Strategic Analysis and Engagement
This is the third report in our series on peaking fossil fuel demand. It focuses on why peaks matter to financial markets.
As new energy sources grow, the standard pattern of demand for existing energy sources is one of peak, plateau, and decline.
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.
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.
Transforming the “harder-to-abate” sectors of heavy transport and industrial heat Is not uniquely hard and can be lucrative.