David Callaway

San Francisco

Editor and Founder at Callaway Climate Insights

Founder, Callaway Climate Insights. Former World Editors Forum President. Former USA Today Editor-In-Chief. Former CEO, TheStreet Inc.

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Articles

Green Lights May 2: Top stories this week

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 why Canadian Prime Minister Mark Carney has instantly become every climate summit’s top A-lister. Plus, Michael Molinski explains why Latin American stocks, including ESG shares, are leading after the first quarter of the year. And it’s not because of politics or tariffs. Please subscribe to support our climate finance journalism. . . . .
First Solar leads earnings selloff as tariffs start to bite

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. At some point, the chaotic circus around White House tariffs on U.S. imports was always going to move from an economic debate to actual pain.
Canada's election opens up historic clean energy opportunity

2 weeks ago | callawayclimateinsights.com | David Callaway

— Canada’s Mark Carney becomes the most high-profile climate globalist to run a major country — ISSB removes Scope 3 climate reporting from financial derivatives trading — The modern city buried by a volcano in the 1990s — a PBS documentary — What’s a bigger cause of destructive flooding: urban buildup or climate change? — Climate risk costs to companies could reach $1.2 trillion by the 2050s, S&P Global says Climate change didn’t play much of a role in Canada’s election this week.
Green Lights April 25: Top stories this week

2 weeks 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 weighs in on Trump’s tough tariff talk on China, as well as Tesla stock and the Musk mystique. Bill Sternberg looks at the future of the IRA’s clean energy tax credits. Happy Arbor Day.
China plays climate card as U.S. trade talk softens

2 weeks 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.
IMF hangs gloomy U.S forecast on Earth Day

3 weeks ago | callawayclimateinsights.com | David Callaway

— Downbeat IMF forecast casta a shadow over spring meetings — UK energy summit and the bid to weaken Brexit — Four climate solutions for Earth Day change makers — How earth’s top economies generate electricity — a widely differing mix — Earth Day protests against White House policies in full swing It was only two short years ago that the spring meetings of global finance leaders in Washington D.C. were brimming with excitement over the prospects for climate-battered poorer countries to...
Green Lights April 18: Top stories this week

3 weeks 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. . . . .
Newsom emerges as Democratic resistance leader for climate

3 weeks 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.
BP shareholders challenge activist oil plan at shareholder meeting

4 weeks 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.
Green Lights April 11: Top stories this week

1 month 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.

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David Callaway @dcallaway

13 Mar 25

RT @SaraEisen: Haven’t reached a pain threshold yet….

David Callaway @dcallaway

12 May 24

My latest column for @Independent. Watch out for a big announcement on the US electric grid this week. More in @CallawayClimate

Independent Voices @IndyVoices

Biden’s next move on climate change could be a huge roll of the electoral dice | David Callaway (@dcallaway) #Biden #Trump #ClimateCrisis https://t.co/TF4qEoAosC

David Callaway @dcallaway

15 Apr 24

Thrilled to part of a publication I’ve been following for decades. Look forward to this summer’s meetings in Chicago. @CallawayClimate