General
The Energy Transition in Three Xs
Solar and wind take over electricity; electricity takes over energy; efficiency reduces wasted energy.
In the Shift to Clean Energy, New Technologies Beat Old Commodities
Over time, scaling clean technologies has got dramatically cheaper, yet digging fossil fuels has not. For the energy transition, this means new energy technologies have a compounding cost edge over old fossil fuel commodities.
The Great Capital Reallocation
The required growth in investment is achievable, and we are already halfway through the reallocation.
Why Electricity Is the New King of Energy
Electricity is now the largest supplier of useful energy, and it has plenty of growth ahead.
Searing Heatwaves Underscore the Need for More Efficient Cooling
Last year was the warmest year on record, with climate change adding an extra month of abnormally high temperatures for the average person. This May, countries from India to the United States to Mexico have all experienced dangerous heat waves. Scientists estimate that more than…