Stumbled across a fantastic climate presentation from Nathan Bullard, who writes a widely read decarbonization column for Bloomberg. There are some snapshots in a Twitter post, but I recommend taking 20 minutes to flip through the full presentation. Some of my favourites:
Will extractive industries shrink? The biggest miners and oil and gas companies are behemoths today. But even after adjusting for the fact that green energy metals like lithium are far more expensive on an equal weight basis, an extractive industry digging up far less stuff is likely to be smaller.
Which way will this go? Self service gas stations/electric recharging stations, or bigger, better staffed rest stops where people eat, drink and play while they wait for their electric cars to recharge.
A compelling argument against nuclear I’d not heard. Cost overruns usually come with delays too.
Something Interesting. Most Days. 
Great to have you back!
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