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The Next Big Bottleneck
A shortage of skilled labor threatens the speed of renewable asset deployment.
Apr 18
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Kevin Stevens
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The Next Big Bottleneck
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Solar Supply and Demand
The forces of supply and demand always apply.
Apr 10
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Kevin Stevens
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Solar Supply and Demand
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Repetition Doesn’t Spoil the Prayer
We can’t repeat our core values too much.
Apr 1
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Kevin Stevens
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Repetition Doesn’t Spoil the Prayer
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Too Much of a Good Thing
This is a blog about sustainable investing and leadership strategies often applied to the energy transition. To receive Sustainable Returns in your…
Mar 28
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Kevin Stevens
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Too Much of a Good Thing
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Speed is a mindset.
Speed produces momentum and momentum is a force.
Mar 26
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Kevin Stevens
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Speed is a mindset.
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Centers of Gravity
Jan 26
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Kevin Stevens
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Centers of Gravity
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Are We Sleeping on Services?
Feb 28
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Kevin Stevens
3
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Are We Sleeping on Services?
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The Right Product Leader
Mar 3
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Kevin Stevens
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The Right Product Leader
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AI’s Low Gross Margin Problem
Jan 28
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Kevin Stevens
3
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AI’s Low Gross Margin Problem
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Energy is a Growth Industry
This is a blog about sustainable investing and leadership strategies applied to sustainability. To receive Sustainable Returns in your inbox, subscribe…
Mar 25
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Kevin Stevens
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Energy is a Growth Industry
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Combining Opposite Traits
In love, they say opposites attract. Two people with different strengths complement each other to make the whole stronger. When it comes to our…
Mar 22
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Kevin Stevens
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Combining Opposite Traits
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This is Not the Best Thing I’ve Ever Written
With a little left to go in the first quarter, I've published almost 40 blog posts, even with work travel taking priority over the last few weeks. My…
Mar 21
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Kevin Stevens
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This is Not the Best Thing I’ve Ever Written
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The Labor Shortage Compounds
The US isn’t the only one with an energy transition fueled labor shortage. New data suggests the UK faces one too.
Mar 18
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Kevin Stevens
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The Labor Shortage Compounds
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The Best Story Wins
Can I successfully connect my kids' TV habits to Napoleon and then turn it into a commentary on climate? Let's give it a shot.
Mar 13
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Kevin Stevens
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The Best Story Wins
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The Insurance Opportunity
Every headwind presents a chance for innovation
Mar 11
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Kevin Stevens
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The Insurance Opportunity
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Harnessing the Power of Stocks and Flows
The energy transition is full of deployment, recycling, and retraining. Playing these trends effectively can be a key to success.
Mar 6
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Kevin Stevens
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Harnessing the Power of Stocks and Flows
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Sustainable Returns
I share thoughts on the most enduring concepts in investing, energy, and leadership.
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