Invited to speak about energy and ESG, I discuss the dynamics in brief from recent analysis and observations. Just below, my presentation starts around minute ~18:40 ~ 27:00. Many questions were asked about energy, returns, and pathways of the transition. Some responses to questions are at these timestamps:
Natural gas world (42:00) | Pensions pushback and returns (49:00) | Pathways besides electrification (50:50) | Calpers, California, the Texas grid, land use, and physics/innovation colliding (53:00) | Gulf Coast mecca (59:00) | US as a powerhouse (1:04) | Bitcoin project using stranded nat gas (1:09, by Bate)
Trilogy of Energy Analysis, Nov - Jan 2023
The conference presentation was an updated version of the following trilogy of work, with Seeking Alpha’s Michael Hopkins as the interviewer.
As mentioned in the panel presentation, the grid, transmission and connectivity is an overlooked variable in some discussions of the transition.
Texas Million-Dollar Miles
This article offers insight into the energy transition in Texas, a top energy producer, from all sources. Click here.
