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Rohitesh Dhawan: A balanced energy mix is going to create "very big stranded assets"

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Whether you think climate change is real or not, global insurers, investment funds, many corporations and most governments believe in it. While global policy consensus remains elusive, from a long-term investment standpoint significant risk now attaches itself to fossil fuel assets. The risk has a name: stranded assets.


Coal is the poster child – and Rohitesh Dhawan, Eurasia Group’s director of strategy and alliances, says it’s also a harbinger. The U.S. Energy Information Agency (EIA) data shows that over 40% of coal-generating power plants shut down in the decade since 2008, many of them long before their expected lifespan. The main cause is not regulatory policy, but cost. EIA also finds that a kilowatt generated by onshore solar or wind farms is significantly less expensive than coal, and natural gas – newly plentiful thanks to fracking – is cheaper still.

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