By David Callaway, Callaway Climate Insights
Few market watchers I know think the volatility in global stocks, bonds and commodities in the first quarter is over. The Ukraine invasion grows worse every day. Interest rates are rising. And the chaos in oil and gas markets has flipped the climate change story on its head, for now.
But for what many are calling the busiest news cycle ever, markets proved remarkably resilient to what could still be the end of the world. Clean energy stocks in particular had a strong quarter, as investors were reminded once again (after Covid) that the world needs to move to renewables, and fast.
The optimism was on plain display this week in Silicon Valley, where the @Techonomy Climate conference was held — the first Techonomy event in person in more than two years. David Kirkpatrick and Josh Kampel are two old hands at tech publishing and…