Tag: Energy Transition
Fed Rate Cuts For 2024 May Be Too Ambitious
Despite the downward pressure on inflation, supply-side dynamics and numbers do not suggest the underlying inflation rate is near (or approaching) the Fed’s target. Thus the Fed should not have a shocked face each month when the underlying market data exhibits something other than a perfectly normalizing market … despite our deepest desire to see one…
As Energy Transition Goes, 2023 Is The Year of Corporate Utilities
Public discussion has largely focused on the push for expanded use of renewable energy and the related investment required to bring those energy sources online. Yet the success of the Biden energy policy depends on the ability of utility companies to fund a significant amount of capex, in particular for transmission and distribution, in the near term…
Three Inputs Often Overlooked In The Energy Transition Process
Recent legislation in the U.S. and Europe (and a war in Ukraine) is accelerating energy transition. Yet, the overhaul of policy requires significant change in other aspects of the economic system and individual livelihoods – in particular, the limited resources of metals and rare earth elements, water and land become significantly more important.
