View email in browser

Cars and trucks are responsible for nearly one-fifth of carbon emissions in the US, and electric vehicles (EVs) represent the future that will replace them. While the vehicles may get most of the media attention, it’s the battery economy, which also supports renewable energy storage systems and grids, that is at the heart of the climate transition and offers opportunities for sustainable investors. Morgan Stanley recently called batteries “the new oil,” and Goldman Sachs says we’re in the middle of a “Great Battery Race.”

As EV makers try to improve their ESG ratings, avoid supply chain constraints, and have the most competitive product on the market, there’s great potential for disruption in the battery sector. We’re seeing new chemistries and next-generation technologies emerge. 

  • To avoid using cobalt, most of which is mined in the Democratic Republic of Congo, where child labor is rife, some companies are turning to lithium iron phosphate or LFP batteries

  • The world’s biggest battery maker is among those developing cheaper sodium-ion batteries

  • Solid-state battery companies like Solid Power and QuantumScape have raised money from Ford, BMW, and Volkswagen. 

  • There’s recycling of lithium-ion batteries for raw materials, and some miners are looking for reserves in countries with more stability and human rights protections.

It’s great to see such innovation in this rapidly growing ESG space. Hit reply and let us know how you’re thinking about the climate transition.

This week, our fearless former colleague, Michael Smith, was confirmed by the Senate as CEO of AmeriCorps, the federal agency for national service and volunteerism. Congrats, Michael! 
Sustainability in Institutional Investing
As the ESG movement continues to build, institutional investors are jumping in at record numbers. Pensions & Investments highlights overarching trends they’re seeing (with some great graphics!).
Read More
Sustainable Aviation Fuel is Taking Off
Making aviation history recently was a United Airlines passenger flight using 100% sustainable aviation fuel (SAF), and British Airways signed a multi-year SAF supply deal. However, high costs and low supply are still hurdles for SAF.
Read More
Black Women Gamers Aren’t Unicorns — They’re the Future
Jay-Ann Lopez, founder of Black Girl Gamers (BGG), writes that the white male-dominated gaming industry is democratizing. But it’s creators-turned-entrepreneurs who are doing the necessary work to address the lack of transparency and seemingly unclosable gaps in gaming.
Read More
Bumble Joins the Billion Dollar Club
Women-first dating app Bumble surpassed $1 billion global consumer spend — one of only 15 non-gaming apps to do so. It’s great to see that women are in control at Bumble HQ, too: senior leadership is majority women, and the CEO is the youngest self-made woman billionaire.
Read More
Show your Gratitude
Want to show your appreciation for healthcare workers and all they’ve done during this pandemic? Leave a message on the Gratitude Hotline or write a note to be shared with healthcare workers this holiday season.
Read More
Ending Overdraft Penalties
Capital One just became the first major bank to end overdraft fees, which anti-poverty advocates say disproportionately impact low-income people.
Read More
Stay Connected!  
FB   TW   INSTA   FB   PINT   mail   PINT

To learn more about the Case Foundation, visit
To update your profile or to receive less messages click here.
To unsubscribe from these emails click here.
Our mailing address is: