Ignoring Energy Transition Realities
table of contents
February 11, 2021

Leigh R. Goehring & Adam A. Rozencwajg

Green investments are in bubble territory, and there is reason to be concerned. 

Our newest commentary, Ignoring Energy Transition Realities, provides perspective investors with what they should know about when it comes to the realities of addressing climate change.

The commentary also provides insight into:

  • The shortcomings of recent energy proposals
  • What current energy estimates may be missing
  • Perspective on how stretched some green valuations have become
  • Our own ideas on a more feasible path to reducing carbon emissions

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