Net Zero Will Be Harder Than You Think – And Easier. Part II: Easier

Published 22 Feb 2024

Welcome to the second part of my two-part article exploring the bull and bear cases for the net-zero transition.

In September last year, I laid out the bear case, highlighting the Five Horsemen of the Transition that will make achieving net zero difficult, perhaps impossible. By way of reminder, these were: poor economics of clean solutions beyond wind, solar and batteries; inadequacy of our current electrical grid; soaring demand for critical minerals; political and social inertia; and regulatory capture and predatory delay. Five formidable challenges.