The Cockatoo Chronicles
Carbon Crash Solar Dawn
I think it’s time to call it. Renewables and associated storage, transport and digital technologies are so rapidly disrupting whole industries’ business models they are pushing the fossil fuel industry towards inevitable collapse.
Some of you will struggle with that statement. Most people accept the idea that fossil fuels are all powerful – that the industry controls governments and it will take many decades to force them out of our economy. Fortunately, the fossil fuel industry suffers the same delusion.
Business vs. Business: The Next Climate Battle Ground
This is where it gets really interesting. Since I first engaged in the climate debate in the late 1980’s it’s all been fairly slow and predictable. Environmentalists argued for action, big business resisted and government acted as the referee, deciding the policy winners.
As I look around today however, I see a shift underway from ‘environment vs business’ to ‘business vs business’. The global impact on both policy and investment decisions could be revolutionary.