The Charging Station - Issue No.19

Keeping it brief: 2 min. 15 seconds, 565 words

Hi friends,

Before we dive in, the Intelis Capital team is headed to the Bay Area from February 18th-21st. 

There are only a few spots still open on our calendars and we’d love to connect with some of you during our trip! Please send me an email (kevin.stevens@inteliscapital.com) if you’re interested in getting together.

No comments from us this week, but we’ve still collected the stories that caught our eyes!


Data-Driven

800,000 - The loss in global oil demand due to mild temperatures is probably about 800,000 barrels a day in January, according to Gary Ross, chief investment officer of Black Gold Investors LLC. (Bloomberg)

0 - Energy-related CO2, the largest source of emissions globally, stayed flat at 33 gigatonnes last year after growing in 2017 and 2018, despite a 2.9% expansion in the world economy, said the IEA. (Recharge)


Our Latest Posts

How We Define ‘Climatetech’ - As a result of the scope of sustainability and the sudden increase in interested parties, clarity around “what is energy tech” or “what is climate tech” is harder to come by.

There’s no right answer, but the one thing we can all agree on is that the opportunity for technology in and around the energy ecosystem is generationally huge.

The Energy Transition in 3 Acts - We’re in the very early innings of what will be a multi-decade transformation of a multi-trillion dollar sector.  When we look back on how our infrastructure and consumption habits shifted in the first half of this century, I believe we’ll see 3-4 phases all marked by their distinct characteristics.


Deep Dives

What are the safest sources of energy? - Energy access is one of the fundamental driving forces of development. The United Nations says that “energy is central to nearly every major challenge and opportunity the world faces today.” But energy production has downsides as well as benefits. (Our World in Data)

Where ESG Fails - Emerging evidence suggests that companies that successfully implement strategies to create shared value can deliver superior shareholder returns. Capturing that value, however, will require very different practices on the part of both corporate leaders and investors. (Institutional Investor)

Why We Swing for the Fences - Bill and Melinda Gates’ Annual Letter. From the climate section “That phenomenon we witnessed—which is called “energy poverty”—is a real problem for 860 million people around the world. Our modern world is built on electricity. Without it, you are (quite literally) left in the dark.” (GatesNotes)


Switched Off

This week’s non-energy related read. 

Yuval Noah Harari Gives the Really Big Picture - Harari is the author of “Sapiens” which has sold more than twelve million copies. “Three important revolutions shaped the course of history,” the book proposes. “The Cognitive Revolution kick-started history about 70,000 years ago. The Agricultural Revolution sped it up about 12,000 years ago. The Scientific Revolution, which got underway only 500 years ago, may well end history and start something completely different.” (The New Yorker)


This newsletter is our side-hustle. We hope it equips you with data and insights on the energy sector to inform your decision-making process in the best way possible. If you have feedback, let us know!

Enjoy the rest of your weekend!

The Charging Station

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