Tag Climate Change

The Best of Times and Worst of Times; The US, UK and Climate Threats

The widening gulf in the outlook for the US and UK economies is stark. UK housing and the mortgage markets are a rising threat – but maybe we are looking at the all the wrong things as the Climate Crisis (oh, yes, remember that) comes back into focus.

Part 1: Energy Insecurity is the Long Term Threat

Energy Insecurity is the major factor underlying market angst. I’ve been warning about it for years; initially because of mis-investment due to the ESG/climate change bandwagon, and then bad government policy ignoring security of supply. Look where we are now… This morning let me present 2 morning porridge offerings: 1) Why Energy Insecurity remains the Long Term Threat, and 2) The potential of Hydrogen/Ammonia to solve it. This includes a guest post from Brett Morris on what the Australians are looking at.

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.

Militant ESG has become the biggest threat to solving climate change and energy transition

It’s easy to say no to an investment likely to generate hostile news. It’s simple to go along with increasingly Militant ESG rhetoric on gas to avoid negative headlines. But - we will fail to reach Carbon Net-Zero unless gas remains part of the transition equation and governments get a grip on energy strategies.

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.