Are Cleaning Up Heavy Industry
Reenergizing Nuclear Power: Key Insights from Industry Leaders
Early Investment in Decarbonization Can Help Save Trillions in Climate Costs
China’s Phase-Out of Solar Feed-in Tariffs Is a Sign of a Mature Sector, Not a Waning One
America's Clean Energy Transition Will Continue Despite the One Big Beautiful Bill Act
Trump Wants U.S. Energy Dominance; Solar Is the Way to Get There
Decarbonizing Protein: Three Levers That Could Transform the Industry
How States Like Texas Are Driving the Clean Energy Boom in the Trump Era
Can Wind Energy Compete? Three Key Takeaways on Its Future
The Future of Energy Storage: Five Key Insights on Battery Innovation and the Clean Energy Shift
Scaling Solar for a Renewable Energy Future: Key Challenges and Opportunities
Decarbonizing Cement: Six Key Points from Industry Leaders
Decarbonizing Steel: Four Key Points from Industry Leaders
How to Measure Climate Progress
Getting to Greener Steel
Climate Security Is Energy Security
The Climate Policy Pendulum
How does a multinational become a B Corp?
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.
Who pays for cutting carbon out of making cement?
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.”
Business school teaching case study: How can Ørsted overcome its US challenges?
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.
Business school teaching case study: how should solar-panel makers respond to falling prices?
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.