Thursday, September 29, 2022

The “Energy Transition” Delusion: A Reality Reset

 Great report.


that years of hypertrophied rhetoric and trillions of dollars of

spending and subsidies on a transition have not significantly changed the energy landscape, nor

have they altered the long-standing geopolitical tensions inherent in supplying fuels critical for

survival. Civilization still depends on hydrocarbons for 84% of all energy, a mere two percentage

points lower than two decades ago


https://www.manhattan-institute.org/the-energy-transition-delusion


Wednesday, June 29, 2022

Speed of disruption: some of these things are not like the others

 



https://assets.jpmprivatebank.com/content/dam/jpm-wm-aem/global/pb/en/insights/eye-on-the-market/2022-energy-paper/elephants-in-the-room.pdf