Where Will All The Money And Metals Come From?

Those of us who follow the evolution of this largely imaginary energy transition driven by government subsidies and activist fantasies often bore audiences by asking where will all the money and metals required to make this grand plan a reality come from?

It’s a difficult question that pushers of the transition hate to be asked, mainly because there are no easy answers available.

Still, the question and its ultimate answers are crucial since none of this can otherwise become reality. The question frequently arises following publication of a new report by one of the major analyst firms like Wood MacKenzie, Enverus, S&P Global, and Rystad Energy detailing projected costs of one of a thousand expensive aspects of this transition.