Rob Majteles

I am spending more time with investment funds focused on impact weighting risk analysis and defining impact focused growth portfolios. This is a rapidly growing effort as funds discover how much they need to do these things and as I get better at it. Ping me if I can help you.

Get used to this type of headline: “Investors hitting ‘limit’ for insuring against UK floods” Impact weight all risk analysis. Act on that analysis or get crushed by what you are ignoring and/or by those doing your job better than you are. ft.com/content/c439d9…

“Every iteration of climate risk scenarios is likely to throw up more severe risk than previously thought as modelling techniques improve” ft.com/content/c00c13…

Only Skakespeare’s Richard III comes close to describing the current President of the United States. Mike Johnson shuts US House to avoid Epstein vote: Top Republican seeks to quell Democratic scrutiny of Donald Trump’s links to paedophile financier”  ft.com/content/6a42cc…

What a f@cked up freakshow of a country we’ve decided to become. If you support or enable, in any way, the Trumpetista Cult you own all of this disgraceful insanity, all of it, and will until the day you die and beyond.

Impact weight all risk analysis. Act on that analysis. Or, get crushed by what you are ignoring or by those doing your job better than you are. “We’re not forecasting climate risk anymore. We’re living it.” Uninsurable: climate risk hits the ledger climateandcapitalmedia.com/uninsurable-wh…

I've reposted this once already, but check out ERCOT & CAISO. Things are going on in the US electricity sector that do not fit the common narrative. The two cheapest US elec markets have the highest solar, wind & battery penetration, by different paths @tim4hire @danwoy #cdnpoli

As climate challenges worsen, solutions get better. The best solution right now? Deployment. Deploy, deploy, deploy. “Solar leads EU's power mix for first time ever” canarymedia.com/articles/solar…

This is the future, fast arriving, of energy independence, everywhere. Egypt, everywhere: “Solar and batteries could help Egypt beat its blackouts” cnn.com/world/africa/e…

Hard to find inspiring energy policy in the U.S. now. Data center energy demand is inspiring some good examples: “Texas…share costs and ramp down power use if [needed] Ohio…pay connection costs. [Others] faster connection studies…for demand response” eenews.net/articles/rulem…

Excellent @mzjacobson “Are Renewables Enough?” Only 2 actions matter (1) doing the math (2) acting on the math. Climate denialists refuse the former and doomers refuse the latter. Both are, essentially, useless people now. Don’t be a useless person. podcasts.apple.com/us/podcast/ine…

Reminder that trying ideas that didn’t work the first time isn’t always a signal of a bad idea but could just be the wrong time for an idea. From launch to shutdown in 6 months to a new billion dollar category 5 years later.

Solar+storage at an extraordinary, stunning inflection point. Two forms of resistance must be fought (1) long-time industry experts who refuse to update their prior assumptions about the math and (2) people who refuse to so any math. Do the math.  podcasts.apple.com/us/podcast/vol…

Inspiring. Focus on impact. Do the work. Ignore … everything, and everyone, else. “[California] has supplied 100 percent of its electricity demand with clean energy sources for an average of seven hours a day so far this year.” newsweek.com/california-hit…

Gee, it’s almost as if this has always been the actual plan? “Historically, utilities have a track record of over-forecasting…[spending] billions building power plants for load that did not materialize, leaving regular ratepayers to foot the bill” rmi.org/fast-flexible-…

Imagine that: data centers need to honor their energy demand and resource commitments? Craziness. What’s next? Utilities will have to do the same? And, what, consumers get more energy, less C02e, and lower rates? Insanity. insideclimatenews.org/news/17072025/…

40%. Not capacity. Actual energy. Let that sink in. TX is a top-10 global economy by GDP TX is largest electricity-consuming state in the US TX has the closest thing to a free market for electricity in the US TX is one of the fastest growing economies in the US

So much inspiring impact innovation happening, impact entrepreneurs and investors defining and driving strategic and financial impact, embedded within each other and inseparable. Focus here, ignore rising insatiable ignorance, and just do the work.  podcasts.apple.com/us/podcast/sup…

Excellent conversation with @jnovogratz about investing in impact, in all the varied definitions of what impact means. This is an expert, nuanced, specific, action-oriented, and inspiring discussion: podcasts.apple.com/us/podcast/cli…

“None of [the political] gibbering has slowed California’s progress toward a carbon-free future, flying directly in the face of the rhetoric du jour: powered by 2/3rds clean energy…largest economy in the world to integrate renewables to this degree” renewableenergyworld.com/energy-busines…