Andrew Kessler

Energy Industry Insight Constellation, one of the biggest retail energy providers in the U.S., just unveiled their latest earnings report with an intriguing breakdown of their load served by region. The details shed light on regional power dynamics and trends that are shaping the future of energy distribution in America. The data revealed surprising insights—challenging assumptions and showcasing where demand is surging and shifting. What region in their breakdown surprised you the most? What do you think this means for the retail energy market going forward? Let’s discuss. #EnergyInsights #RetailEnergy #MarketTrends #ConstellationEnergy https://lnkd.in/gKmnGWWt

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The Vermont #dairy sector, contributing over $2.2 billion annually, faces challenges with declining margins, prompting local farmers to seek innovative solutions without sacrificing precious land. Community solar initiatives emerge as an excellent remedy. Recently, two off-site #communitysolar projects were completed in Vermont, collectively generating over 2 MWh of renewable energy each year. These projects, benefiting six locally owned dairy farms, offer a cost-effective alternative. Comprising two 500 kW (864 kWdc) ground-mount solar arrays, situated on less fertile land in Newbury and Jamaica, Vermont, these solar projects aim to reduce fixed energy expenses, thereby boosting the profitability of dairy operations. Check out the article from Solar Builder Magazine to learn more. https://lnkd.in/ejyGntP5 #solar #cleanenergytranstion #nxtgen Sharon Foxworthy Chris Croker Cecilie Disch Olsrød Cale Skagen United Dairy Farmers Joseph Murillo Rick Bolton NXTGEN Clean Energy Solutions

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#WaterTech is underinvested and has a lot of great opportunities. We had a great panel on this topic with the founder and CFO of Focal Technologies Eric Steinmeyer as panelists, thanks to the introduction of Brian Kerns. Check it out here: https://lnkd.in/g3skgt_s ​Now we might ask more questions for firsthand market insights, and evaluate an opportunity to participate in Focal. ​ 📘 Focal Technologies - Their Ray System is a waste remediation game-changer. Our trailer-mounted eight-foot Ray® System uses a patented refracting lens to concentrate the sun’s energy and break down any organic contaminant in water or soil. 2024 is a breakout year. Focal plans to have 12 Ray units delivered in 2024, at a price of approximately $250,000 each, which does not include recurring revenue for each unit post-delivery or our leasing model approach revenue streams. ​ 💲 Focal was backed by 36 investors including E8 Angels cleantech angel group members, SWAN Impact Network, VertueLab, an Investors Circle member, and several family offices. Focal has made exciting progress since then, 2024 will be a breakout year for the company. This current raise offers a bridge note (~50% filled), which will close before the end of May. Valuation is still attractive now, but not after this round. The ACA leadership and Director of VectorPoint Ventures - Don Megrath - is their CFO. 📢 Global League will host a Q&A meeting on May 17 for a deeper dive with the founding team of Focal Technologies, this is our free community service for supporting important impact. 📢 Sign up: https://lu.ma/FocalQnA　 ​Global League  (G-L.Ventures) is a platform and network for collaboration between investors to help the most impactful startups recommended by investors. Our newsletters:　https://lnkd.in/gpaSHMEj

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Carbon capture technologies face several obstacles to their implementation, even with the support of the federal government and large energy companies. My latest in Forbes. Please comment, share, and subscribe. https://lnkd.in/ehg6q9pk

