The retreat from coal is not only gaining momentum but beginning to become a tsunami. Literally, TRILLIONS of dollars are being syphoned away from anything having to do with coal and there is nothing Donald Trump can do about this. Once again I’ll say, Coal is a dead man walking. With examples such as so many insurance companies divesting I wonder why others continue…
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…
One of the reasons that I write this blog is to provide information on the consequences of climate change early on that you may miss in the main stream media. I try to keep it relevant to people so you can use it to make smart decisions under changing circumstances. This post is another pertaining to protecting the value of…
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,…
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 energy is from a new plant. Secondly, more and more it is being…
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…
If you go to my website, franklytalking.com, and look back over the years of posts, you’ll see quite a few are pointing out the economic and investment risk that climate change threatens. Gradually, over the past years, the alarm has been growing and growing. Undoubtedly, there is going to be disruption to “business as usual.” Enormous shifts of capital are…