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Rob Majteles

@robmajteles.bsky.social
414 followers 76 following 4.2K posts

Impact Investor and Entrepreneur www.linkedin.com/in/robmajteles

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Rob Majteles @robmajteles.bsky.social · 2h
The industrial logic of the energy transition is as relentless as it is simple: faster better cheaper wins. The pace of that winning is up to all of us. Right now, bizarre, cultish tribalism is forcing us, needlessly, to go so slow. We can choose differently.
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Rob Majteles @robmajteles.bsky.social · 6h
The industrial logic of the energy transition is relentless and has only just begun to compound impact and returns. We just need to get on with it, fast. “Thermal energy storage delivers industrial heat but can solve grid issues too” www.pv-magazine.com/2026/10/09/t...
pv-magazine.com
Thermal energy storage delivers industrial heat but can solve grid issues too - pv magazine Global
A recent IEA report proposed a 35% global electrification target by 2035 was in “striking distance” thanks to existing commercial technologies such as electric vehicles and battery storage systems but...
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Rob Majteles @robmajteles.bsky.social · 6h
This fossil fuel energy doom loop data centers are driving is awful, destructive, dumb, inefficient. A bizarre lose-lose, made even more maddening by the fact that a win-win energy transition is sitting here right now, waiting for all of us to grab it. www.gadgetreview.com/virginia-dat...
gadgetreview.com
Virginia Data Center Ran Diesel Generators for 24 Hours. Residents Fled Their Homes
Virginia data center diesel generators ran nearly 24 hours during a Code Red alert, leaving neighbors with no regulatory recourse under current state permits.
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Rob Majteles @robmajteles.bsky.social · 12/10/2026
“Never doubt that a small group of thoughtful, committed, citizens can change the world. Indeed, it is the only thing that ever has.”~Margaret Mead The 6 next big things in sustainability and energy for 2026 www.fastcompany.com/91612652/sus...
fastcompany.com
The 6 next big things in sustainability and energy for 2026
A microbe that destroys forever chemicals, a battery without lithium, a data center that captures carbon, and more.
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Rob Majteles @robmajteles.bsky.social · 12/10/2026
Why? Because climate change damages are vast, quantifiable, and attributable to their source. Externalities will be internalized, no matter how much crying the fossil fuel industry does. “Why Cities and States Are Fighting Climate Change in Courtrooms” www.nytimes.com/2026/10/05/c...?
nytimes.com
Why Cities and States Are Fighting Climate Change in Courtrooms
Faced with a president who has called global warming a hoax, officials have filed dozens of suits against oil companies to try to cover the costs of extreme weather.
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Rob Majteles @robmajteles.bsky.social · 11/10/2026
Yes … well said
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Rob Majteles @robmajteles.bsky.social · 11/10/2026
“Here's a quiet fact that should interest patient investors: right now, the market isn't charging much of a premium for well-run, sustainable companies.” www.linkedin.com/posts/bill-d...
linkedin.com
#investing #esg #impactinvesting #assetmanagement #sustainability #stancecapital | Bill Davis
Here's a quiet fact that should interest patient investors: right now, the market isn't charging much of a premium for well-run, sustainable companies. After years of debate, sentiment has swung far e...
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Rob Majteles @robmajteles.bsky.social · 11/10/2026
Electrification is the gateway drug to decarbonization reneweconomy.com.au/rapid-electr...
reneweconomy.com.au
Rapid electrification is the best hope to meet ambitious 1.5°C climate target, new report says
New report finds that electrification is the best hope for keeping global warming to 1.5 degrees - provided that power comes from clean technologies.
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Rob Majteles @robmajteles.bsky.social · 10/10/2026
The industrial logic of the energy transition is relentless: “four-hour battery storage now beats gas peaking on cost globally” www.woodmac.com/press-releas...
woodmac.com
Wood Mackenzie: four-hour battery storage now beats gas peaking on cost globally
Wood Mackenzie’s latest global report on levelized cost of electricity (LCOE) shows that advancing technologies and market dynamics continue to drive divergent prices, with four-hour battery storage n...
