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Tenth Annual Energy Paper

Tenth Annual Energy Paper

Full Title: Tenth Annual Energy Paper
Author(s): J.P. Morgan
Publisher(s): J.P. Morgan
Publication Date: June 29, 2020
Full Text: Download Resource
Description (excerpt):

Stargazing. COVID lockdowns reduced global CO2 emissions to levels last seen over a decade ago. While this decline is temporary, there’s still a lesson to be learned: an unsustainable halt in economic activity and mobility was needed to make a material dent in global CO2 emissions. In our tenth annual Eye on the Market energy paper, we take a look at when and how renewable energy transitions might accomplish the same thing. A lot of ideas flicker in the distance, but few are capable of being scaled and substantially commercialized in the foreseeable future.

Topics in this year’s paper include limits from de-carbonizing the grid alone; de-carbonization of steel and other industrial products; political and physical renewable energy bottlenecks; the scope of utility-scale energy storage, reforestation, and carbon sequestration required to make a difference; the impact of ride-hailing on emissions, and the never-ending hope for a hydrogen economy. We also review the financial, political and environmental risks to US energy independence, and whether a supply shock or stranded asset risk is the primary reason for the lowest oil & gas valuations in 90 years. We conclude with an exhibit on Trump and the environment

All statements and/or propositions in discussion prompts are meant exclusively to stimulate discussion and do not represent the views of, its Partners, Topic Directors or Experts, nor of any individual or organization. Comments by and opinions of Expert participants are their own.

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