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.
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