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Rob Majteles @robmajteles.bsky.social · 10/10/2026
In addition to preparing for the effects of physical hurricanes, we now need prepare for the virtual hurricanes, “a maelstrom of misinformation, conspiracy theories, and deep fakes”, that follow. “The Legacy Of Physical And Virtual Storms After Hurricane Helene” www.forbes.com/sites/chloed...
forbes.com
The Legacy Of Physical And Virtual Storms After Hurricane Helene
Beyond the physical damage, a virtual storm of misinformation, deepfakes, and conspiracy theories erupted, leaving an enduring legacy. What are the leadership lessons?
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Rob Majteles @robmajteles.bsky.social · 09/10/2026
When carbon pollution is ‘priced’ only as an externality, socializing losses/privatizing gains, we all lose. There is a bizarre and dangerous economics cult that has enabled all of this~like the medieval selling of ‘indulgences’ by the Catholic Church. blogs.edf.org/markets/2026...
blogs.edf.org
Climate change is a math problem. The solution is smart economics. - Market Forces
Climate change is a 53‑gigaton problem. Discover how carbon pricing, nature-based solutions, and cutting super pollutants can reduce emissions fast while supporting economic growth.
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Rob Majteles @robmajteles.bsky.social · 09/10/2026
Do the work. Ignore the noise. Win. Repeat. “The Politics of Sustainability Have Changed. The Business Case Hasn’t.” hbr.org/2026/10/the-...
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Rob Majteles @robmajteles.bsky.social · 08/10/2026
The best insights into climate change, the climate disaster of fossil fuels, and exactly how awful it would be for these companies if the ‘public’ knew what they knew, and made them pay their costs, has come from the fossil fuel industry for decades.   insideclimatenews.org/news/0710202...
insideclimatenews.org
New Documents Add to Evidence in Climate Deception Case Against ExxonMobil - Inside Climate News
Court filings by the Massachusetts attorney general’s office include previously undisclosed documents, revealing new details about internal deliberations at the oil giant.
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Rob Majteles @robmajteles.bsky.social · 08/10/2026
Whether or not climate tipping points are negative or positive is 100% dependent on our choices. We’ve been making losing choices for decades and only relatively recently have started to learn how to win too, if we choose. Let’s do more winning. www.theguardian.com/environment/...
theguardian.com
Climate solutions most likely to reach ‘positive tipping points’ revealed by scientists
Global shift towards clean electricity could trigger ‘cascade’ of progress, helping reduce air pollution, cut waste and revive oceans
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Rob Majteles @robmajteles.bsky.social · 08/10/2026
The logic of the energy transitions is relentless: “Heatpumps, electric water heaters continue to gain ground” Faster better cheaper wins, no matter how much stupid stuff slower worse expensive puts in the way. www.facilitiesdive.com/news/heat-pu...
facilitiesdive.com
Heat pumps, electric water heaters continue to gain ground: reports
Mandates and long-term trends toward electrification are supporting demand for these HVAC technologies despite federal headwinds.
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Rob Majteles @robmajteles.bsky.social · 08/10/2026
It’s not hard to understand these risks now, they’re sadly obvious everywhere. Acting on these risks, building winning portfolios going forward, is the challenge: “82% of Investors Expect Climate Risks to Impact Asset Prices Over Next Decade” www.esgtoday.com/82-of-invest...
esgtoday.com
82% of Investors Expect Climate Risks to Impact Asset Prices Over Next Decade: Robeco Survey - ESG Today
Climate Change Increases as a Strategic Priority for Investors for First Time in 3 Years Climate change has increased as a priority for investors for the first time since political backlash picked up ...
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Rob Majteles @robmajteles.bsky.social · 08/10/2026
Smart economics and addressing climate change: (1) price and attribute externalities (2) polluter pays and (3) you break it, you own it. Less lazy, corrupted, economics would help too. “Climate change is a math problem. The solution is smart economics” blogs.edf.org/markets/2026...
blogs.edf.org
Climate change is a math problem. The solution is smart economics. - Market Forces
Climate change is a 53‑gigaton problem. Discover how carbon pricing, nature-based solutions, and cutting super pollutants can reduce emissions fast while supporting economic growth.
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Rob Majteles @robmajteles.bsky.social · 08/10/2026
Chuck Prince vibes now … “Billionaire Michael Novogratz said artificial intelligence is in the ‘biggest bubble of our lifetime’ and investors should jump in” www.bloomberg.com/news/article...
bloomberg.com
Novogratz Says AI Is in a Bubble, and Investors Should Pile in
The chorus of billionaire investors opining about an artificial-intelligence bubble is expanding, and Michael Novogratz, for one, says the speculative frenzy in technology stocks will keep growing.
