Full analysis of economic consequences and regional breakdowns is available here: solability.com/news-insight...
2 days ago
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SolAbility's posts
oil disruption 1973 vs 2026
15% of global oil supply is down.
Never before has oil supply drop so sharply by so much as now. And there are no additional capacities to make up for lost supply.
If this war does not stop immediately, we face the prospect of losing 2+% of global GDP, and may well face prolonged stagflation.
2 days ago
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The higher the share of renewable electricity in a country, the lower the exposure to GDP loss because of the US-Iran conflict
solability.com/news-insight...
2 days ago
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2 trillion dollars, or 2% of global #GDP - that is what is at stake from the war on Iran and the closure of the #Hormuz Strait
solability.com/news-insight...
3 days ago
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Sustainable competitiveness and high oil prices because of the iran war
When you're not sustainable, you are less competitive.
Higher share of renewable electricity in the energy mix means lower energy costs and less exposure to #oil and #LNG and #gas price volatility shocks - not only, but particularly so in times of #geopolitics without a #strategy or a plan.
4 days ago
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Wouldn't it be nice to have cheap, predictable and domestic renewable electricity -
instead of being exposed to and dependent on the volatility of gas/oil prices caused by geopolitical madness?
1 week ago
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Not surprisingly, the SOCIAL CAPITAL INDEX 2025 is dominated by Scandinavian & European nations.
However, Timor-Lest shows that social capital is NOT NECESSARILY tied to high income: availability & affordability of basic services and equality are equally important.
solability.com/the-global-s...
1 month ago
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Good question.
There is money to made with most of that, so the likelihood of the the forces of the market looking after that aspect is fairly high. Grid capacity could be a bottleneck.
1 month ago
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2 months ago
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Why oil gas and coal are no longer competitive in a few simple charts:
#econsky #oilprice #energytransition
solability.com/all-news/fos...
4 months ago
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There were people who wanted to ban gasoline cars to protect the horse business in the 1920s. They might be successful in delaying the transition for a wee bit - but even if they would in the US, the rest of the World is moving ahead.
4 months ago
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In addition, most car manufacturers will likely fade out or end production of gasoline cars when the see no more market potential, so the transition between 2030 and 2035 could be fairly abrupt
5 months ago
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Also, the development in the bigger markets are likely to to accelerate the transition in countries that are currently further back (which is not included in the mathematical models)
5 months ago
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Thank you for your interest. This forecast is based on mathematical models that assume some kind of linearity;. In practice, once a threshold of 80-85% is reached, the market for the the "old" product simply disappears, and goes to 100% very quickly (as opposed to 96 in one year, the 97, ...).
5 months ago
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There is no power against a cheaper and better product. Even if it were possible in the US, the rest of the World is still going to transition to electric cars
5 months ago
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Electric cars will capture at least 80% market share by 2030
We can expect electric car market share to be 80% (most likely more) by 2030.
Based on conservative calculations, using market development data, technology penetration curves, and a range of both conventional and AI forecasting tools to forecast future car market developments.
#econsky
5 months ago
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Electric car sales will be 80% of care sales in 2030
80% market share for electric cars in 2030?
Using weighted averages of multiple forecasting models, integrating cost developments and technology adaption, suggest and EV adaption rate between 60-90% in 2030.
#EVs #Transition
5 months ago
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In the absence of real energy policies, the markets are the strongest drivers of the energy transition.
Early adapters- e.g. Uruguay, Denmark, China - gain competitive advantage from lower energy cost, energy independence and freedom from oil price volatility.
#sustainability #econsky
8 months ago
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Comparisonof energy cost: wind and solar are the cheapest form of energy
Renewable electricity from wind and solar - including storage (batteries) - is now the cheapest form of energy available to humanity.
Cheaper than oil, gas and coal.
#renewables #solar #wind #energytransition #oilprice
Full report by Lazard avialble here: www.lazard.com/research-ins...
8 months ago
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2024 22%
2025 estimate at least 26%
Batteries are getting better and cheaper by the day, and with that EVs. Technologically and cost-wise this is like horse against car in the 1920s
9 months ago
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Electric vehicles are technological superiority. have much higher efficiency, are much easier to assemble and maintain, and much lower operating cost.
Gasoline cars will be a thing of the past, soon
9 months ago
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Market share of electric vehicles will be near 100% in 2030
Share of electric vehicle sales will be near 100% in 2030
Adaption of new technologies have often been underestimated (@iea.org estimates 40% market share by 2030). However, simply extrapolating historic trends gets us to 100% between 2030-2035.
#econsky #energysky #EV
9 months ago
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Sustainable evolution
Sustainability is not a revolution, it is a natural evolution. Sustainable management means incorporating wider issues and a longer time-horizion as basis for investment and decision making.
#ESG #Sustainability
10 months ago
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Replacing the oil income
Solar, wind and batteries are getting cheaper by the way.
How are the Gulf countries going to deal with the coming decline of the oil income?
solability.com/global-susta...
10 months ago
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The Philippines are ranked 67 in the Global Sustainable Competitiveness Index 2024
www.bworldonline.com/infographics...
1 year ago
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Nigeria, Africa's most populous nation, ranked 145 in the Global Sustainable Competitiveness Index 2024
www.environewsnigeria.com/global-susta...
1 year ago
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The Global Sustaiable Competitiveness Index 2024
A better alternative to GDP: measuring competitiveness & sustainability
#competitiveness #sustainability #ESG #credit #GDPalternative
solability.com/the-global-s...
1 year ago
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