Renewable energy production: What’s the harm?

Renewable energy production: What’s the harm?

Part 2: In part 2 of our renewable energy overview: Biomass, Geothermal and an interesting new entrant.     Biomass Biomass is a clean and renewable energy source, where plant materials are burned, and the energy released is processed into several usable formats.  However,...

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Is renewable energy the real victim of the oil price war?

Is renewable energy the real victim of the oil price war?

When Saudi Arabia tried but failed to push the US shale producers out of business in 2015/16, it only served to prove what many had suspected, that both Russia and Saudi were no longer the only kingmakers in the...

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Renewable energy production: What’s the harm?

Renewable energy production: What’s the harm?

Part 1: As governments around the world battle with policy and cultural changes required to meet the Paris Agreement climate change targets, the pressure to expand renewable energy technology production is significant. Renewable energy share of total world energy consumption and electricity...

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Even if you don’t plan for energy profiles to change, the world does. ACF C-Suite Guide.

Even if you don’t plan for energy profiles to change, the world does. ACF C-Suite Guide.

In part I of this blog https://acfequityresearch.com/decoupling-of-gdp-and-energy-growth/ We discussed some of the fundamental changes in macro-economic relationships happening now and revolving around energy and GDP growth. In part II we consider some of the implications for extractives (basic resources –...

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Decoupling of GDP and energy growth: A CEO guide. McKinsey Quarterly April 2019

Decoupling of GDP and energy growth: A CEO guide. McKinsey Quarterly April 2019

In the analysis below ACF takes a short form look at the data within the most recent McKinsey Quarterly report and overlays some of its own interpretation. When I try to reduce the whole of economics to one idea to...

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