ENERGY POST 2050 AND THE AGE OF RENEWABLES
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 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 of that task, and its timing, it’s easy to think that it is only about wind, solar and batteries, it’s not.
Already we have a stock in Tesla which has almost no-one in Wall Street recommending, which is flying sky high. Stocks fly on fundamentals, advice from Wall Street, or because a bunch of non-investors believe in them and are ignoring Wall Street’s advice. There is going to be a lot of that.
Tesla is a new market leader that has come unhinged from its fundamentals and has a life of its own. Rethink Energy can see that at least another 15 other stocks will come out of the energy transition, eating up the market capitalization that sits in 100 stocks of companies that are over 100 year old. Out of 60 car manufacturers we expect no more than 15 to survive.
It is a simple 45 page document, showing the rapidly accelerating energy transition and the extent to which it reaches into all the markets adjacent to it. Once you have read it you will look at energy differently.
Anyone who invests in any aspect of energy, property or transport will have to fully understand what is happening in the energy transition. If you work at a decision making level in the utility market, or in one of the many vendors which supply that market, but most importantly invest in any aspect of the energy market, you will need this report.
Companies mentioned in this report:
Alstom Power, Alphabet, Airbus, Apple, Amazon, Anglo American, AntoFagasta, Arris, AstraZeneca, AT&T, Aveva, BAE Systems, Bank of America, Barclays, Boeing, Berkshire Hathaway, BHP Group, BioNTech, Black Rock, Bombardier, Broadcom, BP, Centrica, Chase, Citibank, Comcast, Commscope, Disney, DONG Energy, Dominion, Duke Energy, DGWHyperloop, Equinor, Enel, ESPN, ExxonMobil, EDF, EDP, Engie, EnBW, Eni, E.On, Emerson Electric, Exelon, Facebook, Ferguson, FirstEnergy, Ford, General Motors, General Dynamics, General Electric, Goldman Sachs, Google, Glencore, Hyperloop, Hyperloop Transportation Technologies, Hitachi Transportation, IAG, Iberdrola, Iveco, JP Morgan, JC Penney, Johnson Matthey, Lockheed Martin, Lyft, Moderna, Motorola, Moodys, National Grid, Netflix, Netscape, Neiman Marcus, Northern Rock, NextEra Energy, Nikola, Nissan, Orsted, PG&E, Pace, Pfizer, Philips, Polymetal International, Pennon Group, Persimmon, Raytheon, RWE, Repsol, Rio Tinto, Rolls Royce, Rivian, Schlumberger, Southern Company, S&P, Shell, Siemens Transportation, SSE, Statkraft, Time Warner Media, Total, Toyota, Tesla, Uber, Uniper, Union Pacific, Vattenfall, Vaillant Group, Virgin TransPod, Wal-Mart