13min chapter

C.O.B. Tuesday cover image

"A Forecast, Not A Scenario" Featuring Chris Birdsall, Exxon Mobil Corporation

C.O.B. Tuesday

CHAPTER

Navigating the Complexities of Energy Transition and Emissions Reduction

Exploring the challenges of rapidly changing the energy system within a few years, this chapter delves into the divergence between net zero forecasts and forecasts by Exxon and the IEA, emphasizing the immediate differences. It discusses the intricacies of energy investment and generation, the importance of tracking capital flows, considering capacity factors, and the shift towards scenario-based forecasting in the energy sector in the context of global population growth and economic expansion.

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