My wish list for Glasgow (CoP26)

This is my analysis on the upcoming Glasgow Climate Change Conference (CoP 26) in November 2021.  I suggest a wish list of key changes in international climate change policy I would like to see, including carbon border taxes and international carbon markets.  I then...

Value of US Energy Companies

Some time ago I analysed the value of some US generating companies and gas companies.
On the basis of this analysis I invested in several companies where I thought they were undervalued relative to some potential upside I thought could be realised if the underlying market fundamentals evolved according to how I thought they might.
The presentations below provides an update on how things have worked out relative to what I hoped might happen.
What I got right and what I got wrong.
I have also provided the original presentations by way of background.

Climate Change Commission Needs Education and Information Role

The Climate Change Commission needs an education and information role if it is to achieve its objective of holding success governments to account for climate change outcomes that benefit New Zealand.  Ultimately it is voters, rather than the unelected commission, who hold governments to account.  But the Commission can play a key role in ensuring voters understand the difficult tradeoffs their elected officials have to make.