Sustainability In Your Ear

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Global investment in the energy transition reached $2.2 trillion in 2025, up 5% from the previous year despite political headwinds intensified. Peter Fusaro has watched this market evolve from a niche curiosity into a systemic financial concern. As founder of the Wall Street Green Summit, he's spent a quarter century connecting capital to climate solutions. This year's summit, the 25th in its history, will take place on March 10 and 11 in New York. This critical conversation arrives at an historic inflection point: insurance companies are withdrawing from climate-vulnerable states, AI data centers are straining electrical grids, and the economics of clean energy have fundamentally shifted.

The energy transition's bottleneck isn't capital, it's infrastructure. The U.S. went from 110 investor-owned utilities in 1992 to just 40 today, and consolidation meant underinvestment in transmission and distribution. Data centers consumed 2% of U.S. energy demand in 2020; Peter sees that climbing to 10-12% by 2030. Blackouts and brownouts are inevitable, he says. Yet his message is pragmatic optimism: ignore Washington and watch the capital markets and blue states where climate policy is embedded in law. Many companies are "green hushing," quietly pursuing sustainability without public positioning. The energy industry thinks in 40-year cycles, making the current political moment a blip. "I've spent 56 years now in sustainability, before it had a name," he says. "What I've learned is change takes decades."

Peter argues that Wall Street has genuinely internalized climate as systemic risk—not because of ideology, but because of opportunity. "Wall Street likes exchanges, likes to trade, likes volatility, and certainly likes uncertainty," he explains. "What people don't understand about Wall Street, it's about the edge. What's the arbitrage opportunity?" The reinsurance industry has stepped forward aggressively, funding carbon credits and sustainability projects. Peter's recent Earth911 article, "Climate Risk Has Become a Defining Economic Issue," explores these themes in depth.

However, he sees natural gas and renewables dominating the next 15 years, while geothermal is enjoying a genuine renaissance. His optimism rests on a demographic bet: "I have a tremendous valuation on young people. I'm 75. They're inheriting this world, and they get the sustainability message globally." The summit attendees includes no government officials and no academics, just people in the trenches building and financing solutions.

You can learn more at TheWallStreetGreenSummit.com. Earth911 is a media sponsor for the event.
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What we call waste is really just misallocated feedstock—raw materials waiting to be cycled back into the next generation of products and packaging. According to research by the World Economic Forum and United Nations Development Programme, the circular economy could unlock $4.5 trillion in new global value by 2030, and investors are racing to capture part of that opportunity. Meet Elizabeth Blankenship-Singh, Director of Innovation at Overlay Capital, an Atlanta-based alternative investment firm whose Waste and Materials Fund is backing both early-stage materials innovators and later-stage recycling operations with established infrastructure. Overlay's strategy involves investing in innovation and implementation simultaneously—in both startups and established companies—to accelerate progress across multiple layers of the circular economy. It offers a window into where smart money sees the materials transition heading.
 
Elizabeth explains that sortation is the biggest bottleneck at the materials recycling facilities (MRFs) your garbage and recycling are sent to after curbside collection. The U.S. is simultaneously the world’s leading exporter of scrap aluminum and the number one importer of finished aluminum, because we've lacked domestic sorting capacity. Overlay has invested in companies like AMP Robotics, which recently closed a 20-year contract with SPSA, a southeastern Virginia municipal authority, to sort all recyclables from four to five cities using AI-driven systems. When you fix sortation, she says, you trigger a domino effect: recycling rates climb, landfill life extends, and margins improve as higher-purity materials command premium prices.
 
Overlay's portfolio also includes next-generation materials companies united by a common thesis: they must be better, faster, cheaper, and more sustainable than what they replace. Cruz Foam converts chitin from shrimp shells into compostable packaging foam. Simplifyber uses cellulose to create biodegradable soft goods through 3D molding, bypassing traditional textile manufacturing entirely. Terra CO2 just closed a $124 million Series B to scale low-carbon cement technology that could cut into concrete's 8% share of annual global CO2 emissions. Each uses abundant, waste-derived feedstocks and has achieved or is on a clear path to price parity with incumbents.

You can learn more about Overlay Capital at overlaycapital.com
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Amazingly, the same Congressional bill that gutted residential clean energy tax credits also led to a major breakthrough in financing home geothermal systems. Dan Yates, CEO of Dandelion Energy, explains how the Big, Beautiful Bill introduced changes that, for the first time, allow third-party leasing of residential geothermal systems. He shares why this policy change could help ground-source heat pumps grow the way leasing helped rooftop solar. Geothermal heating and cooling is four times more efficient than a furnace and twice as efficient as air-source heat pumps. Yet only about 1% of U.S. homes use it because the upfront costs for new geothermal systems have ranged from $20,000 to $31,000. The new leasing model means new homeowners can get geothermal systems for just $10 to $40 per month on a 20-year lease, which is usually far less than what they save on energy.
 