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🚨 Advancing Clean Energy Infrastructure: A Legislative Win for the Climate Transition 🌍⚡ ACT is proud to share a significant milestone in advancing clean energy infrastructure and ensuring an equitable climate transition in Massachusetts. Working together, our Policy Team (Tim Snyder and Natalie Hildt Treat) and our VP of Innovation Alistair Pim, along with H.G. Chissell, Advanced Energy Group, National Grid, and Eversource Energy, helped shape critical language in the Massachusetts Climate Bill that will drive proactive planning for the future of medium—and heavy-duty electric vehicles. This new legislation, signed on Tuesday, directs utilities to accelerate infrastructure planning—like substations and transmission lines—to accommodate the growing demand for electrification from truck and bus fleets. But we didn’t stop there. Together, we achieved three key expansions to the bill: 1️⃣ Broadening the Focus: Beyond highway charging, the legislation now includes fleet depots as a priority, ensuring comprehensive infrastructure coverage. 2️⃣ Equity in Action: We expanded the list of stakeholders to include environmental justice communities and low- and moderate-income neighborhoods, ensuring everyone benefits from clean energy advancements. 3️⃣ Faster Timelines: Utilities and the Public Utilities Commission now face tighter deadlines to complete planning and approval processes, helping Massachusetts stay ahead in the clean energy race. This win was possible thanks to the dedication and collaboration of key partners in the energy and policy sectors. It demonstrates how thoughtful policy can lay the groundwork for a just and sustainable climate transition, and we’re excited to continue this momentum. As we look ahead to the December 12th event featuring Jeffrey Roy and Sen. Michael Barrett, we’re reminded of the power of collaboration to tackle the challenges of electrification and grid readiness. Together, we’re building a future where innovation and equity drive progress. Registration is still open: https://lnkd.in/eagBgSGK Stay tuned for more updates and insights into how we’re working to ensure the climate transition benefits all. Let’s keep moving forward! 🚀 #CleanEnergy #ClimateTransition #Electrification #EnergyEquity #PolicyInnovation #CleanTransportation

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For all those following water as close as we are, subscribe to Industria's "Water Investor's Monthly" below!

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Kudos to Duane Highley and the team at Tri-State Generation and Transmission Association, Inc. for seizing the benefits of the #InflationReductionAct to accelerate its transition to cleaner and lower cost #renewables. Power supply to its distribution coop members will hit 50% clean next year en route to a 89% reduction in #GHG emissions by 2030 ... with new resources additions focused on #windpower, #solarpower and #batterystorage with a small amount of #gas for peaker/reliability purposes. This is very much in line with the trajectory envisaged by the US Environmental Protection Agency (EPA) #CleanPowerRules and shows that those rules do not force a "major" change in the industry, rather they run totally with the grain of what makes economic sense, and what is happening on the ground, while of course reducing harmful pollution at the same time. A win all around for coop members and the planet. #climatecrisis #stopburningstuff c Dave Munk Alex DeGolia Keith Klesner, PE Kristen Bertuglia NRECA Jim Matheson Kent Singer Colorado Rural Electric Assn. Mark Jacobson Leah Stokes Michael E. Webber Holly Metzler Sonja Macys Will Toor Chris Hansen Lisa Tiffin Amy Robertson Alana Miller Jeffrey McManus Kendra Foley

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Missed Riverwater Partners' Q3 2024 Small Cap Webinar? Watch the Recording! 🚀 The Future of Small-Cap ESG and AI 🌱 Last week, we hosted our Q3 2024 Webinar, where we explored: ✅ How small-cap companies are leading the way in clean energy innovations ✅ The impact of AI on sustainable investing strategies ✅ Real-world success stories from our socially responsible small-cap strategies If you couldn’t attend, don’t worry—the recording is now available! 📽 🎥 Watch the webinar Q3 2024 Strategy Webinar https://hubs.la/Q02YGc_l0' #ESGInvesting #AI #SmallCap #Sustainability #ResponsibleInvesting

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Department of Energy, Loan Program Office Title 17 Clean Energy Financing program is a game changer for financing decarbonization solutions. This program supports the SEFI waiver for innovation requirements to allow companies to tap federal guarantees and financing capital. https://lnkd.in/gK5PTe-Y NYSERDA support the Title 17 program with NYSERDA PON5456 to unlock federal Financing for projectss. https://lnkd.in/gnsMeXQn We encourage firms that are looking to do deployment of their projects to tap the Title 17 program and the NYSERDA PON5456 for financing capital to expand the uptake of their projects in New York and nationally. If you are looking for scalable capital facilities, with a minimum of $100mm, let's discuss how the NYSERDA PON5456 can help unlock LPO Title 17 capital for your portfolio of projects. Connect with us to discuss your project via email to [email protected]

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The bipartisan Energy Permitting Reform Act of 2024 released by U.S. Senators Joe Manchin (I-WV) and John Barrasso (R-WY) takes a much needed step in accelerating the permitting process for critical energy projects in the U.S. As the legislation spornors's state (shared here), our outdated permitting system is stifling our ability to move clean energy projects forward, which in turn has adverse economic effects and inhibits our ability to reduce emissions. I'm glad to see these bipartisan efforts are moving toward fixing a broken permitting system that has shackled American energy production for far too long. #EnergyProduction #EnergyPermitting

