Tag: effeciency

Climate Change in Financial Markets is Going Mainstream

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 especially those companies that have trillions of dollars of fossil fuels on their balance sheets that could end…

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Are You Getting On The Right Train?

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 about the financial consequences of the shift away from oil (and other fossil fuels).  As the article title indicates, energy companies…

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Could Oil Demand Peak in Just Five Years?

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 happen.  Usually when I make some bold statement about how fast things will…

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Another One Hits the Dust – Actually 2

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 Washington right now.  The information presented below speaks for itself but here are some of the highlights.  …

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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 investment and opportunity there exists in the transition.…

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Oil, Utilities Fight to Fuel Vehicles of the Future

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 today.  I am quoting the punch line above.  Transition from fossil fueled vehicles to those powered by electricity (hopefully,…

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Oil, Utilities Fight to Fuel Vehicles of the Future

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 vehicles (EV’s). While conventional wisdom continues to predict that a sizable portion of the market will still…

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