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Rob Majteles @robmajteles.bsky.social · 07/10/2026
Pay attention to these, and others. This year’s El Niño will basically define what it’s like to live every day at global temperatures that models make clear will be routine 10 years from now. “The most ambitious ideas to save the world from El Niño” www.newscientist.com/article/2592...
newscientist.com
The most ambitious ideas to save the world from El Niño  | New Scientist
A monster El Niño is brewing in the Pacific Ocean – but there may be ways we can stop the worst impacts from occurring
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Rob Majteles @robmajteles.bsky.social · 07/10/2026
Whatever else is going on with Treasuries, note (1) US long term powerhouse cost of capital advantages were based on a 250+ year commitment to the ideals of the rule of law and liberal democracy (2) Trump wants to destroy all of this (3) investors will have to re-price the US.
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Rob Majteles @robmajteles.bsky.social · 07/10/2026
Is this what that Treasury Trumpetista Cult guy meant with his ‘I’m the house now’ rant thing?
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Rob Majteles @robmajteles.bsky.social · 07/10/2026
You break it, you fix it: attribution science will force oil companies to internalize their carbon dumping externalities. And, with any luck at all, force us all to stop pretending socializing losses and privatizing gains is capitalism. www.nytimes.com/2026/10/06/o...
nytimes.com
Opinion | The Science That Has Oil Companies Running Scared
However the U.S. Supreme Court rules, the work of holding oil companies accountable for climate change has a bright future.
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Rob Majteles @robmajteles.bsky.social · 07/10/2026
But, but … the sun doesn’t always shine and the wind doesn’t always blow? The industrial logic of the energy transition is relentless, and doesn’t care about the stupid things people say to try to sound smart. www.pv-magazine.com/2026/10/05/s...
pv-magazine.com
Securing power, controlling costs: How onsite solar and storage shield commercial users from grid volatility - pv magazine Global
In an era of rising utility rates, grid congestion, and shifting power markets, commercial and industrial companies are increasingly turning to distributed generation. Mary Beth Mandanas, chief execut...
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Rob Majteles @robmajteles.bsky.social · 06/10/2026
Excellent from Eugenia Unanyants-Jackson, Global Head of Sustainability at PGIM, especially these two simple points: 𝗥𝗶𝘀𝗸 𝗮𝗻𝗱 𝗶𝗺𝗽𝗮𝗰𝘁 𝗮𝗿𝗲 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗴𝗼𝗮𝗹𝘀 and 𝗜𝗺𝗽𝗲𝗿𝗳𝗲𝗰𝘁 𝗱𝗮𝘁𝗮 𝗶𝘀 𝗻𝗼 𝗿𝗲𝗮𝘀𝗼𝗻 𝘁𝗼 𝘄𝗮𝗶𝘁. www.linkedin.com/posts/eugeni...
linkedin.com
Climate Risk in Private Markets: A Growing Concern | Eugenia Unanyants-Jackson posted on the topic | LinkedIn
I largely stepped back from LinkedIn in September, but was listening to podcasts. I want to share some worth listening to. The first is Simon Hallett, Head of Climate Strategy at Cambridge Associates...
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Rob Majteles @robmajteles.bsky.social · 06/10/2026
Climate externalities will be internalized, the bill has come due … as it always does. Socializing these losses to privatize gains is idiot-level financial market behavior and bizarrely irresponsible government behavior. insideclimatenews.org/news/0210202...
insideclimatenews.org
New Jersey’s Middlesex County Sues Big Oil Over Escalating Climate Impacts - Inside Climate News
The lawsuit comes as the Supreme Court is poised to hear arguments in a similar climate case against oil companies. A ruling in the industry’s favor in that case could kill dozens of pending climate s...
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Rob Majteles @robmajteles.bsky.social · 06/10/2026
With apologies to William Gibson: the future is already here … we just refuse to evenly distribute it.
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Rob Majteles @robmajteles.bsky.social · 06/10/2026
Faster better cheaper wins. Slower worse expensive … is slower worse expensive, no matter how much whining and complaining it does. “Gas cars fall below 50% of global sales for the first time” electrek.co/2026/10/05/g...
electrek.co
Gas cars fall below 50% of global new car sales for the first time
Gas cars made up 49% of global new car sales in the first half of 2026, down from 73% in 2021. But hybrids are taking as much share as EVs.
