Strategic Analysis and Engagement
Peaking: Why Peaks Matter
This is the third report in our series on peaking fossil fuel demand. It focuses on why peaks matter to financial markets.
Peaking: A Brief History of Select Energy Transitions
As new energy sources grow, the standard pattern of demand for existing energy sources is one of peak, plateau, and decline.
Peaking: A Theory of Rapid Transition
The Ukraine crisis shows that we must now act with speed, agility, coordination, and an integrated vision to create a prosperous climate-safe and energy-secure world.
Six Solutions to Battery Mineral Challenges
Claims that it’s immensely destructive if not impossible to find enough minerals to make all the batteries that a global fleet of EVs will need are often exaggerated. They can become manageable if we include solutions often overlooked.
Profitably Decarbonizing Heavy Transport and Industrial Heat
Transforming the “harder-to-abate” sectors of heavy transport and industrial heat Is not uniquely hard and can be lucrative.