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...
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...
03
AUG
2018

In Case You Have Any Doubts…

In case you or someone you know still has any doubts about the fact of human caused climate change or of its devastating consequences and effects this article should make you think twice a hundred times.  Events are unfolding along the lines that have been predicted for a few...
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...
29
JUL
2018

An Unrecognizable World

The map below does not copy well to this posting.  The title is “The World: 4 degrees C Warmer”.  And it notes, “No one knows exactly what this world will look like, but models provide insights into forced human migrations and our future power generation.”...
14
JUL
2018

Renewable Energy Cost Now Challenging Even Natural Gas

When Sierra Club began the effort to challenge the final permitting of a proposed coal fired power plant being built by Indeck in Elwood, Illinois southwest of Chicago near Joliet, we never could have imagined where we’d be some 16 years later.  After 8 years Indeck threw in the...
16
JUN
2018

Don’t Fret CAFE Rollbacks

There are untold numbers of articles reiterating the fact that regardless of what the Trump Administration does about reducing the current CAFE (Corporate Average Fuel Economy) standards it would be insane for the auto manufacturers NOT to continue pushing forward on maximum fuel...