Rethink Energy will publish a report this week, speculating what stock markets will look like on the other side of the energy transition. The truth is that it will be barely recognizable, and the ‘Tesla effect’ of innovation storming a market will become a commonplace phenomenon through the second quarter of this century. Energy through the looking glass is a kind of manifesto document to show how the analysts at Rethink Energy see the energy transition going. It’s not only good news either and shows how major market distortions will occur which represents huge risks to both investors and energy companies. Sure, renewables wins the race for electricity generation, that’s a given. But until you realize the size and enormity…