Tag: gas

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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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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An Unrecognizable World

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.”  Another notation is: “Amazon: desert”.  How accurate this might be if we are unable to…

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Don’t Fret CAFE Rollbacks

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 economy for their ICE’s (Internal Combustion Engines) and rollout of electric vehicles.  The article below is one…

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