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This week we provide the third installment of our August series on “30 Years of Perpetual Transition” with a look at a number of noteworthy geopolitical and policy developments that have occurred. A key conclusion is that some events that were expected to be impactful were not, while others that had less fanfare did have a bigger impact. Some countries had grand openings that resulted in dramatically higher oil or gas supply. Others, not so much.
Two weeks ago we discussed some of the different macro drivers that have changed over the course of our career (here). Last week we focused on sectors, business models, and strategy shifts (here). All of it is to point out that energy markets are forever changing. Energy transition has become an unfortunate and loaded term that most people would define as meaning a transition out of fossil fuels and into renewables over an arbitrarily short time frame like 2050. We do not agree that definition of energy transition is happening or would be desirable from the perspective of human prosperity. But there is a need for industry executives, investors, and policy makers to recognize that energy is in perpetual transition and that one needs to always be looking forward with a focus on the important drivers of change and to not let mis-guided and ill-informed rhetoric cloud judgements.
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⚖️Disclaimer
I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.
📜 Credits
Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.
This episode of Super-Spiked Videopods was edited and produced by Veriten Productions.
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