Quarterly overview of stock index performance and the top trends impacting the state of clean tech.

In the new apocalyptic dark comedy “Don’t Look Up,” a power-hungry, science-denying president (played impeccably by Meryl Streep), a messianic tech leader, and a supportive, fact-denying media exhort people to “don’t look up,” in hopes that their followers will blindly ignore the impending doom of a comet barreling straight for Earth. An allegory for climate change, “Don’t Look Up” [spoiler alert] takes a grim view of humankind’s ability to save itself (even with Leonardo DiCaprio’s and Jennifer Lawrence’s characters doing their darndest to motivate code-red alert action). While my family was depressed by the movie (not exactly uplifting Xmas fare),  I also walked away from the film inspired to work even more aggressively to help forward the energy transition. As I wrote in last quarter’s newsletter, we are about halfway through a 50-year transition cycle, and 2021 proved that...