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Articles by Peter Lupoff
The other side of the meter: Who’s financing the AI buildout and why it matters
Sustainability executives have learned to read the AI data center buildout at the meter: How many megawatts will it consume? How many gallons? How many acres? How much carbon emitted? These are the right questions, but they arrive too late. By the time a data center is operating, the decisions that determine its environmental impacts have already been made — not in a procurement meeting, but in a term sheet.
The other side of the meter: Who’s financing the AI buildout and why it matters
Welcome to EcoTopical Your daily eco-friendly green news aggregator. Leaf through planet Earths environmental headlines in one convenient place. Read, share and discover the latest on ecology, science and green living from the web's most popular sites.
Capitalism thrives through adaptation and change. The anti-ESG movement wants to freeze it
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis or its editors. Two court decisions in recent months have changed the landscape of the political battle over ESG. In February, a federal court struck down Texas’ flagship anti-ESG statute as a violation of the First and Fourteenth Amendments (American Sustainable Business Council v. Hegar).
Capitalism thrives through adaptation and change. The anti-ESG movement wants to freeze it
Welcome to EcoTopical Your daily eco-friendly green news aggregator. Leaf through planet Earths environmental headlines in one convenient place. Read, share and discover the latest on ecology, science and green living from the web's most popular sites.
The hyperscalers' dilemma | Trellis
Last year, Wall Street’s consensus for 2026 capital expenditure by the major tech companies averaged $365 billion. Today it runs $725 – 805 billion.Roughly three-quarters is direct AI infrastructure: GPUs, racks, campuses, substations. Capex estimates for the 2025-2030 buildout have risen about a quarter since October alone. Big Tech capex in 2026 will approach 3 percent of U.S. GDP – comparable, as a share of output, to the peak of railroad construction in the 19th century or the run-up to Y2K.
The hyperscalers’ dilemma
Welcome to EcoTopical Your daily eco-friendly green news aggregator. Leaf through planet Earths environmental headlines in one convenient place. Read, share and discover the latest on ecology, science and green living from the web's most popular sites.
How the conflict in Iran is an accidental green swan
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. The single event most likely to accelerate the global clean energy transition isn’t a breakthrough in battery storage, nor a new international climate accord. It’s a war.
How the conflict in Iran is an accidental green swan
Welcome to EcoTopical Your daily eco-friendly green news aggregator. Leaf through planet Earths environmental headlines in one convenient place. Read, share and discover the latest on ecology, science and green living from the web's most popular sites.
The ‘wickedness’ of climate action
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. Regarding climate change, we keep failing to act at scale because we keep treating it as a complicated problem when it is, in the academic sense, a wicked one. And wicked problems don’t yield to the tools we’re using. Let us explain. In 1973, academics Horst Rittel and Melvin Webber published a paper we often recommend to impact investing and sustainability students and professionals.
The ‘wickedness’ of climate action
Welcome to EcoTopical Your daily eco-friendly green news aggregator. Leaf through planet Earths environmental headlines in one convenient place. Read, share and discover the latest on ecology, science and green living from the web's most popular sites.
Why corporate investors look to domestic companies for dividends
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. For roughly 25 years, many professional investors had an investment playbook that favored companies that optimized global supply chains, captured labor cost arbitrage, and scaled relentlessly across borders. These structural advantages accrued disproportionately to mega-cap corporations with the resources to build complex international operations.
Why corporate investors should look to domestic companies for dividends
Welcome to EcoTopical Your daily eco-friendly green news aggregator. Leaf through planet Earths environmental headlines in one convenient place. Read, share and discover the latest on ecology, science and green living from the web's most popular sites.
Why corporate investors look to domestic companies for dividends
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. For roughly 25 years, many professional investors had an investment playbook that favored companies that optimized global supply chains, captured labor cost arbitrage, and scaled relentlessly across borders. These structural advantages accrued disproportionately to mega-cap corporations with the resources to build complex international operations.
10 impact investing trends that will define 2026
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. As an impact investor and educator, I’ve learned to distinguish between the noise that dominates headlines and the signals that actually move capital. As we begin 2026, this discernment has never been more essential. The jarring political landscape is enough to make you think impact investing is retreating. But here’s what the headlines miss: Markets are moving on their own momentum.
Outlook 2026 | Trellis
These are forward-looking themes sustainable professionals should be paying attention to as the new year begins.
Look past tariffs to see China's long game in green tech
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. While Western observers fixate on Chinese dumping allegations and subsidy wars, they risk missing a more profound strategic shift in the sustainability realm: China has positioned itself not merely as the world’s green technology factory, but as the architect of a post-carbon global order. A recent article from The New York Times highlights China’s flood of green technology to developing nations.