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Rob Majteles @robmajteles.bsky.social · 05/10/2026
Either suffer investment losses from ‘surprise’ physical risk that impairs assets, halts business operations, and harms earnings or impact weight your investment analysis and act on that analysis.  Do your job or have it done to you. www.thelandbankinggroup.com/post/natures...
thelandbankinggroup.com
Nature’s Chokepoint: how physical risk flows through DCF-based equity valuation
Markets increasingly recognise that climate- and nature-related physical risk can affect enterprise value, but less consistently distinguish which effects belong in expected cash flows (numerator) and...
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Rob Majteles @robmajteles.bsky.social · 05/10/2026
Climate Adaptation ROI “As heat waves close factories, floods disrupt logistics networks, insurers retreat from regions, drought reshapes agricultural production, adaptation is one of the largest investment opportunities of the 21st century” www.sir.advancedleadership.harvard.edu/articles/ret...
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Rob Majteles @robmajteles.bsky.social · 04/10/2026
Do the work. Ignore the noise. Win. Repeat. “Sustainable Funds Beat Traditional Funds in 2026” www.morganstanley.com/insights/art...
morganstanley.com
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Rob Majteles @robmajteles.bsky.social · 04/10/2026
166% ROI. The industrial logic of the energy transition is relentless. “FedEx believes $300M electric truck spend will save them $800M” electrek.co/2026/10/03/f...
electrek.co
FedEx believes $300M electric truck spend will save them $800M in diesel
In a record-setting commercial truck deal, international shipping giant FedEx has placed an order for 2,000 all-electric box trucks from...
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Rob Majteles @robmajteles.bsky.social · 04/10/2026
Impact weight all risk analysis. Act on that analysis. Or, get crushed by everything you are ignoring and by those doing your job better than you are. It’s your choice. “How to defend against $1.1 trillion in corporate climate losses” trellis.net/article/how-...
trellis.net
How to defend against $1.1 trillion in corporate climate losses | Trellis
Climate risk costs rarely show on the balance sheet. Here’s the key to managing exposure.
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Rob Majteles @robmajteles.bsky.social · 04/10/2026
Big, small, planned, permissionless … it doesn’t matter: batteries are driving the energy transition, a transition driven by faster better cheaper trampling slower worse expensive no matter how much whining and complaining slower worse exensive does. www.technologyreview.com/2026/10/01/1...
technologyreview.com
How smaller, distributed batteries could help the grid
From e-bikes to stoves, here’s how companies are adding energy storage in surprising ways.
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Rob Majteles @robmajteles.bsky.social · 04/10/2026
Whether you know a lot or very little about batteries, you don’t know enough about batteries … and how they are the driving core of the relentless industrial logic of the energy transition. www.ft.com/content/b847...
ft.com
China’s bigger, better batteries
It’s the world’s fastest-growing power technology — and Beijing is dominant
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Rob Majteles @robmajteles.bsky.social · 03/10/2026
(1) fossil fuel total subsidy dependency doesn’t count (2) everyone not working in the fossil fuel industry is dumb (3) no data or fact of the energy transition matters, none (4) China bad (5) some aspect of my 30+ years of entrepreneurial background irritates them. I’d prefer AI slop responses.
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Rob Majteles @robmajteles.bsky.social · 03/10/2026
Standard responses I receive from those who work for fossil fuel companies when I talk about the relentless industrial logic of the energy transition:
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Rob Majteles @robmajteles.bsky.social · 03/10/2026
Everywhere you look, the industrial logic of the energy transition marches on — like with electric trucks noted below. It only requires, and apologies for this heavily technical term, not having your head up your ass to see it. thedriven.io/2026/09/28/e...
thedriven.io
Electric trucks are cheaper to operate than diesel in most markets, and offer two-year paybacks in some, new survey finds
Major new study finds that electric trucks are cheaper to operate than diesel counterparts in most markets, with two-year paybacks on offer.
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Rob Majteles @robmajteles.bsky.social · 03/10/2026
Faster better cheaper wins in Vermont, it wins everywhere. “The US state replacing power plants with home batteries [and VPPs]” www.bbc.com/future/artic...
bbc.com
The US state replacing power plants with home batteries
Spread across thousands of ordinary homes, Vermont's virtual power plant has become its largest power source. It's protecting owners from outages and providing cheaper, cleaner energy.
