Open Circuit

The case for a climate reset

41 snips
Sep 26, 2025
The conversation shifts from guilt-driven climate politics to a more pragmatic approach. Critics argue for abandoning impossible targets and focusing on affordable solutions. Discussions reveal how financial shakeups at Generate Capital and Greenbacker could impact clean energy investments. There's a spotlight on the 'missing middle' financing gap for mid-sized projects. The role of moral urgency in alienating voters is debated, while calls for a narrative that conveys affordability and innovation take center stage.
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INSIGHT

Moral Doom Messaging Failed Practical Goals

  • The loudest climate messaging has been moral and doom-focused for 15 years.
  • That approach hasn't delivered lower bills or durable political coalitions.
INSIGHT

Capital Structure Shapes Clean Finance Role

  • Generate and Greenbacker used different capital structures to fill market gaps.
  • Those structures shaped what projects they could finance and scale.
ANECDOTE

Generate's Shift From High-Return Bets

  • Generate invested in leading-edge projects like anaerobic digesters and early battery storage.
  • Those bets delivered higher upfront returns but later underperformed when they pivoted to lower-risk assets.
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