Superb content. Cannot understand why it is not more widely viewed.

Excellent podcast, it is rare to find such quality content online. The mainstream media is constantly talking down ev demand and ignoring solar, battery and wind growth. The fact that conventional forecasts are consistently wrong in one direction suggests a deliberate underestimation rather than honest mistakes. Wind solar and batteries and EV's and heatpumps will naturally dominate just from market forces alone, any countries that do not adopt these will be uncompetitive and have much higher energy costs that their neighbours. However some other technologies such as hydrogen storage and carbon capture will not happen without a carbon tax/subsidy.

Outstanding piece! Everyone please send to your MP!

Reassuring after the Five Horsemen! Another clear exposition of the potential for achieving Net Zero

Excellent piece on the megatrends that will get us to Net Zero. Thank you Michael.

MIMMIMI, we will manage this: One grows with their challenges.

Thanks for your continued efforts.

Systems solutions cannot be overestimated

Brilliant comments on these topics, and it's about time everyone catches on. Both the bull and bear cases are carefully reasoned, and presented persuasively.

10:30 Maybe not 100%, but for most purposes it might as well be.

What this ultimately comes down to is crucially dependent on how you see the essential nature of the problem. If you think it is a technological problem to be solved by innovation, followed by deployment, you probably think, as I do, that this will all look totally different in just a few decades. OTOH If you see this as just a projection of a deep spiritual and cultural malaise, then you must be deeply pessimistic, since human cultural change may take many decades or even centuries, and may even revert to earlier patterns, and basic human nature scarcely changes at all in millennia. With this as backdrop, all the other details, such as those presented so well here, may just like to much window-dressing. But as, I think, Gandhi said, everything you do is guaranteed to be insignificant, but it is very important that you do it.

A well argued presentation. But what do you mean please when you ask the question “Will we get there in time?” Do you mean net zero before a 1.5 degree C rise above pre-industrial temperatures or before the next cooling period, as we had during the Little Ice Age, can no longer be concealed? If the former then I have good news : Recent history, since the last ice age, which ended just 11,000 years ago, shows temperatures above those of today during Roman times when vines were grown up by Hadrian’s Wall and in Medieval times when the Norse Icelanders colonised Greenland growing crops such as barley for 500 years just before the Little Ice Age cooling period started. These increased temperatures did not lead to runaway warming or for the oceans to boil (Al Gore) or for the planet to boil (UN Sec Gen) as they claim has already happened. Fortunately for the planet Happer & Wijngaaden have shown that additional CO2 causes negligible additional warming because all the IR radiation emitted from the planet in the CO2 frequency bands is already absorbed (and subsequently re-emitted to space) by the current amount of CO2 in the atmosphere, a condition described as IR saturation. And in fact the Antarctic Vostok ice core data for the last 500,000 years when both temperature and CO2 have been, as they are today, at historically low levels, CO2 is found to follow temperature and not vice versa. If the latter then it is clear that net zero can only be achieved by an impoverished planet controlled by an authoritarian world government as there would, for instance be no energy security for the UK when all our infrastructure (wind turbines and solar panels, steel etc) is supplied by a country our security services describe as “hostile”. Neither could we protect all the renewable farms and cabling. In which case it becomes clear that the authoritarian world government is the goal and net zero is simply the means by which it can be achieved.

The last five years of solar panel 'learning rate' is due to a China land grab (Go vs Chess analogy) Every Chinese Solar Manufacturer has either scaled to the max or died. All the CCP care about is manufacturing dependence in key industries (EVs, Solar, Generators, Transformers) each of these being a brittle dependency for the Wests Net Zero Mandates.