Rethinking Energy

Largest EU economy can reach 100% ‘clean energy’ by 2035 for less than fossil fuel spending

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 …

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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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Rethinking the Jevons Paradox: Why more clean energy efficiency is good for the environment

  “What about the Jevons Paradox?” This is a common refrain in environmental discourse. It’s another way of asking, “won’t new technology always just create more problems than it solves?” William Stanley Jevons was an English economist and mathematician who noticed in 1865 that, paradoxically, the consumption of coal actually increased when technological progress improved …

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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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How to Achieve Rapid, Cheap Energy Decarbonization Using the RethinkX Clean Energy U-Curve

We are witnessing the start of the most profound disruption of the energy sector in over a century. Like others throughout history, this disruption is the result of a convergence of several key technologies – namely, solar photovoltaics, onshore wind power, and lithium-ion batteries (SWB). A 100% SWB energy system is possible as soon as …

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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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Unimaginable Clean Energy Abundance Could Be Ours – Ending the Age of Resource Scarcity Part 2

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 …

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Ending the Age of Resource Scarcity Part 1 – Why mineral shortages won’t derail clean energy

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 …

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