Insulating materials slow the flow of heat from a warm house to the outside environment by a factor of 30-100x. This matters as 60-90% of todayโs global housing stock is 30-70% under-insulated. And the world is now grappling with devastating gas shortages, which may encourage policymakers to re-prioritize nearer-term energy savings. We think renovation rates could treble. This 12-page note screens who might benefit.