Initiative Area

Financing the Energy Transition

JFI’s Financing the Energy Transition Initiative addresses a question fundamental to building a greener future: how do we shape markets for various energy projects to incentivize the private sector to come online in force?

Our team of data analysts and energy markets experts leverages particularized financial modeling analysis as well as larger-scale market simulation to understand the structure of, and the possibilities within, the energy transition. 

WORK WITH US

We offer three capacities to policy and private finance partners: we conduct financial and levelized cost analyses of green energy technologies; we conduct regular surveys of investor sentiment analysis by sector; and we’ve built a first-of-its-kind agent-based model, Impulse, to evaluate the effect of public policy and concessionary credit on the propensity of private energy investors to invest in energy technology to clear thresholds of large-scale commercial viability.

Financing the Energy Transition Contributors

Higher Education Finance

Eduard Nilaj

Data Science Research Associate

Special Projects

Francis Tseng

Lead Independent Researcher

Guaranteed Income

Jack Landry

Research Associate

Chief Research Officer

Jerome Hodges

Financing the Energy Transition

Jonah Allen

Research Associate

Social Wealth and Financing the Energy Transition

Jonathan Calenzani

Fellow

Higher Education Finance

Laura Beamer

Lead Researcher

Center for Active Stewardship

Mikhael Gaster

Fellow

Climate

Natalie Leonard

Fellow

Center for Active Stewardship

Nolan Lindquist

Executive Director

Social Wealth

Paul Katz

VP and Lead Researcher

Social Wealth and Financing the Energy Transition

Sina Sinai

Research Associate

Related Publication Series

Financing the Energy Transition

This series presents at investors and policymakers with a high-level picture of the factors influencing the financing and bankability of green technologies in the United States. For each technology -- including nuclear, solar, wind, hydrogen, long duration energy storage, carbon capture, and industrial decarbonization -- our team of data analysts and market experts conducts in-depth interviews with investors and scholars to ground sector-specific levelized cost models. These models, in turn, allow us to capture the key sensitivities governing each technology's cost profile and identify the most important levers for optimizing their financial viability. With these reports, we aim to equip decisionmakers, on both the investment and the policy sides, with the insights they need in order to make informed decisions that will accelerate the transition to a low-carbon economy.

Labor Market Policy and the Energy Transition

Over the next year, JFI will be working on policy related to the twin opportunity of the climate labor gap and the skilled labor institutional gap. The current landscape of the climate transition reveals a paradoxical juxtaposition: paired forward-thinking policies around capital deployment stand in contrast to retrograde skilled labor policy. This combination will only serve to undermine and delay the energy transition while also wasting an opportunity to construct truly ambitious, sorely-needed new institutions. In the coming series, we’ll investigate what it would take to build these new institutions.

Recent Updates

Event

JFI at Climate Week

JFI and our affiliate initiative, the Center for Active Stewardship, are hosting a series of events during NYC Climate Week.