04
OCT
2018

Climate Change in Financial Markets is Going Mainstream

Two themes that I have written about a great deal come together in this article.  One is that risk of climate change is increasingly becoming factored into financial markets and financial decisions.  I’ve cautioned about being invested in fossil fuel industry assets...
22
SEP
2018

Are You Getting On The Right Train?

This post reverts back to the one I sent recently about peak oil growth. In that post I highlighted this point:  “Investors are increasingly sitting up and taking notice”. The following article, maybe not unintentionally published on 9/11, a day that changed the world, is...
16
SEP
2018

Could Oil Demand Peak in Just Five Years?

Two reoccurring themes in my posts are that mainstream thinking is wrong and that changes are going to happen much, much faster than the experts project.  One of those changes is how fast the transition from a fossil fuel economy to one that is powered by renewable energy will...
16
SEP
2018

Another One Hits the Dust – Actually 2

In following up on my last post about how insurance companies are retreating from providing coverage for the coal industry, here is information published by Sierra Club reaffirming that the retirement of coal plants is continuing unabated by anything that is happening in...
25
AUG
2018

More Abandonment of Coal

The retreat from coal is not only gaining momentum but beginning to become a tsunami.  Literally, TRILLIONS of dollars are being syphoned away from anything having to do with coal and there is nothing Donald Trump can do about this.  Once again I’ll say, Coal is a dead man...
18
AUG
2018

Thomas Friedman Has it Right

I’m sure that many of you read the New York Times and Thomas Friedman’s articles.  This one I found particularly interesting not so much for the political commentary but for how he describes the current status of the climate.  It’s worth a quick read of the entire article but...
18
AUG
2018

The last post I sent you the other day was about what will shape up as a titanic battle between oil companies and electric utilities as cars and trucks switch from gas to electric.  So, following up on that theme the following article is a fairly deep dive into the kind of...
18
AUG
2018

Oil, Utilities Fight to Fuel Vehicles of the Future

“While electric-vehicle adoption remains small globally, and is expected to rise gradually, the prospect of a large-scale shift is setting up a showdown between oil companies and utilities over who will power tomorrow’s cars.”   I am doing something a little different...
18
AUG
2018

It’s Never Over Until it’s Over

As I have written about on many occasions, the world is increasingly moving on from fossil fuels to renewable and distributed energy.  One of the reasons is that renewable energy now is cost competitive or cheaper that fossil fuels.  This is especially true if the fossil fuel...
29
JUL
2018

Oil, Utilities Fight to Fuel Vehicles of the Future

The following article appeared in the Wall Street Journal recently.  It reveals how energy companies are viewing the future of automotive transportation.  It also describes some of the investments that are being made in encouraging and preparing for a world full of electric...