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Carbon Markets anyone? Washington Initiative 2117, Prohibit Carbon Tax Credit Trading and Repeal Carbon Cap-and-Invest Program Measure, which would have repealed key elements of the state’s Climate Commitment Act (CCA), was rejected by voters this week. Thus, the CCA carbon cap-and-invest program remains in place. In New York, the Cap-and-Invest program (NYCI) is slowly advancing. The Citizens Budget Commission recently released their recommendations for improving the proposed rules for the state economy-wide carbon market, citing specific concerns about economic impact and feasibility of reducing GHG emissions. Lack of transparency under the proposed rules are also mentioned throughout.    https://lnkd.in/g4z9jaqe #climatechange #carbonmarkets

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ICYMI: CT DEEP has been awarded more than $62 million under the Greenhouse Gas Reduction Fund's Solar for All program! "Project SunBridge will reach low-income and disadvantaged community households across the state of Connecticut, with a priority focus on affordable housing units, to allow for greater access to residential solar, increased resilience and grid benefits, and investments in quality jobs and businesses. The program has the potential to reach thousands of additional households through Connecticut’s existing solar and storage programs, avoiding CO2 emissions and saving Connecticut residents on energy costs. Connecticut residents will benefit from financial assistance with increased incentives, more accessible loans, and low-cost capital for solar and storage, as well as technical assistance for clean energy workforce development and community engagement. This blend of financial and technical assistance will create a sustainable funding stream for low-income and disadvantaged communities households to participate in the green economy, which will last beyond the SFA funding years, attract private investment, and drive market transformation." https://lnkd.in/gFbk7Wkc

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Happy to share another case study of a recent collaboration with an emerging market renewables issuer to re-establish market confidence. By realigning the equity story and enhancing investor engagement, our client was able to address key market perceptions, reinforce trust and garner collective buy-in to its transformation agenda. This case is a great reminder of the impact effective investor engagement can have, especially in rapidly evolving sectors.   Explore the full case study here: https://lnkd.in/e6yVCq5N   #StrategicIR #InvestorRelations #RenewableEnergy #EmergingMarkets #SustainableGrowth

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#Pennsylvania has an opportunity to enable carbon capture and storage to help decarbonize its industrial sector and ensure the climate benefits of the proposed Appalachian Regional Clean Hydrogen Hub, but the Commonwealth needs to take policy action and fund characterization efforts including the targeted drilling of new geologic test wells today.  Read more from CATF’s Sam Bailey, John Carlson, and Ben Grove, as they break down the potential for carbon capture in Pennsylvania, and explore the latest findings from a CATF-commissioned report that assesses the geologic CO2 storage opportunities in the Commonwealth. https://lnkd.in/enXVBhUh  

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A great article by Michael Swinsburg on the evolving role of the COO, highlighting how they are transitioning from behind-the-scenes to front-facing leaders, managing diverse teams and geographies to drive strategic growth and innovation. The focus on resilience, renewal, robustness, and relationships is spot on, particularly in today’s complex and fast-changing landscape. https://lnkd.in/gjcjJqZW

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𝙏𝙝𝙞𝙨 𝙟𝙪𝙨𝙩 𝙞𝙣… (or is it “out”?): An excellent review of low-income utility programs, from Columbia University’s Center on Global Energy Policy. Among the findings: > Regulators have approved LMI discount programs in only 26 states and the District; > More than a quarter of U.S. households are energy insecure; > Climate change is making the challenge even harder; > Clean energy technologies, while helpful, are out of reach for too many. Sadly, too many LMI households can’t afford even heavily subsidized energy-saving tech. What if there were an option that helped LMI utility customers use less energy without the need for costly new technologies? 𝘽𝙪𝙩 𝙬𝙖𝙞𝙩…(read on: 𝗵𝘁𝘁𝗽𝘀://𝗵𝘂𝗯𝘀.𝗹𝘆/𝗤𝟬𝟮𝗥𝗱𝗪𝟬𝗖𝟬).

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I enjoyed hosting two of the brightest minds - Jeffrey Robertson and Al Petrie - in the oil & gas / natural resources space on this podcast to discuss key takeaways from the recent Louisiana Energy Conference. #oilandgas #naturalresources #equityresearch #investorrelations #capitalmarkets #alpetrieadvisors #wtr #watertowerresearch

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