EIP Weekly Reads for 2/8

Energy Impact Partners is a strategic investment platform leading the energy transition. And we read a lot. Here are some of the key stories making the rounds with us this week.

• Once again locked in fierce combat against the Norwegians, America's long-simmering Cold War heats up in this GM electric vehicles Superbowl ad. In other mobility news, Apple is getting close to a deal to build it's autonomous EV with Hyundai. And Duke spins up a new subsidiary to help cities and large corporates transition to EV fleets.

• There's a great new cost-benefit analysis from LBL on grid modernization. There are a lot of best practices from analysis of 21 utility plans. Also in the nerdy study department, we took a look through this analysis on electrification versus gas/heating oil.

• Oldie-but-goodie Twitter thread on Executive Leadership. Before those buzzwords turn you off, let me say it's the best breakdown I have ever seen in any medium of how to transition from being a small-company CEO to a "Proper CEO." And it's a 2 minute read.

• Stellar overview of the challenges shale oil will have in bringing back investment, as well as the forward looking trends for M&A and cash flow.

• We invested in Powin! And Volta, another company in the EIP family, is SPACing. Plus the Arcadia program to provide clean energy as an employee benefit scored a big win with Goldman Sachs hopping on board.

• Shayle is killing it on Charts-of-the-Week, two in a row, this time with a one from BCG breaking down the sources of global emissions.

  

Plus, Leeds United lost to Everton on Wednesday despite a wicked goal from Raphinha and an incredible show in the second half - but still managed to rise to 11th place in the Premier League. Today, they play Crystal Palace and will set right the wrongs from the first leg of that particular tie back in November.

Adam James is the Chief of Staff and Senior Vice President at Energy Impact Partners. You can follow him here on Twitter and here on LinkedIn.