energy transition
also referred to as: energy transitions · the energy transition
11 statements across 9 episodes · 6 bullish · 1 bearish · 9 people on the record · first statement May 11, 2020 by Larry Siegel · across every show →
Everything said about energy transition, oldest first
May 11, 2020 neutral
Siegel: The world will continue using massive amounts of carbon energy
“Energy transitions from wood to coal, coal to oil, oil to nuclear, whatever's going to be next, take a long time because of the size of the installed base and capital required to build out the new infrastructure. So, We're going to use a lot of carbon based en…”
Dec 13, 2021 neutral
Mar 6, 2023 positive
Steyer: The climate crisis requires profitable transition investments, not fossil fuel divestment
“This is not the time for divest. This is the time for invest. The answer here is Making profitable investments in the transition to make it happen faster and to ride the wave of demand that is that transition.”
Mar 13, 2023 bullish
Orum: Public Utility Investing Offers Strong Climate Impact and Return Potential
“Utilities, I think, is a significant part of global emissions, clearly, but within the public markets in particular, it's probably one of the more interesting ways to express climate advocacy and engagement in that it's such a big part of emissions, and I thin…”
Aug 21, 2023 bullish
Sep 11, 2023 positive
Puffer: AIMCo invests in high-carbon assets to transition them to green
“We have the flexibility to take on assets that may have a carbon footprint that today doesn't look great in order to be strong stewards of capital to ensure that technology is applied appropriately in those areas to take them from gray to greener.”
Oct 14, 2024 negative
Oct 14, 2024 positive
Oct 14, 2024 neutral
Miller: Grey Rock pitches financial returns, not climate, to traditional operators
“And what we try to do is merge these worlds together, is just to say, hey, when we're in those conference rooms, realistically, we're not bringing up climate. We just aren't. We're bringing up money. And when we're in other conference rooms, we talk about how …”
Oct 13, 2025 neutral
Jul 13, 2026 bullish
Moyo: First super cycle in 40 years driven by AI, energy transition.
“It seems to me this is the first time from an economic lens we've had a super cycle in 40 years. We had women coming into the workforce and brought new consumers in the 19 forties and fifties. Then we had the fall of the wall in 1989. It brought in the globali…”