Is This How Oil Ends?
Show notes
On February 28, the Strait of Hormuz shut down, stranding 20% of the world's crude exports and 20% of global LNG capacity. Energy crises usually send the world running back to coal; but this time, coal generation outside China actually fell, while wind, solar, and batteries picked up the slack. Host Mike Disabato talks with MSCI's Chris Cote about whether a war in the Middle East just accelerated the end of fossil fuels, which industries can pivot now, and why countries burned twice by energy dependence may never go back.
Episode reading: The Opportunity in Energy Disruption — Batteries Included
Host: Mike Disabato, MSCI Sustainability & Climate
Guest: Chris Cote, MSCI Sustainability & Climate