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.…
I’m sure you are aware that over half of US coal fired power plants have been closed since 2002 when the Sierra Club Beyond Coal Campaign began. (281 retired and 249 to go) And almost no new ones have been permitted for construction. This has not only reduced significant amounts of CO2 but also small particulate matter and other emissions…
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…
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…
The urgency of fighting to limit the affects of climate change is becoming quite clear in the consequences that are already occurring. In the last post I described the impact to real estate that is near the ocean coastlines. Continuing on the same theme this article describes just some of the consequences from forest fires that are becoming more frequent…
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,…
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 decades now. Have you seen any of the articles about how…
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…