Decarbonization by the Numbers (with Michele Della Vigna)
Azeem Azhar's Exponential View
Decarbonization Regulation - The Mist Opportunity
In levels of investment that are typically made, it will mean that at the peak of spending, which we believe is the 20 thirties, it will reach two and a half to three % of global gibi. This is a mist opportunity to mobilize profitably this capexs towards that 56 trillion dollars opportunity. But the reason why it's now happening is that these companies don't know what the regulation will be for the future. And they could continue to do business as usual, but then the risk is those carbon assets become stranded.
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