Dandelion is working with Lennar, one of the largest homebuilders in the country, to bring geothermal to more than 1,500 homes in Colorado over the next two years. This will be one of the biggest residential geothermal projects in U.S. history. The benefits for the power grid could be even more important than the savings for homeowners. Geothermal systems use only 25% of the peak power that air-source heat pumps need, which is a big advantage as AI data centers increase electricity demand. Yates explains that the Earth works like a huge thermal battery, storing heat in the summer for use in the winter. Geothermal lets utilities reduce peak loads on the grid throughout the year, freeing homeowners from the cost of the most expensive power.
 
You can learn more about Dandelion Energy at dandelionenergy.com.
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The ocean provides half the oxygen we breathe, absorbs 30% of our carbon emissions, and helps control the planet's climate. By 2030, it's expected to support a $3.2 trillion Blue Economy. Yet 70% of proven ocean solutions, such as coastal resilience, coral restoration, and marine pollution cleanup, never move past the pilot stage. These projects often win awards and get media attention, but then stall because funding systems don't connect working ideas with the cities, ports, and coastal areas that need them. Stewart Sarkozy-Banoczy, co-founder and ocean lead at Okhtapus, wants to change that. Okhtapus, named with the Persian word for the octopus, uses a model that links what Stewart calls "the three hearts" of successful projects: innovators with proven solutions, cities and ports ready to use them, and funders looking for solid projects.
 
The first Okhtapus Global Replicator will launch in 2026. It will bring groups of proven innovators to work on important projects in specific places, such as a single port city like Barcelona, where Okhtapus already has strong partnerships, or a group of Caribbean islands facing similar problems. The aim is to have enough successful projects that funders stop asking "where are the deals?" and start saying "we've got enough." The platform focuses on late-stage startups and scale-ups, not early-stage ideas. Stewart calls these the "Goldilocks zone"—solutions that are proven enough to copy but still need funding and partners to grow. By combining several solutions for different locations, Okhtapus can offer investors portfolios that fit their needs and make a real difference in cities, ports, and island nations.
 
Stewart has spent twenty years working where climate resilience and policy meet. He was part of President Obama's Hurricane Sandy Rebuilding Task Force, led policy and investments at the Resilient Cities Network, and is now Managing Director of the World Ocean Council. "Ten years from now, if this is done fast enough," Stewart said, "we should have pushed hard enough on the funders and the system to change it. What we don't know is whether we'll get to the solution status fast enough for some of these tipping points."
 
To find out more about Okhtapus, visit okhtapus.org.

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For 15 years, the Dallas-based climate conference the EarthX conference has created space where fossil fuel executives and environmental activists, Republican appropriations chairs and Democratic climate hawks, find common ground. The organization targets three core stakeholders: the corporate world, policymakers, and investors seeking startups where environmental solutions are baked into the bottom line. Peter Simek, EarthX’s CEO, explains how reframing climate action around shared values—stewardship, economic opportunity, and love of the land—unlocks support that crisis messaging alone cannot reach.

The doom story doesn’t sell, Simek explained. “We’re not motivated as a species by doomsday language. It puts people in fight-or-flight mode.” He points out how climate became an identity issue, tangled up in culture-war debates over hamburgers and gas-powered trucks, when the real conversation should center on clean air, clean water, and protecting the places we love. “The EPA and the Clean Air and Clean Water Act were passed during the Nixon administration,” he notes. “There are ways to message this that appeals across lines.”

Simek bets heavily on bottom-up action as EarthX works to build bridges. States, cities, and private capital often move faster than federal mandates, he argues, and they’re harder to reverse with a single executive order. Texas leads the nation in renewable energy deployment because wind and solar make bottom-line sense. “Even as there’s a policy turn against it, there’s still the driving reality that solar and wind are viable energy sources,” he says. A new event in 2026, the EarthX Institute, will focus on two policy priorities: nuclear energy, where bipartisan consensus is growing, and urban biodiversity.

Whether conversations at forums like EarthX translate into policy velocity that matches the pace of climate impacts remains to be seen. Simek says he stays focused on tracking downstream results, specifically the investments funded, the coalitions built, and the policies incubated from the local level up. “It’s about finding those ways in which there’s common sense, common ground, common values,” he says. “Elements to talking about nature and the environment that no one can really disagree with.”

Learn more about EarthX and its upcoming April 2026 conference at earthx.org.
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