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Wed, Feb 26

Why the Current Climate Strategy is Doomed: Part 2

li_carousel_energy_transition_part_two_02-26-25.pdf
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๐—ฃ๐—ฎ๐—ฟ๐˜ ๐Ÿฎ: ๐—จ๐—ป๐—ฟ๐—ฒ๐—ฎ๐—น๐—ถ๐˜€๐˜๐—ถ๐—ฐ ๐—ณ๐˜‚๐—ป๐—ฑ๐—ถ๐—ป๐—ด ๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฐ๐˜๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€

Itโ€™s been obvious to me that the current climate strategy was never going to achieve its stated goals. There are a multitude of reasons which I have highlighted over the years. I would see hints from the media of similar thinking when articles would occasionally touch upon similar themes. However, mostly what you see in the press is โ€œchest beatingโ€ about the records being set by solar and wind.

True enough, and important to those who profit from solar and wind, but that isnโ€™t the goal. The goal is to reduce the level of carbon emissions and so far, all those records arenโ€™t getting it done. And that isnโ€™t going to change.

But for the first time, an article titled ๐™๐™๐™š ๐™๐™ง๐™ค๐™ช๐™—๐™ก๐™š๐™™ ๐™€๐™ฃ๐™š๐™ง๐™œ๐™ฎ ๐™๐™ง๐™–๐™ฃ๐™จ๐™ž๐™ฉ๐™ž๐™ค๐™ฃ authored by Daniel Yergin, Peter Orszag, and Atul Arya and published in ๐™๐™ค๐™ง๐™š๐™ž๐™œ๐™ฃ ๐˜ผ๐™›๐™›๐™–๐™ž๐™ง๐™จ magazine concisely summarizes the reasons why itโ€™s time to rethink our approach.

Everyone who cares about climate change should read it because it provides a guide to how and why the thought process needs to change.

Yesterday we highlighted the articleโ€™s review of how long energy transitions take. Today we discuss the argument the article lays out related to the unrealistic economics of the current strategy. Tomorrow weโ€™ll wrap up by summarizing the remaining factors touch on in the article.

#climatefinance #esg #sustainableinvesting #sustainableinvestment #emergingmarkets