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In this episode, Paul explains why catastrophic weather events are becoming uninsurable: broken risk models, a stressed reinsurance market, rising rebuild costs from inflation and tariffs, and the dangerous concentration of homes and commercial buildings in climate-vulnerable areas. He also explores what cascading climate financial risk looks like in practice.

From the insurance death spiral to the wealth destruction of uninsured home loss, this episode connects climate change directly to household finances, mortgage markets, and economic inequality.

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Additionality has been one of the cornerstones of corporate renewable energy procurement — but is it still relevant? In this episode, Paul breaks down the concept of additionality in clean energy purchasing, explains how Renewable Energy Certificates (RECs) work, and makes the case that surging demand from AI data centers and electrification has fundamentally broken the additionality framework.

As hyperscalers race to lock up power purchase agreements and new gas plants fill the grid pipeline, does a corporation's renewable energy commitment actually bring new clean energy online — or are they just first to the table? Paul explores why additionality made sense in the early days of renewable energy adoption and why today's energy transition has made it an outdated measure.

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As the Iran War enters its fourth week, US consumers are feeling the pinch at the gas pump. Oil prices have shot past $100 per barrel and there are increasing calls to increase domestic supply capacity of energy in order to create more energy independence for the US.

In this episode, Paul unpacks what that might mean - or whether investing behind clean and renewable technologies may be a far more effective solution toward national energy resiliency.

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