This clean energy disruption has just started and what is striking is how much of a financial impact it is already having on some companies
says Per Lekander, a portfolio manager at London’s Lansdowne Partners hedge fund, who has tracked global energy markets for more than 25 years.
Read the full article at ft.com. It provides an insight on how “alternative energy” has grown and is disrupting the busines model of conventional power production.
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The big debate
The world has been through energy transitions before, often shaping the course of human history. The age of wood gave way to coal in the 1800s. Coal was in turn squeezed by oil and natural gas, transforming the fortunes of Middle Eastern desert kingdoms. Such shifts usually take decades. But the growth of the latest one has prompted some to wonder if the age of fossil fuels might fade faster. Some mainstream thinkers are dubious.