It's not just about the transition from car to horses. Another example: the transition from wood to coal. The main point being: a technology doesn't have to be dominate to signal the death of another. In fact, it only takes a small % share to signal this.https://twitter.com/emahlee/status/1163351933089828865 …
-
-
Emily Cunningham Retweeted Emily Cunningham
I recommend the whole thread:https://twitter.com/emahlee/status/1163344784640974849 …
Emily Cunningham added,
Emily Cunningham @emahleeMUST-WATCH video on the huge geo-political and financial consequences of the energy transition (well underway!) from fossil fuels to renewables. Kingsmill Bond explains on@Renegade_Inc why fossil fuel will peak in the early 2020s. FASCINATING. 1/ https://www.carbontracker.org/tools-and-insights/the-new-gold-rush/ …Show this thread1 reply 0 retweets 0 likes -
Replying to @_ppmv @JKSteinberger
What specifically is the underlying analysis you're referring to? I'm curious to hear your take on China, sea power, and Russia. With their investments in solar, it makes sense to me that China is leading whereas US has been severely lagging. Would love to hear thoughts tho!
0 replies 0 retweets 0 likes -
Replying to @_ppmv @JKSteinberger
Another reason for a phone call.. I don't know enough to understand what's dangerous about the thinking on "China/BRI/Russia."
0 replies 0 retweets 0 likes -
But couldn't China's militaristic goals help them with other goals (like energy dominance)? Both seem to be entangled. I didn't take Kingsmill's analysis to pass judgement one way or another: just to state that China is set to dominate because of BRI.
0 replies 0 retweets 0 likes
Oh, I didn't take away from Kingsmill that BRI is green. Not at all. Only that China would be able to leverage BRI for energy dominance when renewables take over more of the market share from fossil fuels. I understood BRI to be "strategic" not intrinsically "green."
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.