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Rob Majteles @robmajteles.bsky.social · 03/10/2026
There are so many great opportunities and solutions available to really attack and drive the energy transition forward, to win (in every sense of the word) in every dimension. Why not seize them all? Ignore the noise. Do the work. Win. Repeat. heatmap.news/energy/solar...
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Rob Majteles @robmajteles.bsky.social · 02/10/2026
These are all ambitious goals, we know. But, our job is simpler: achieve whatever success we can as investors, driving impact in these ways, and in so doing, at whatever level that ends up reaching, participate in the rethinking by investors of what impact and value creation really mean.
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Rob Majteles @robmajteles.bsky.social · 02/10/2026
Can we be a part of changing investor mindsets of from zero to positive sum thinking as they construct their portfolios, while we construct our own? Will successful impact investment efforts defined like ours create enough successful momentum to help redefine how value and valuation are defined?
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Rob Majteles @robmajteles.bsky.social · 02/10/2026
… where we can play a part, small or not-so-small (we’ll see), in awakening the animal spirits of public investors, all types, to attack the challenges and opportunities of the industrial energy transition for real.
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Rob Majteles @robmajteles.bsky.social · 02/10/2026
In addition to our expectations that this effort will be financially successful and rewarding for us and for all of our investors, we are also doing this because we are driven by our enthusiastic, optimistic, embrace of a theory of change …
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Rob Majteles @robmajteles.bsky.social · 02/10/2026
We are investing in the industrial energy transition in public markets where we believe we can build a great investment portfolio that defines impact as embedding, as inseparable, the financial and climate outcomes that drive world-class investment success.
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Rob Majteles @robmajteles.bsky.social · 02/10/2026
A big part of why Conor Platt and I recently launched Confluence Capital Impact Partners www.confluencecapital.com is to be a part of answering excellent questions, like those above, about public investing and impact.
confluencecapital.com
Confluence Capital Impact Partners
Explore how Confluence Capital’s active ETF model portfolio targets high-growth industrial energy transition sectors to deliver superior risk-adjusted returns.
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Rob Majteles @robmajteles.bsky.social · 02/10/2026
Can public equity investing really drive impact? Or, is it just moving paper around a bit — with no actionable theory of change that works? I get these great questions quite a lot these days. Some thoughts below, what do you think?
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Rob Majteles @robmajteles.bsky.social · 02/10/2026
The relentless industrial logic of the energy transition is awesome. Do the work. Ignore the noise. Win. Repeat. Deploy. Deploy. Deploy. “83 GW of renewables and storage coming in 12 months as fossil fuel capacity to fall” electrek.co/2026/09/28/e...
electrek.co
EIA: 83 GW of renewables and storage coming in 12 months as fossil fuel capacity to fall
Renewables and battery storage are projected to add about 82.7 GW of new capacity in the US in the next 12 months, according to new EIA data.
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Rob Majteles @robmajteles.bsky.social · 02/10/2026
The logic of the industrial energy transition is relentless: faster better cheaper wins, no matter how much of an idiot the President is. “Trump unable to stop clean energy revolution, as wind and solar output surges and coal shrinks” reneweconomy.com.au/trump-unable...
reneweconomy.com.au
Trump unable to stop clean energy revolution, as wind and solar output surges and coal shrinks
Trump administration appears to have bet on the wrong horse, with renewables surging and coal power shrinking despite his bluster and conspiracy theories.
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Rob Majteles @robmajteles.bsky.social · 02/10/2026
This is a “ridiculous moment in America - where, no matter how rich we are, we cannot enable a prosperous outcome in regulated utility areas as a default expectation” luminarystrategies.substack.com/p/the-utilit...
luminarystrategies.substack.com
The Utility Math Monster Eating America’s Cookies
Roughly 2% of the S&P 500 is a Chokepoint Preventing Multibillion Dollar Conglomerates from Funding Prosperous Infrastructure
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Rob Majteles @robmajteles.bsky.social · 02/10/2026
“If you owe your bank a shilling, you have a problem; but if you owe it a million, the bank has a problem."~John Maynard Keynes Nvidia turns to insurers to spread the risk of AI build-out   www.ft.com/content/d6a9...
ft.com
Nvidia turns to insurers to spread the risk of AI build-out
World’s largest listed company looks for new ways to draw Wall Street deeper into the financing of the AI boom
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