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Recent New Energy research

* Energy return on investment, Kingsmill Bond, 7 Mar 2017
* The end of the ICE age, Kingsmill Bond, 2 Feb 2017
* Renewable intermittency, Kingsmill Bond, 13 Dec 2016
* Marginal change moves markets, Kingsmill Bond, 21 Nov 2016
* Marginal change moves markets, Kingsmill Bond, 21 Nov 2016

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Marginal change moves markets

Overview

It is marginal change, not systemic change that moves markets. Thus, the impact of the shift from fossil fuels to renewables will start to be reflected in stock prices within five...

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