Dear Reader,

As energy execs warn of 35% price hikes into next year…the pressure is on the government to decarbonise our economy without crippling costs.

It’s a tough challenge.

Logically, as the global supply of fossil fuels falls, the world must bring on the supply of renewables at the same pace.

But that’s not happening nearly fast enough.

And get this…

Australian Energy Market Commission Chairwoman Anna Collyer recently told the Australian Financial Review Energy & Climate Summit that:

‘[R]egulators were not even contemplating a Plan B if clean energy projects were not delivered in time for the exit of coal.

‘The last thing anybody would want to see is any extension to the lives of coal-fired power stations: I really don’t want to talk about a Plan B.’

Who needs a Plan B?

Well, we all do. You, me, and everyone else you know!

Find out why here.

Sincerely,

Greg Canavan,
Editorial Director, Fat Tail Investment Research