Emissions Decisions’ Post

I’ve always enjoyed Energy Disruptors and met with dozens of interesting companies and builders at it over the years Exciting to see Ambyint, TransAlta, Suncor, Carbon Alpha, Alberta Indigenous Opportunities Corporation, Carbonova Corp., Cenovus Energy, General Fusion, Orennia, Carbon Upcycling Technologies, Cemvita Inc., Goparity Canada and other sector leaders presenting I write about energy for Forbes periodically and I have a couple articles/topics I’ve been researching out of personal interest, outlined below Send me a note if you are attending the conference, or in Calgary next week for it, and you have insights on these topics and want to connect! -Making existing energy supply chains more efficient is one of the biggest environmental wins today (lots of new tech for this) -Energy demand, especially power, is going to experience a step change in growth we haven’t seen in decades given reshoring, AI etc (we are not used to this and need to meet it) -Every company is becoming an energy company (even tech is vertically integrating - either through partnership exposure or physical investments) -Energy and emissions dynamics require new markets (capital allocators should be making seamless decisions between projects vs offsets) -Nuclear is cool again (which aligns with the facts) -A shift in consumption trends is going to drive more fuel demand than expected (retirees have income and want to travel, millenials also rank travel as their top spending priority vs previous generations)