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Что нас ждет (один из вариантов)
Sep. 26th, 2021 06:22 pmОднако. Понятно, что это картинка "с одной стороны", но в эфире довольно много сейчас размышлений о asset bubbles в материальном мире (если что, муравейники мегаполисов Северо-Восточной Евразии - это закопанные инвестиции, кстати).
https://www.rethinkx.com/energy-lcoe-executive-summary
...Our analysis has a number of important implications for energy and finance, as well as for society and the environment at large:
- Conventional energy assets are severely mispriced, and their overvaluation is creating a growing asset valuation bubble in the conventional energy sector.
- Coal, gas, nuclear, and hydro power are no longer competitive with the combination of SWB, even using inaccurate mainstream LCOE calculations.
- Solar and wind power reached cost parity and became cheaper than coal, gas, nuclear, and hydro power several years sooner than mainstream analysts reported.
- The widening gap between rapidly increasing conventional energy LCOE and rapidly decreasing SWB costs means that the SWB disruption will proceed faster than expected.
- Coal and gas power plants with integrated carbon capture and storage (CCS) are doubly mispriced (overvalued).
- Governments must protect people, not incumbent companies or industries, from the financial risk of the conventional energy asset bubble.
- Carbon neutrality can be achieved more quickly and cheaply than generally expected.
https://www.rethinkx.com/energy-lcoe-executive-summary
...Our analysis has a number of important implications for energy and finance, as well as for society and the environment at large:
- Conventional energy assets are severely mispriced, and their overvaluation is creating a growing asset valuation bubble in the conventional energy sector.
- Coal, gas, nuclear, and hydro power are no longer competitive with the combination of SWB, even using inaccurate mainstream LCOE calculations.
- Solar and wind power reached cost parity and became cheaper than coal, gas, nuclear, and hydro power several years sooner than mainstream analysts reported.
- The widening gap between rapidly increasing conventional energy LCOE and rapidly decreasing SWB costs means that the SWB disruption will proceed faster than expected.
- Coal and gas power plants with integrated carbon capture and storage (CCS) are doubly mispriced (overvalued).
- Governments must protect people, not incumbent companies or industries, from the financial risk of the conventional energy asset bubble.
- Carbon neutrality can be achieved more quickly and cheaply than generally expected.
