Rethinking Choices

Russia’s invasion of Ukraine could spark global food riots – the solution is precision fermentation

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 …

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How Energy Disruption Led to Russia-Ukraine Crisis – and How the Crisis Will Accelerate Disruption

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 …

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The UN climate panel still doesn’t understand technology – and it matters

With the Sixth Assessment Report of the United Nations Intergovernmental Panel on Climate Change (IPCC) being released, it’s important to revisit the climate scenarios that are its centerpiece. These scenarios form the basis of the climate science community’s modeling and projections, which in turn affects governance and investment decisions across the world. Trillions of dollars …

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JP Morgan’s misinformation on the clean energy disruption – a handy guide

  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 …

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The Next Economy: Why the growth and degrowth debate misses the point

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 …

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The fastest route to net zero is not a carbon tax: it’s ending the $6 trillion/year fossil fuel bailout

Global business groups are calling on governments to pursue an international strategy on carbon pricing at the COP26 UN climate summit. While well-intentioned, the reality is we don’t need carbon pricing to create a level-playing field in global markets. We just need to end trillions of dollars of subsidies to the coal, oil and gas …

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Restoring Our Faith in Human Progress: Part 1 – How Prosperity Solves Problems

OK, Doomer…  Doom and gloom are everywhere, and not just because of what the COVID-19 pandemic has done to societies and economies across the globe over the last 18 months. A deeper contagion of pessimism has been spreading as well. The belief that we are doomed by climate change, and that all other human progress …

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