Stranded Carbon Assets

Documenting the business story of the century. Stranded carbon assets and the transition to renewable energy!

[Stranded Carbon Assets @StrandedCarbon]

It’s like a cascade now

[Margo T. Oge @margotoge]

Race to electrification continues.
⁦@MercedesBenz⁩ will invest over $47 billion in battery electric vehicles this decade and cut investments on ICE and hybrids by 80% between 2019 and 2026 https://t.co/Useu7yl8ux

[NYT Climate @nytclimate]

It's your weekly NYT Climate FWD: newsletter, with items on Biden's plan for Pacific wind farms, the dire Western drought, disaster season prep and a shifting view of climate change and hurricanes that shows how science really works. Why not subscribe? https://t.co/3OqH0ukEUH

[Stranded Carbon Assets @StrandedCarbon]

Again, this is BIG!

[Bill McKibben @billmckibben]

Wow, Wow, Wow--Dutch court orders Shell to cut the absolute level of its carbon emissions almost in half by 2030. This could be game-changing
https://t.co/NOtiJVOZoM

[Stranded Carbon Assets @StrandedCarbon]

Big deal

[Bloomberg @business]

A Dutch court ruled that the oil giant Shell has a legal responsibility to cut greenhouse gases. The decision could have consequences for the rest of the fossil fuel industry https://t.co/kA46wsco22

[Stranded Carbon Assets @StrandedCarbon]

Business story of the decade. #StrandedCarbonAssets 👀

[Chamath Palihapitiya @chamath]

The biggest risk/correlation to equity markets over the next decade has nothing to do with interest rates.

It will be carbon tariffs and it will blow up every DCF model of every company in the public markets...

[Energy Innovation Policy & Technology @EnergyInnovLLC]

EI's @robbieorvis says the U.S. won't be able to push other countries to adopt strong #ParisAgreement commitments unless it does so itself - pledging a 50% reduction by 2030. (via @Chemnipot)
https://t.co/vOkKa3Zr6r

[Stranded Carbon Assets @StrandedCarbon]

#strandedcarbonassets

[Inside Climate News @insideclimate]

The major energy milestone we all saw coming: The United States got more electricity from renewable energy sources than coal last year.

https://t.co/49Pblo3KCe

[BusinessGreen @BusinessGreen]

'Tomorrow's heat is today's opportunity': UK gas networks publish 2021 green gas plan https://t.co/5rSeeblokr

[Utility Dive @UtilityDive]

Senate Democrats are retooling energy tax reform legislation that was first proposed two years ago but which failed to advance in a Republican-led Congress.

https://t.co/A2dZ9XuS76

[ian bremmer @ianbremmer]

The near future of global energy, as seen today in the EU:

[Kate Aronoff @KateAronoff]

“The proposal, seen by Reuters, would immediately end protections for new investments in coal and oil, plus power produced from these sources.” https://t.co/2p3FOQVhP3

[Gregg Easterbrook @EasterbrookG]

Since King Hubbert 1956, there’s been debate about how soon oil supply would peak. So much has changed that peak oil may never happen. Now the question seems – are we approaching peak demand? https://t.co/GjOxikC0Yc
https://t.co/UILxMAIMKr

[Stranded Carbon Assets @StrandedCarbon]

🙌

[Climate Reality @ClimateReality]

It’s time for a #RenewableRevolution! https://t.co/5VjMCWWT36

[Stranded Carbon Assets @StrandedCarbon]

🤔

[Justin Worland @JustinWorland]

Today’s front page at the U.S. oil and gas industry’s hometown newspaper

[Stranded Carbon Assets @StrandedCarbon]

Accelerating Decarbonization of the U.S. Energy System | The National Academies of Sciences, Engineering, and Medicine https://t.co/tqe8Mma5qT

[Bloomberg Opinion @opinion]

Reports of merger talks between Exxon and Chevron smack of Big Oil on the defensive. Here’s @liamdenning with some thoughts https://t.co/4Ri1INXYF1

[Stranded Carbon Assets @StrandedCarbon]

Biden wants an all-electric federal fleet. The question is: How will he achieve it? https://t.co/uwFMANXjr8

[Stranded Carbon Assets @StrandedCarbon]

Milestone: Renewables overtake fossil fuels as main source of UK power https://t.co/kVAEqoqN3v via @businessgreen

#StrandedCarbonAssets

[Stranded Carbon Assets @StrandedCarbon]

BlackRock CEO says sustainability is the 'top issue' for investors https://t.co/ZMc0E3C60l