Germany can shift its entire electricity system onto solar, wind and batteries by 2030 for less than 1% of its GDP. And the country’s entire energy system can go 100% clean energy by 2035 for less than what it spends on fossil fuels. In 10-15 years, Germany can change everything, permanently ending the era of …
Russia’s invasion of Ukraine is about to set in motion a chain of feedback effects leading to a sudden, rapid escalation of global political instability. Various UN agencies, and now the IMF, have warned of social unrest at a similar scale to the ‘Arab Spring’ events in 2011. What few understand is the role of key technology …
Conventional analysts are looking at the Russian invasion of Ukraine through the lens of military strategy and geopolitical rivalry. But the invasion and its geopolitical consequences can only be properly understood in the context of wider transformations in the global economy, driven by disruptions unfolding across every major sector, namely, energy, transportation, food, information and …
The JP Morgan Asset and Wealth Management Annual Energy Paper is one of the most influential publications among global investment and business leaders in the energy sector. But JP Morgan Chase’s 2021 Annual Energy Paper is a deeply flawed piece of work that promotes some serious misinformation about the clean energy transformation, reinforcing the …
JP Morgan’s misinformation on the clean energy disruption – a handy guide Read More »
During COP 26, as he was on route to the G20 summit, British Prime Minister Boris Johnson had an extraordinary message. Civilization could collapse “like the Roman empire”, he warned, “unless we get this right in tackling climate change.” “Humanity, civilization and society can go backwards as well as forwards and when they start to …
The Next Economy: Why the growth and degrowth debate misses the point Read More »
It’s often thought that clean energy represents a transition from cheap, abundant fossil fuels to expensive, scarce renewables. In this analysis, we will explore how this fear has it exactly backwards: in reality, the clean energy disruption will usher in a fundamental transformation in the way we produce energy, one that can revolutionalize the specific …
It’s often believed that the clean energy disruption could be fundamentally constrained by resource scarcity in the form of insurmountable raw materials and mineral bottlenecks. Increasingly, some argue that it entails a net decrease in the energy available to societies, and therefore warn of an unavoidable decline in material prosperity in coming decades. In the …
