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Breaking 1 of 5

Energy Transition Plans Keep Freezing Today’s Demand Into Tomorrow

A lot of energy-transition analysis begins with an assumption that is easy to miss: the size and shape of today’s market are carried into the future.

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What Happened 2 of 5

The Core Event

Once that happens, the analytical task becomes finding a low-carbon substitute for everything the incumbent system currently supplies.

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Details 3 of 5

Key Facts

That approach can make the replacement problem much larger than it needs to be.

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Auto Industry & Deals 4 of 5

Context & Significance

Once that happens, the analytical task becomes finding a low-carbon substitute for everything the incumbent system currently supplies.

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Takeaway 5 of 5

Outlook

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