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TNI Energy Transition Research
True North Institute researches some of the most fundamental over-arching investment challenges that institutional investors will confront in the decade ahead.
featured research
June 2026
Next-Generation Geothermal Energy Whitepaper
The True North Institute’s Next-Generation Geothermal Energy Whitepaper explores the emerging opportunity for geothermal energy to become a scalable source of firm, 24/7 carbon-free power. Drawing on extensive industry research, technical due diligence, and analysis of leading geothermal companies, the report examines the technologies, economics, market potential, and investment landscape shaping the sector.
The whitepaper evaluates advanced drilling technologies, cost reduction pathways, supply chain constraints and the role geothermal could play in the global energy transition. Specific investment opportunities are evaluated across developers and enabling technologies (picks and shovels).
TNI Library
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- Energy Transition Investment Framework
- Funding The Hardest Climate Tech
- Technologies
The Role of Carbon Taxation in the Global Energy Transition
The cost of carbon abatement by any company over the next two decades is a key determinant of that company’s value today. Approximately half of the global economy or half the public companies in the world will see the cost of carbon abatement having a material impact on their valuation.
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