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The Gist
The Gist is the monthly newsletter of The Ad Hoc Group that covers everything at the intersection of climate tech and policy. Subscribe at the link here to have The Gist mailed to your inbox each month.
The Ad Hoc Gist: Defending the Grid From Wildfires
While the Trump team has frozen federal climate spending and is purging federal employees working on climate policy, calling it “wasteful,” we expect that they will likely come to terms with reality on at least some key issues — even if they use different language to describe it.
That’s because the electric grid is undeniably under attack from wildfires and other forms of extreme weather. Yes, some companies and investors are backtracking from their climate commitments. But when it comes to climate risk and resilience, utilities and their rating agencies are not.
In this month’s Gist, AHG partner Julia Hamm shares how a new class of startups is emerging to help utilities prevent wildfires from taking down the grid. Without a reliable and resilient grid, the Trumpian goals of energy dominance and winning the AI race will prove out of reach.
The Ad Hoc Gist: The Inauguration is Over. Now What? Predictions for 2025
2025 is off to quite a start. LA is on fire. Homes, schools, and entire neighborhoods have vanished. The loss is profound for so many. We all know someone affected.
Last week, the Biden administration doled out its final climate billions before exiting stage left. On Monday, the Trump administration released a flurry of executive orders launching an all-out assault on Biden’s climate legacy.
In this month’s Gist, we turn to allies to share their predictions for the year. From resilience to AI to carbon removal, there’s a lot on the docket. One thing is certain: 2025 will not be dull.
The Ad Hoc Gist: The Big Energy Surprises of 2024
As the holiday season begins, our trusted senior advisors reflect on the biggest energy surprises of 2024 and why they matter for the climate and the energy transition. From artificial intelligence’s unquenchable thirst for energy to the existential demands of an increasingly vulnerable electric grid, a lot has changed this year.
Blog
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People as Moat – Ad Hoc Expands into Search
In climate tech, we talk a lot about, well, technology. But talk with most CEOs and they’ll share that the hardest part of their job is figuring out how to hire and retain the right people. In my experience, a company’s ability to hire and effectively onboard the right people is what differentiates successful businesses from those that falter. Because, as a CEO, you can have a great vision, but if you don’t have the right people, you can’t execute it.
Press
Unbound Wildfire Liability is a Cost the US Can’t Afford
Utility wildfire mitigation plans aren’t enough.
“We are all one spark away from bankruptcy,” said one utility CEO at the recent Western Conference of Public Service Commissioners meeting.
He was speaking about wildfires: a topic under regular conversation at energy industry events and in utility board rooms. The business of providing electricity is being turned on its head, and all of us are paying a price....
USEA Power Sector Podcast Episode 27: The Ad Hoc Group Principal Brian Kooiman
In Part 3 of a series on distribution system resources and reliability, The Ad Hoc Group Principal Brian Kooiman answered questions by journalist Herman K. Trabish about the role of demand side flexibility in the U.S. power sector resource mix and reforms are urgently needed from federal and state regulators to allow customer-owned resources to realize their potential to improve electricity delivery reliability, reduce customer bills, and achieve decarbonization goals.
Climate investors are already bracing for Trump
Donald Trump’s victory in yesterday’s New Hampshire Republican presidential primary makes clear the stark choice coming into view for voters: On one side, an incumbent president whose signature climate achievement — the Inflation Reduction Act — is doing more to accelerate the energy transition than any other U.S. policy against an opponent who continues to deny basic climate science and for whom “drill, baby, drill” is the cornerstone of his energy platform.
Clean energy investors may be hoping for the former, but are already preparing for the latter.
Podcast
Hear more from our leadership on My Climate Journey and Technopolis.