Look past tariffs to see China's long game in green tech
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. While Western observers fixate on Chinese dumping allegations and subsidy wars, they risk missing a more profound strategic shift in the sustainability realm: China has positioned itself not merely as the world’s green technology factory, but as the architect of a post-carbon global order. A recent article from The New York Times highlights China’s flood of green technology to developing nations.
Investors need to look past tariff headlines to see China’s long game in green tech
Welcome to EcoTopical Your daily eco-friendly green news aggregator. Leaf through planet Earths environmental headlines in one convenient place. Read, share and discover the latest on ecology, science and green living from the web's most popular sites.
The catch-22 of nuclear power
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. The embrace of nuclear power is often presented as a climate solution and in isolation, this characterization has merit. Nuclear energy is a clean, reliable power source that can help achieve climate goals while meeting growing energy demands.
The catch-22 of nuclear power
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. The embrace of nuclear power is often presented as a climate solution and in isolation, this characterization has merit. Nuclear energy is a clean, reliable power source that can help achieve climate goals while meeting growing energy demands.
The catch-22 of nuclear power
Welcome to EcoTopical Your daily eco-friendly green news aggregator. Leaf through planet Earths environmental headlines in one convenient place. Read, share and discover the latest on ecology, science and green living from the web's most popular sites.
What the demise of the net zero banking alliance means
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. The closure of the Net Zero Banking Alliance in early October wasn’t a surprise to anyone paying attention.
What the demise of the net zero banking alliance means
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. The closure of the Net Zero Banking Alliance in early October wasn’t a surprise to anyone paying attention.
A reckoning with reality: Lessons from the demise of the Net Zero Banking Alliance
Welcome to EcoTopical Your daily eco-friendly green news aggregator. Leaf through planet Earths environmental headlines in one convenient place. Read, share and discover the latest on ecology, science and green living from the web's most popular sites.
How to turn climate adaptation into competitive advantages
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. Risk mitigation efforts such as reducing emissions, transitioning to clean energy and setting science-based targets have dominated corporate climate strategy in recent years. But now, forward-thinking companies are going beyond that to transform climate adaptation strategies into competitive advantages and business drivers. The business case for climate resilience goes beyond merely avoiding losses.
How to turn climate adaptation into competitive advantages
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. Risk mitigation efforts such as reducing emissions, transitioning to clean energy and setting science-based targets have dominated corporate climate strategy in recent years. But now, forward-thinking companies are going beyond that to transform climate adaptation strategies into competitive advantages and business drivers. The business case for climate resilience goes beyond merely avoiding losses.
How the AI energy reckoning will reshape climate commitments
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. We’re witnessing a remarkable convergence of technological ambition and energy reality. The artificial intelligence revolution is driving energy demands that could reach 400 terawatt-hours by 2030, up from fewer than 100 terawatt-hours in 2020.
How the AI energy reckoning will reshape corporate climate commitments
Welcome to EcoTopical Your daily eco-friendly green news aggregator. Leaf through planet Earths environmental headlines in one convenient place. Read, share and discover the latest on ecology, science and green living from the web's most popular sites.
How the AI energy reckoning will reshape climate commitments
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. The artificial intelligence revolution is driving energy demands that could reach 400 terawatt-hours by 2030, up from fewer than 100 terawatt-hours in 2020. What makes this moment particularly consequential isn’t just the scale of these energy demands, but how they’re reshaping the landscape of corporate climate commitments for companies outside the tech elite.
The value of sustainability reports in an anti-ESG era
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. Here’s a counterintuitive truth: just as sustainability reports became ubiquitous — 90 percent of S&P 500 companies publish detailed ESG disclosures — they also became controversial. The anti-ESG backlash has turned what seemed like straightforward progress in companies reporting on their sustainability efforts into a complex strategic puzzle.
The value of sustainability reports in an anti-ESG era
The opinions expressed here by Trellis expert contributors are their own, not those of Trellis. Here’s a counterintuitive truth: just as sustainability reports became ubiquitous — 90 percent of S&P 500 companies publish detailed ESG disclosures — they also became controversial. The anti-ESG backlash has turned what seemed like straightforward progress in companies reporting on their sustainability efforts into a complex strategic puzzle.
How the anti-ESG movement is reshaping corporate sustainability reports
Welcome to EcoTopical Your daily eco-friendly green news aggregator. Leaf through planet Earths environmental headlines in one convenient place. Read, share and discover the latest on ecology, science and green living from the web's most popular sites.
How university endowments invest in climate and social justice
For decades, university endowments were judged by a single metric: financial returns. But as climate change and social inequality intensify, the $700-plus billion held in university endowments has become a battleground where fundamental questions about the purpose of institutional capital are being fiercely contested.
