In this quarterly update, we share the challenges in finding attractively valued clean energy companies and highlight investment opportunities in Array Technologies and Flextronics. We look at the growing attention around Net Zero commitments as a useful framework and starting point, while emphasizing the need for concrete plans in approaching these goals for a meaningful transition to a low-carbon economy.
Related posts
Coffee and Climate
Redwood Grove Capital’s Q2 letter highlights how climate change is disrupting global coffee production, with rising temperatures, drought, and crop disease impacting supply and prices. These challenges illustrate a broader theme: companies and systems must adapt—not just mitigate—to a changing climate.
2025 Climate Impact Report
This year’s report examines climate commitments within our portfolio and across the broader market—highlighting which companies are making real progress toward their goals and which are falling short. Notably, 2024 marked the first year in which more companies withdrew from Net Zero commitments than joined them, signaling a meaningful shift in the climate disclosure landscape. We also take a closer look at Big Tech—once a leader in corporate decarbonization—as it increasingly emerges as a high-emissions sector requiring greater scrutiny.
Shifting Environmental Conditions and the Decarbonization of the Agriculture Sector
In this quarter’s letter, we examine how shifting environmental conditions are reshaping agriculture—and creating significant climate investment opportunities. We spotlight a recent investment in Elanco, and our focus on innovative solutions like methane-reducing technologies that underscore the potential for scalable decarbonization in the food and agriculture sector.
