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Category Green Energy

The Long and the Short and the Tall of trying to figure out investment strategies.

Markets are focused on the immediate debt-ceiling crisis, and the short-term game of guessing rates vs inflation. Down the line are the bigger challenges of the medium and long-term: issues we need to be investing in now to garner long-run returns or just to survive!

Wind, Carbon Life-Cycle Costs, and Why we need Other Renewables..

Wind power is the not the renewable energy panacea we are told it is. It is part of the climate change solution, but we need to understand it’s limitations, and not allow it to distort energy transition. More should be spent on alternatives like tide, hydro and thermal.

The Crisis Approaches; Energy Security and the Nuclear option.

Energy and Food Security are intricately linked – and constitute the biggest and most immediate “no-see-um” threat markets have faced in decades. It’s time to get real about addressing energy transition and security, and climate change by accepting Nuclear energy is the most viable solution in the time left us.

Guest Post: Miles Morland – How Green is your Telsa

Markets and Politicians share many common traits – they over enthuse on the upside and fail to grasp hidden costs and dangers. The Morning Porridge is resolutely in favour of climate change mitigation, but the current headlong plunge into renewable energies and lithium batteries has the potential to end up an environmental and market disaster.

Christmas Special Number 1: Energy Transition and Why We Should Not Panic..

Climate Change and Energy Transition is one of the great challenges to capitalism and market economies – but there is no reason to fear it. Its complex, but infinitely solvable. The technologies exist to achieve carbon neutrality by 2050 at a cost far less than doomsters fear.

Net Carbon Zero – is this the only way?

The International Energy Authority (IEA) is grabbing all the climate change headlines with its demands for Carbon Zero by 2050 and increased spending on renewable energy. The IEA now represents the consensus – the received wisdom. How achievable are their targets? Or will economic reality and rising costs of climate abatement result in something very different? It’s easy to demand neutrality – but will be frighteningly difficult to achieve.