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Energy Transition

  • Climate Change, Political risk, Bank of England, Gas, UK, Economy, Energy, Government Policy, Green Energy,
    September 20, 2023

    U-Turn on Net-Zero Raises Serious UK Market Risks

    Rishi Sunak’s U-Turn on Net Zero is politically expedient, but raises serious long-term questions about the investibility of the UK economy and its place in the world, but… hey, it might just win them some votes (just don’t let your kids know!)

    read more
  • Climate Change, Global Growth, ESG, Energy, Green Energy, Pre 2021 Porridge,
    December 21, 2021

    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.

    read more

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  • Geopolitics
  • Gold
  • Government
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  • Pre 2021 Porridge

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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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