economics

The most efficient way to decarbonise may not be what many think

The most outstanding successes of decarbonisation policy in China, India, Brazil and Europe have come from targeted investment policies, including subsidies, cheap finance, and public procurement. If we stop thinking of these policies and public intervention as ‘second best’, we can replicate their successes and make faster progress towards climate […]

economics

Expecting the exponential: seeing the pattern in the energy transition could save investors half a trillion dollars

Forecasters of the energy transition keep making the same mistake: radically underestimating the pace of change. Events of the last week show that the transition will continue to accelerate. To get ahead of the game, we need to think in curves instead of straight lines. Investors need to learn quickly, or else they […]