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Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Heliocentrism: Objects may be further away than they appear
Eye On The Market
19 minutes 58 seconds
8 months ago
Heliocentrism: Objects may be further away than they appear
Solar capacity is booming around the world, both utility scale and residential applications, and is often accompanied by energy storage whose costs are declining as well. Yet after $9 trillion globally over the last decade spent on wind, solar, electric vehicles, energy storage, electrified heat and power grids, the renewable transition is still a linear one; the renewable share of final energy consumption is slowly advancing at 0.3%-0.6% per year. Our 15th annual energy paper covers the speed of the transition, electrification, the changing planet, the high cost of decarbonization in Europe, nuclear power, the Los Angeles fires, Trump 2.0 energy policies, renewable aviation fuels, superconductivity, methane tracking and the continually wilting prospects for the hydrogen economy.
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Eye On The Market
Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.