This is part two of our discourse regarding green energy and its profound – and somewhat misunderstood –  impact on the global economy. In this issue, we specifically home in on China and how that country’s immense power needs are affecting the energy ecosystem at large.

As I have written in past EVAs, it amazes me how little of the intense inflation debate in 2021 centered on the inflationary implications of the Green Energy transition.  Perhaps it is because there is a built-in assumption that using more renewables should lower energy costs since the sun and the wind provide “free power”.

Every Monday at 9 AM, we gather to discuss feedback we’re hearing both internally and externally. Often it is full of cross currents. Some people are nervous, while others feel like they should be taking more risks.