by SC | Apr 12, 2024
How fast is the energy transition progressing? Exponentially. And this despite the complaints about its slow pace from various sources[1]. Let’s consider different drivers supporting an optimistic view of the transition. Growth and technological progress Solar...
by SC | Feb 27, 2023
Let us review humanity’s path towards climate neutrality and its economic consequences over the next decade. Climate and natural resources are intimately connected, and we generally agree that we need to do two things: use resources more intelligently and...
by SC | Oct 12, 2022
A fundamental proposition of the blockchain economy and Web 3.0, is to eliminate, as much as possible, the need to trust counterparties and intermediaries. Is it actually possible to eliminate the need for trust, in fact a fundamental mechanism in human interactions?...
by SC | Oct 6, 2022
Is a company with large CO2 emissions worse than a company with net-zero emissions? Not necessarily. “Net-Zero” vs. “Net-Impact” Net-zero means that one emits CO2, but an equal amount of CO2 is removed from the atmosphere. A typical example would be emitting CO2 from...
by SC | Sep 12, 2022
Is the crypto transition dead or just temporarily taking a break? These are usually useful times to reflect with a long-term orientation. Apart from the widespread and not unreasonable idea that Bitcoin can be seen as a digital form of gold, a long-term storage of...
by SC | Jul 11, 2022
Should we expect in the coming years and decades conflicts and price shocks linked to battery materials just as the world has experienced with oil and gas in the last 50 years? Commodities of the past and future Two decades ago, when the first big wave of renewable...
