https://www.shenandoahdrive.com/research daily 0.75 2026-01-29 https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/44659678-4522-4376-8838-975b893453b3/SDP+-+white+no+background.png https://www.shenandoahdrive.com/research/obbb-climate monthly 0.5 2025-08-22 https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/745a009e-ae62-4f5c-b32c-12f716918704/ea7a507f-420f-451f-a4b6-21fd9653c495_1068x355.png Research - The Climate Winners and Loser of the One Big Beautiful Bill Act - Make it stand out Source: Rhodium Group https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/fc1a8735-e093-4e74-aea5-d726ef6ffc4e/35d8710d-a627-4234-9fa8-a2b370bf77ae_585x222.jpg Research - The Climate Winners and Loser of the One Big Beautiful Bill Act - Make it stand out Source: Constellation Energy, Crane Clean Energy Center https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/48bbd1e5-bc02-44c9-9749-81d2fe87bd4c/898af9a3-c159-4e49-8aec-821787f33591_1068x488.webp Research - The Climate Winners and Loser of the One Big Beautiful Bill Act - Make it stand out Source: Rhodium Group https://www.shenandoahdrive.com/research/nuclear-fusion-still-20-years-away monthly 0.5 2025-08-22 https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/6f76d252-b640-454e-a2f8-7eec876624a9/Nuclear+overview.jpg Research - Nuclear Fusion: Still 20 Years Away? - Make it stand out Source: International Atomic Energy Agency https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/cc6fcc26-fe1d-4889-8569-8834a353f3b4/260aeded-2be5-4022-8968-e55c0b88e071_936x620.jpg Research - Nuclear Fusion: Still 20 Years Away? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/191da5b3-b9e3-4a33-b57a-51a2524f0156/e0725d1a-c344-4c4a-86f4-05af11da6858_864x434.png Research - Nuclear Fusion: Still 20 Years Away? - Make it stand out Source: Fusion Companies Survey by the Fusion Industry Association https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/d45ac53c-caf7-45fd-8832-6af95b702326/34948f10-644b-4192-ba91-c2f8ff69f3f4_637x347.jpg Research - Nuclear Fusion: Still 20 Years Away? - Make it stand out Source: FIA, CATF https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/aac380c3-98e0-46c3-882f-217519b80ea7/Focused+Energy.jpg Research - Nuclear Fusion: Still 20 Years Away? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/0a665277-69d3-4cfe-8a79-d2f8a6c5ff41/6bf4dae6-a9e5-4642-8c34-7e7af8fd6cd3_540x347.jpg Research - Nuclear Fusion: Still 20 Years Away? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.shenandoahdrive.com/research/clean-hydrogen-investment-framework monthly 0.5 2025-07-02 https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/627b6470-1fc2-496a-b532-c110e669b738/NFGS-Chart_1.jpg Research - Clean Hydrogen Investment Framework - Make it stand out Source: NGFS for bar chart data; 60% maximum is Partners Capital electricity share estimate assuming total energy demand rises to 430 Ej and electricity consumption is 72,000 TWhs in 2050. https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/ffaae5ad-9049-48af-bf62-2421fa1b98bd/Forecast-Range.jpg Research - Clean Hydrogen Investment Framework - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/afe5f108-2fe3-43bb-a56d-6ee31731ce8b/Hydrogen-Ladder-Chart.png Research - Clean Hydrogen Investment Framework - Make it stand out Sources: Goldman Sachs Carbonomics 2023 for cost of abatement figures; IEA for total carbon emissions; aviation cost of abatement is not broken out from shipping cost, so we show the same costs for both. 2050 base case scenarios from Partners Capital analysis of each application. https://www.shenandoahdrive.com/home daily 1.0 2026-01-30 https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/124a1325-9686-4774-ba6a-d53e472fe654/SDA+-+Transparent+Background+Logo.png https://www.shenandoahdrive.com/team daily 0.75 2026-01-31 https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/7f6ee648-31c2-4d8f-a28f-b9f074fc09da/CJ+Headshot.png https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/bbe60c10-5a52-4541-9c0f-8827fe27d51a/Jason_jacket_round.png https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/15be9136-17fb-4cff-92bc-ba79fa7fc9ff/JB+Headshot+-+round.png https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/7b3fec7a-d414-48e9-8399-817300d65d31/SDA+-+Transparent+Background+Logo.png https://www.shenandoahdrive.com/about daily 0.75 2026-01-31 https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/b356afd5-fcf3-4831-9d04-8f4f702f21cc/IMG_6079.JPG https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/3fa9203f-894b-48e1-97d7-66691853edd6/IMG_6118.JPG https://images.squarespace-cdn.com/content/v1/6855ea280dbe1a4dbc1c28ac/7b3fec7a-d414-48e9-8399-817300d65d31/SDA+-+Transparent+Background+Logo.png https://www.shenandoahdrive.com/substack daily 0.75 2026-01-31