Saturday, October 18, 2025

Transition From "Oil" To Wind / Solar -- Not Going So Well -- October 18, 2025

AI prompt

I lost the source, but on May 11, 2024, it was reported that $4 trillion would be spent on energy transition from "oil" to wind/solar. I believe it was BloombergNEF. Is that figure likely to hold based on what we're seeing in 2025?


ChatGPT:


🧮 My Bottom Line

  • The ~$4 trillion figure remains a useful benchmark for the scale of investment required.

  • Current investment is about half of that benchmark.

  • Unless there’s a strong acceleration in 2025-30 (both in volume and technology diversification), the world will fall short of the net-zero pathway implied by that $4T/year.

 

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