With earnings season well underway, companies are providing more (and new) details around how climate-related policy incentives are factoring into their strategic and capex planning. These incentives, which have also been the focus of some debt ceiling negotiations, will positively impact both traditional and “new economy” industries in the climate transition.

This month, we also explore the disproportionate impacts of tighter financial conditions on low-income households and companies that can benefit from evolving consumer preferences.

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