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From Wind to Storage: Norway’s $2.2 Trillion Fund Pivots to the Grid

From Wind to Storage: Norway’s $2.2 Trillion Fund Pivots to the Grid

The world’s largest pool of capital is looking for a place to park its energy. After years of anchoring its renewable portfolio in the spinning blades of offshore wind and the sprawling glass of solar farms, Norway’s Government Pension Fund Global has signaled a transition into the infrastructure that makes

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Europe Draws the Line on Carbon Removals While the Rest of the World Hesitates

Europe Draws the Line on Carbon Removals While the Rest of the World Hesitates

Brussels, February 2026 — The European Union has done something climate markets have argued about for years but never quite resolved. It has written a rulebook for permanent carbon removals. This week, the European Commission adopted the EU’s first certification methodologies for what it defines as permanent carbon removal. The

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Historic EU–India Trade Deal Signals New Global Trade Order

Historic EU–India Trade Deal Signals New Global Trade Order

A Deal Decades in the Making For nearly two decades, trade negotiators from Europe and India circled one another, meeting, pausing, restarting, and retreating again. On January 27, that long courtship ended. The European Union and India reached a sweeping free trade agreement that leaders on both sides now describe

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A Small Sell, a Bigger Signal: What Nordic Pension Funds Are Saying About U.S. Stability

A Small Sell, a Bigger Signal: What Nordic Pension Funds Are Saying About U.S. Stability

A quiet but consequential recalibration is underway in Northern Europe. Some of the region’s largest pension funds are reducing or exiting U.S. Treasury holdings, signaling that geopolitical risk and political volatility are now being weighed alongside yield and liquidity in long term portfolio decisions. The moves come amid heightened transatlantic

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