Documenting the business story of the century. Stranded carbon assets and the transition to renewable energy!
Joined September 2020
- Tweets 141
- Following 134
- Followers 25
- Likes 162
3 Photos and videos
23 Jul 2021
It’s like a cascade now
23 Jul 2021
Race to electrification continues.
@MercedesBenz will invest over $47 billion in battery electric vehicles this decade and cut investments on ICE and hybrids by 80% between 2019 and 2026 wsj.com/articles/mercedes-be…
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Stranded Carbon Assets retweeted
26 May 2021
It's your weekly NYT Climate FWD: newsletter, with items on Biden's plan for Pacific wind farms, the dire Western drought, disaster season prep and a shifting view of climate change and hurricanes that shows how science really works. Why not subscribe? nyti.ms/3fKTXfz
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26 May 2021
Again, this is BIG!
26 May 2021
Wow, Wow, Wow--Dutch court orders Shell to cut the absolute level of its carbon emissions almost in half by 2030. This could be game-changing
reuters.com/business/sustain…
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26 May 2021
Big deal
A Dutch court ruled that the oil giant Shell has a legal responsibility to cut greenhouse gases. The decision could have consequences for the rest of the fossil fuel industry trib.al/3bVCJKf
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9 Apr 2021
Business story of the decade. #StrandedCarbonAssets 👀
8 Apr 2021
The biggest risk/correlation to equity markets over the next decade has nothing to do with interest rates.
It will be carbon tariffs and it will blow up every DCF model of every company in the public markets...
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Stranded Carbon Assets retweeted
EI's @robbieorvis says the U.S. won't be able to push other countries to adopt strong #ParisAgreement commitments unless it does so itself - pledging a 50% reduction by 2030. (via @Chemnipot)
eenews.net/stories/106372829…
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15 Mar 2021
9 Mar 2021
The major energy milestone we all saw coming: The United States got more electricity from renewable energy sources than coal last year.
bit.ly/3aUhZn5
Stranded Carbon Assets retweeted
11 Mar 2021
'Tomorrow's heat is today's opportunity': UK gas networks publish 2021 green gas plan businessgreen.com/news/40283…
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Stranded Carbon Assets retweeted
12 Mar 2021
Senate Democrats are retooling energy tax reform legislation that was first proposed two years ago but which failed to advance in a Republican-led Congress.
bit.ly/3bKzabv
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Stranded Carbon Assets retweeted
25 Feb 2021
The near future of global energy, as seen today in the EU:
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Stranded Carbon Assets retweeted
23 Feb 2021
“The proposal, seen by Reuters, would immediately end protections for new investments in coal and oil, plus power produced from these sources.” reuters.com/article/us-energ…
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Stranded Carbon Assets retweeted
13 Feb 2021
Since King Hubbert 1956, there’s been debate about how soon oil supply would peak. So much has changed that peak oil may never happen. Now the question seems – are we approaching peak demand? spglobal.com/platts/en/marke…
nytimes.com/2021/02/11/busin…
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8 Feb 2021
🤔
7 Feb 2021
Today’s front page at the U.S. oil and gas industry’s hometown newspaper
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2 Feb 2021
Accelerating Decarbonization of the U.S. Energy System | The National Academies of Sciences, Engineering, and Medicine nap.edu/resource/25932/inter…
Stranded Carbon Assets retweeted
1 Feb 2021
Reports of merger talks between Exxon and Chevron smack of Big Oil on the defensive. Here’s @liamdenning with some thoughts trib.al/jLtTsrh
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29 Jan 2021
Biden wants an all-electric federal fleet. The question is: How will he achieve it? washingtonpost.com/climate-s…
29 Jan 2021
Milestone: Renewables overtake fossil fuels as main source of UK power businessgreen.com/4026423/ via @businessgreen
#StrandedCarbonAssets
29 Jan 2021
BlackRock CEO says sustainability is the 'top issue' for investors cnbc.com/2020/01/14/blackroc…
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