Insights
Hydroclimatic risk, or “water risk,” goes far beyond the so-called water industry.
Points of view, working memos, and event notes on hydroclimatic risk — the capital, technology, and customers reshaping how industry and society adapt to hydroclimatic risk.
Our Focus in Coastal Infrastructure Monitoring Is Now a Higher Priority
Two developments — the U.S. federal pullback and a call to “innovate or die” — turned a decades-old opportunity into a present priority.
What We Are Not
Most 'climate' and 'water' funds are easiest to understand by what they chase. We find it more useful to be precise about what we decline — five deliberate boundaries that define Mazarine Climate.
The Mirage of Water Scarcity as a Venture Opportunity
Water scarcity looks like the perfect investment thesis. Why the disciplined capital mostly steers clear — and where the real opportunity actually sits.
Two Camps in “Water”
The capital chasing “water” splits into two camps — the Romantics who try to make the resource itself investable, and the Pragmatists who treat water as a risk factor and quietly perform better.
Frozen Assets, Thawing Risks
Why the cryosphere is the most compelling — and underserved — corner of the hydroclimatic risk landscape.
Lakes in Our New Climate Reality
Freshwater lakes are on the front lines of climate change — yet routinely overlooked by both the climate community and the so-called “water industry.”
Hillsides on the Move
Why landslides, mudslides, and rockslides are climate change's most underpriced infrastructure risk — and a water risk the water industry doesn't see.
Snowpack: The Hydropower Industry’s Quiet Headache
Why a melting reservoir in the mountains is the most underpriced variable in power generation — felt most acutely in hydropower, increasingly across thermoelectric too.