Spiralling Disruption: The Feedback Loops of the Energy Transition

That we are living through an unprecedented era in the way we generate and use energy should come as no surprise to most investors. Just as the 19th century ushered in the Industrial Revolution powered by fossil fuels, our current generation is experiencing a green revolution, in which solar, wind and other renewables are rapidly displacing particularly coal, but also oil and gas. Indeed, we may have already witnessed peak fossil fuel demand in 2019.