Following up on my last posting about the fuel economy standards that the Trump Administration is attempting to reduce, I want to remind you of another theme that I have harped on for years: that technology is progressing, and going to continue to do so, much more rapidly than “conventional wisdom” perpetrated by mainstream sources would have you believe. Battery capacity, size, price…
Last June after the Trump Administration announced that is was going to roll back the Obama era fuel economy standards I told you not to worry about that. Here’s the link to that posting. Don’t Fret CAFE Rollbacks 10 months later the message is still the same and what I said then is being reiterated again now… “”It’s a global…
Continuing on the theme of changes in the weather due to a warmer planet, this article points out how climate change is affecting people in ways that are not obviously clear. Take a guess what kills more people worldwide than alcohol use, kidney failure or too much salt. Smog. I know that quite a number of you reading this…
In the last article I sent out it mentions the world’s ‘Third Pole”. That region is the Hindu Kush Himalayan mountains. And a warmer climate is melting it as well. “Glaciers in the Hindu Kush Himalayan region, which spans eight countries in South Asia from Afghanistan to Myanmar, could lose more than a third of their volume by the end…
There have been a great deal of articles recently with information and developments which I want to share with you. My practice has been not to deluge you with emails from me and limit my posts to 2 or 3 a week. I’ve decided to alter that practice for the time being and write to you more often, if I can find the time.…
The data from scientists just gets scarier and scarier. Despite the fact that you may look out your window and not see much change in your immediate landscape, massive changes are happening around the globe that are already having a significant impact on our planet and many other people around the globe are already feeling the pain. The recent…
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…
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.…
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 here’s the most poignant parts for me. “it’s as if Mother…
“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,…