The "Peak Oil Disruptor": Bryn Davidson

Four rules to address the “global energy transition”

…First Rule: don’t invest in something that could become a stranded asset

Bryn described a town in Maryland that invested $60 million in a new airport as an economic stimulus strategy only to see oil prices go up and the local carrier drop the town as a destination. Don’t invest in “something that only makes sense in a future that looks like the past,” he cautioned.

Second Rule: focus on strategies that reduce emissions and oil constraints

Bryn described a courier company in Vancouver, called Novex (www.novex.ca), who’d been greening itself, helping its owner/operators invest in hybrid vehicles (to become the greenest fleet in America), and were so successful they began buying up other companies during a recent high oil price bump, because “they focused emissions and oil dependence.”

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