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The CERA Silo

S&P Global’s annual CERAWeek begins today, March 18, in Houston. The talks will cover everything from the impact of artificial intelligence on energy to zeroing out global emissions. One thing is assured, however: the discussions, while wide-ranging, will be entirely about energy, especially fossil fuels. Most of those attending will dismiss the energy transition. Click here to read more.

The Fallibility of Long-Term Forecasts

As the graph here shows, long-term forecasts cannot anticipate major technical changes like the advent of fracking in the US. See February 26 Notes at the Margin for more.

Deep in the Silo (March 18, 2024) -- S&P Global’s annual CERAWeek conference begins today, March 18. Everyone attending will be deep in the energy silo.

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