Along with analysis by the US Energy Information Administration (EIA), very insightful view by Mr. Currie regarding the energy market in coming years.
https://www.carlyle.com/global-insights/research/the-new-joule-order
https://www.eia.gov/todayinenergy/detail.php?id=64586
While the intermittent nature of Renewable Energy Sources (“RES”) generation must be considered, we think it is critical to understand the dynamics and implications of the expected continued growth of RES generation versus the “drill baby drill” and “pivot back to fossil fuels” movement in the coming years in the U.S., as well as on a global basis, in conjunction with the energy security perspective.
CLAVIS ENERGY PARTNERS LLC