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business5h ago
The Story We Tell About Energy Will Determine Its Future
- Experts say no single term fully captures the moment in energy and climate debates.
- The TIME analysis shows energy security, energy transition, and climate realism all influence policy and markets.
- Geopolitics fragment energy narratives across regions, affecting gas reliability and AI electricity demand.
- Markets respond to narratives as much as to economics, guiding where capital flows.
- Nobel laureate Robert Shiller’s work on narratives is cited to explain how stories drive economic change.
- The piece notes that all major narratives share some truths but none fully capture the future.
- AI-driven electricity demand adds unpredictability to energy planning across regions.
- The article suggests a ‘multi-decade super cycle’ could shape energy markets.
- Renewables plus storage remain a common thread across energy narratives due to ease of installation and cost.
- The piece concludes that investors may need to hold multiple narratives to navigate the future.
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