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Jack changed my mind. Will he change yours?
⛽ I used to have a pretty clear opinion on the role of oil and gas on the way to net zero: boycott and phase out basically. 🫣 This is a very commonly held stance in the climate bubble. It is also one that is not particularly helpful. 📉 Of course, we need to phase out fossil fuels as quickly as possible. ⚠️ However, given the massive dependence of humanity on fossil fuels, there can be no net zero without decarbonising this sector. ⚖️ And not all actors are the same: some ar
Feb 1


🛢️ “Zero carbon barrel of oil” - really? 🛢️
🤬 That sentence triggers me too… 🤔 But - as so often in climate - reality is not black or white. The slogan is wrong, but the directionality isn’t. 🔎 Fossil fuels, like it or not, will be with us for decades to come (although definitely not forever as stated in this video - phase out is coming for you, O&G!). 🔥 Billions of barrels will be pumped and used, gigatons of CO2 and methane emitted. So the carbon intensity of each barrel does really matter. A ton is a ton after a
Jan 26


🛢️ We need to talk about making cleaner fossil fuels 🛢️
🧐 Yesterday, I shared how the energy transition looks unstoppable, and all the incredible data from Nat Bullard to prove it. At the same time, it is a hard fact that the world will take years, maybe decades to wean itself off fossil fuels. 💡 If we’re going to burn oil anyway in the short to medium term, the difference between high-leakage, high-intensity barrels and cleaner ones is real climate damage avoided. 🔴 The common approach in the climate bubble is to dismiss any
Jan 19


💚 The energy transition looks unstoppable - this deck shows why 💚
📊 Nat Bullard just released his annual decarbonisation deck. 200 carefully curated graphs that provide you with a full overview of how decarbonisation is progressing. It is the single most insightful deck I see each year. 🌟 I highly recommend checking out the full deck. What stood out to me: 🇨🇳 It is all about China: 40% more electricity than EU and US combined (16). Emissions flat to falling (22). Half of all energy investment globally is China (67). Added more battery
Jan 18
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