What caught our eye - three key stories (week 12, 2024)
Sustainability. Strategy. Finance.

What caught our eye - three key stories (week 12, 2024)

Economic shutdown in the energy transition; facilitating inclusion; temperature control is key need

Here are three stories that we found particularly interesting this week and why. We also give our lateral thought on each one.

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Economic shutdown in the energy transition

It's not just the total cost of the alternatives that we need to consider, it's the operating cost advantage.

Much of what we read about transition technologies, such as EVs, heat pumps and renewable electricity generation, focuses on new capacity being added. So new EV sales (vs new petrol and diesel cars) or heat pumps vs gas boilers. And of course the big one, how much of the new electricity generation capacity added is wind and solar.

And in the US the answer to the electricity generation question is more solar, the dark green bar in the chart below.

But, as important as new additions are, what really matters is the installed base. And here progress is slower. According to the US EIA, all renewables combined (so wind, hydro, solar etc) increased their generation last year ever so slightly to 22.8% of the total. So higher than coal and nuclear, but still smaller than gas.

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