Decarbonization by the Numbers (with Michele Della Vigna)
Azeem Azhar's Exponential View
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The Capital Market, the Consumer and Global Politics
The consumer still has a relatively small action, mainly because the transparency is not there. The cost of capital for oil has risen to almost 20 % for long cycle development. And for renewable power, it's fallen to between 3 and 5%. There is an extraordinary divergence in the ost of capital,. which really is leading to this unprecedented shifting capital location.
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