Monday on INK Ultra Money: Forget fossil fuel cold turkey to achieve decarbonization
Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free video, while Canadian Insider Club Ultra members have access to all premium videos from Real Vision and INK Research. If you are not an Ultra member of the Canadian Insider Club, join today and save $99 on an Ultra membership every year (until you cancel) by using coupon code BLACKBOX at checkout (valid only for new Club memberships).
1. Why fossil fuels must remain part of a decarbonized global energy system - Real Vision (Free)
The movement to a decarbonized world will require further investment in fossil fuel technologies. That is the take as Drew breaks down Rob West's recent presentation to see where the energy industry needs to go over the next 30 years. Rob West effectively dismantles the common views heard from the global environmental movement that the world must get completely off fossil fuels. Instead, he makes the case that the only way to achieve a decarbonized future is to have some fossil fuels as part of the solution.
World won't decarbonize without some fossil fuels
2. How easy money enabled the shale revolution - Real Vision (Ultra member video)
Danielle DiMartino Booth, CEO of Quill Intelligence, and Tracy Shuchart of family office Capital Benoit have teamed up on a new report exploring the role of monetary policy in advancing the shale industry. In this conversation with Real Vision's Ed Harrison, DiMartino Booth and Shuchart (perhaps best known as @chigirl on Twitter) examine the stunning correlation between the Fed's balance sheet and U.S. oil production, the explosion of high yield issuance in the sector, and the impending wall of maturity. Filmed on December 11, 2019 in New York. You can find more detail in their report attached.
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