David Callaway

6 days ago | callawayclimateinsights.com | David Callaway

. . . . Welcome back to Green Lights. Here’s our roundup of the best of Callaway Climate Insights. This week, David Callaway assesses the activist shareholder threat to BP’s leadership, and California’s role in the Democratic resistance. Plus, Mark Hulbert measures green and brown stocks and looks at how investors could create long-short portfolios on either side of the growth/value trade. Have a hoppy weekend and please subscribe to support our climate finance journalism. . . . .

1 week ago | callawayclimateinsights.com | David Callaway

Today’s edition of Callaway Climate Insights is free for all our readers. We really want to bring you the best and latest in climate finance from around the world. Please subscribe now. One of the most frustrating questions in the first 100 days of the second Trump administration has been where is the Democratic resistance. Now that Harvard has drawn a line in the sand against federal overreach, early pockets are beginning to take shape, including with regard to fighting climate change.

1 week ago | callawayclimateinsights.com | David Callaway

— BP annual meeting a referendum on Elliott plan — Lucid calms market fears with Nikola asset buy— Trump funding cuts scramble sustainable farming projects — Global fee on shipping emissions enacted — Renewable energy surpasses 40% of global usage A significant test of BP’s BP 0.00%↑ plan to turn its back on a decade of green ambitions and develop more oil and gas takes place later this week as several large shareholders will challenge the strategy and the activist behind it.

1 week ago | callawayclimateinsights.com | David Callaway

. . . . Welcome back to Green Lights. Here’s our roundup of the best of Callaway Climate Insights. This week, David Callaway explains head fakes and headline risk. He also looks for opportunities in sectors and among companies that can ride out the tariff uncertainty. Oh, and coal’s still over. Have a great weekend and please subscribe to support our climate finance journalism. . . . . Did we warn about head fakes and headline risk? Yes, yes we did. On Tuesday.

2 weeks ago | callawayclimateinsights.com | David Callaway

This column is for Callaway Climate Insights subscribers only, but it’s OK to share once in a while. Was it shared with you? Please subscribe. (David Callaway is founder and Editor-in-Chief of Callaway Climate Insights. He is the former president of the World Editors Forum, Editor-in-Chief of USA Today and MarketWatch, and CEO of TheStreet Inc. His climate columns have appeared in USA Today, The Independent, and New Thinking magazine).