Category Archives: investments
AS Arman Oganisian of Stable Markets writes “There are no solutions, only trade-offs.” That is a fundamentally engineering attitude. It is fundamentally about the economics, and, in particular, the dramatic drop in levelized cost of energy for wind and renewables, … Continue reading
The story’s at Bloomberg.
On Sunday, 11th February 2018, I presented an Abstract of a 3 hour talk on the subject, “Carbon emissions and climate: Where do we stand, and what can be done if it all goes wrong?” at the Needham Lyceum, hosted … Continue reading
I spent a bit of last week at a symposium honoring the work of Charney and Lorenz in fluid dynamics. I am no serious student of fluid dynamics. I have a friend, Klaus, an engineer, who is, and makes a … Continue reading
Wally Broecker‘s “hat tip” of Lackner’s work:
What’s the Question? A question was posed by a colleague a couple of months ago: What are the odds of a stock closing at the same price it opened? I found the question interesting, because, at first, it appeared to … Continue reading
From Anthony J Webster and Richard H Clarke in Nature, “Insurance companies should collect a carbon levy”: Governments juggle too many interests to drive global action on climate change. But the insurance industry is ideally placed. With annual premiums amounting … Continue reading
(Updated Thursday, 27 July 2017) Schroders is a global asset management firm. They very recently issued a warning that current global trends put the planet on track for more than +4℃ warming. The full news brief, from them, is available … Continue reading
The creatures from Trumpland are planning an Energy Week in the upcoming, probably to lead up to the Fourth of July celebrations. Our Orange Leader … will tout surging U.S. exports of oil and natural gas during a week of … Continue reading
Flash from InsideClimate News: ExxonMobil shareholders voted Wednesday to require the world’s largest oil and gas company to report on the impacts of climate change to its business—defying management, and marking a milestone in a 28-year effort by activist investors. … Continue reading
I testified at the Weymouth, Massachusetts hearing for the MA Senate Climate and Clean Energy Tour. Here’s Senator Marc R Pacheco introducing the Tour: The Weymouth hearing was recorded and is available on YouTube in three parts: https://www.youtube.com/watch?v=M3EHAp9Hjf8 https://www.youtube.com/watch?v=OP5buad0nFQ https://www.youtube.com/watch?v=Dy5TNyx5Vdw … Continue reading
“The [transport-as-a-service] disruption will crater the value chain of the oil industry” (RethinkX)
… By 2030, the report predicts that oil demand will drop to 70 million barrels per day. The resulting collapse in prices will be catastrophic for the industry, and these effects are likely to be felt as early as 2021. … Continue reading
See the statement from Sharpe himself. Hat tip to Matt Levine of Bloomberg.