The state of university endowments investing in climate change and social justice
Welcome to EcoTopical Your daily eco-friendly green news aggregator. Leaf through planet Earths environmental headlines in one convenient place. Read, share and discover the latest on ecology, science and green living from the web's most popular sites.
For effective green investing, go brown
The companies you avoid in your portfolio continue their less beneficial behaviors regardless of your decision to invest. Thoughtful engagement with brown companies, backed by meaningful shareholder influence and clear accountability measures, can be more effective than exclusionary strategies. Another tactic is to support businesses developing sustainable solutions, by investing in companies developing renewable energy technologies, energy efficiency solutions and clean transportation.
How the next generation will reshape impact investing
I’ve had the good fortune of spending a large part of my adult years in the company of younger people. I’ve raised a son, coached sports, taught university investment classes and run a NexGen-centric network non-profit for three years. Did I mention I also ran a hip-hop record label, too? My point is that I’ve been close to young people on the verge of influence for most of my life.
Finance & Investing
Decarbonization Finance & Investing Nature Why businesses hold the key to financing forests of the future November 7, 2025
Clean Energy News
The catch-22 of nuclear power What makes the nuclear renaissance consequential isn't the technology, but how it's being deployed and who benefits from it. Read More November 3, 2025 Energy Policy Supply Chain California’s new laws include climate and consumer wins — and setbacks Gov. Newsom signed clean energy and carbon storage support into law, but also rejected a forever chemicals ban and a boost for virtual power plants.
Innovation | Trellis
The catch-22 of nuclear power What makes the nuclear renaissance consequential isn't the technology, but how it's being deployed and who benefits from it. Read More November 3, 2025
The Plausible Coincidence of a Trump Win and US Equity Market Rally
Hyperbole may be the “new normal” in political discourse. Fake news, exacerbated by our beloved gadgets, is an emerging factor driving popular opinion. The investment community and market pundits still smarting from missing the signs leading up to Brexit and Donald Trump’s victory were looking to understand the equity markets rally post-election when they read this Christmas tweet from then-President-elect Trump: “The world was gloomy before I won - there was no hope.
Long Trumps Short Or The Trump And Dump?
Long Trumps Short or the Trump and Dump? The Trump Trades Setting Up for 2017 Coming into the new year, I historically write what we call the "Tiburon Panorama" - a look at what would appear to us to be ways to make money long and short in the new year, as well as new and evolving risks. With this recent US Presidential election and transition to a Donald Trump presidency, the transition, unlike any time in my experience, is anything but status quo.
Disrupted Industries In Secular Change With Diminished Moats As Fertile Ground For Shorts - Example: Woolworths Ltd.
Disrupted Industries in Secular Change with Diminished Moats as Fertile Ground for Shorts Of Wide Moats, Adherence to Doctrine and Dynamism We are advocates of a Bottom-Up, classic deep value approach to identifying companies that are cheap (or rich) on an intrinsic basis. Trained (1990-98) by Marty Whitman of Third Avenue Funds, the rigors of discerning cheap from rich always made sense to me. The "B" of our five-pronged B-R-A-C-E investment methodology 1 - prong one - is Bottom-Up analysis. 1.
Far From The Madding Crowd; Averting Underperformance (And Profiting) From Crowded Hedge Fund Trades
Recent hedge fund performance has been profoundly underwhelming, especially when considering the cumbersome nature of buying/selling hedge fund interests and their outsized fees in this low risk-free rate environment, eating into client net returns. Larger hedge funds performance has been abysmal. But then there are still reasons to prefer active (hedge fund manager) asset management versus passive asset management (most mutual funds and ETFs).
Disarray In Credit Markets - Passive Investment Risks/Active Investor Opportunities
We have been in the midst of market behaviors and anecdotal data suggesting a pause in ready High Yield fixed income ("HY") capital markets availability. I use the word pause as its seems that HY investors are taking notice of the inadequate pricing and rights and remedies offered creditors for risks to be taken - not a wholesale dismissal of the HY markets.
'Quarterly Capitalism' And Appropriate Corporate Stewardship
We've often noted the importance of dividend payouts as part of the historical total return of equities. Since 2010, we've discussed the twin shareholder-friendly activities of dividend initiation/increase and share buybacks as a tailwind to share price given company uses of cash while we await plausible Revaluation Catalysts. The favorable impact on total return is not easily denied.
The Coincidence Of Activism And Shareholder-Friendly Corporate Activities
There are many drivers converging to hasten shareholder-friendly events among public companies worldwide.
BRACE Yourself: Molson Coors Plausible Catalyst
Molson Coors ("TAP") was formed in 2005 by the merger of Molson and Coors. It is the world's 7th largest brewer by volume.
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