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Keywords: ALTNRG; BUSINESS; CLIMATE; CMD; COS; ELC; INDUSTRIES; NRG; OIL; UTI EN ALTNRG BUSINESS CLIMATE CMD COS ELC INDUSTRIES NRG OIL UTI (Bloomberg) I like a deep data set, and in energy there are few deeper than the US government's on national energy consumption. The combination of flat total primary energy consumption and rising non-fossil primary energy consumption means that the non-fossil share of US energy has been increasing steadily. [Extracted from the article]

RDKEH0T0AFBE (Bloomberg) - Since the start of 2019, investors have plowed more than $300 billion into environmental, social and governance (ESG)-themed exchange traded funds. Keywords: NGAZ@BU; BON; BUSINESS; CLIMATE; ETF; GOV; MARKETS EN NGAZ@BU BON BUSINESS CLIMATE ETF GOV MARKETS A spike in public criticism of ESG, by Elon Musk and others, may be leading institutional investors to reconsider their allocations. [Extracted from the article]

Keywords: 7203@JP; BMW@GR; F; GM; AUTOMOTIVE; BUSINESS; CLIMATE; CONS; CONSD; COS; INDUSTRIAL; INDUSTRIES; MED; NORTHAM; SPORTS; TEC; TMT; TRN; US; WORLD EN 7203@JP BMW@GR F GM AUTOMOTIVE BUSINESS CLIMATE CONS CONSD COS INDUSTRIAL INDUSTRIES MED NORTHAM SPORTS TEC TMT TRN US WORLD (Bloomberg) - If you watched Super Bowl LVI on Sunday, you probably noticed a slew of automobile ads. EDO crunched the data on Super Bowl LVI EV ads, and every single one of them - including Hyundai's spot which ran before kickoff--outperformed the Super Bowl median in driving viewers to look up the brand. In 2018 there were 12 Super Bowl car ads, none of which featured an electric vehicle; this year, seven of nine ads featured a vehicle with a plug. [Extracted from the article]

Keywords: ALTNRG; ASIA; AUTOMOTIVE; BON; BUSINESS; CHINA; CLIMATE; CMD; CONS; CONSD; COS; ELC; EUROPE; FIN; INDUSTRIES; MARKETS; NORTHAM; NRG; TEC; TMT; US; UTI; WORLD EN ALTNRG ASIA AUTOMOTIVE BON BUSINESS CHINA CLIMATE CMD CONS CONSD COS ELC EUROPE FIN INDUSTRIES MARKETS NORTHAM NRG TEC TMT US UTI WORLD Ten ideas -- and ten corresponding charts -- that capture where we are right now in the effort to decarbonize the global economy. That sales growth has taken EVs from 0.002% of passenger car sales to 10.8% of sales globally, and more than that in both Europe and Asia. To put its sales in perspective: U.S. buyers have picked up 2.2 million EVs to date. [Extracted from the article]

Keywords: ALTNRG; BASIC; BUSINESS; CLIMATE; CMD; COS; ELC; FERROSTL; GOV; INDUSTRIES; MARKETS; METMNG; NRG; UTI; WORLD EN ALTNRG BASIC BUSINESS CLIMATE CMD COS ELC FERROSTL GOV INDUSTRIES MARKETS METMNG NRG UTI WORLD More transportation and industrial processes will be electrified in coming years. I hesitate to think of what a group of mid-1950s scientists and bureaucrats would imagine about electricity demand in 2020, but "India will generate more power than the entire world today and China will generate seven times more, at the same time that global electricity demand growth will be less than half what it is now" is probably not it. In 1952, global stationary power (read: electricity) demand was about 1,000 terawatt-hours (by way of scale, that is about one-quarter of U.S. annual power demand today). [Extracted from the article]

Keywords: ALLTOP; BUSINESS; CANADA; CATOP; CLIMATE; CMD; COS; GOV; MIDEAST; NORTHAM; NRG; OIL; SAUDI; US; WORLD; WWTOP; WWTOPAS; WWTOPEU EN ALLTOP BUSINESS CANADA CATOP CLIMATE CMD COS GOV MIDEAST NORTHAM NRG OIL SAUDI US WORLD WWTOP WWTOPAS WWTOPEU Subsidies are falling, but polluters are still getting plenty of public support. In a new report to the Net Zero Asset Owner Alliance, my colleagues at BloombergNEF have added up fossil fuel support from the G-20 governments. Their work shows that support to state-owned energy companies -- often their countries' sole energy supplier -- constitutes 45% of total fossil fuel subsidies, while consumer subsidies are a little over 21%. [Extracted from the article]

The IEA's latest data confirms something my colleagues and I have been observing since the end of 2020: renewable energy installations not only increased during the pandemic, they exceeded even the most bullish of expectations, with wind installations increasing 90% and solar increasing 23%. Keywords: 81074Z@PM; ALTNRG; BUSINESS; CLIMATE; CMD; COS; ELC; FIN; GOV; INDUSTRIES; NRG; OIL; UTI EN 81074Z@PM ALTNRG BUSINESS CLIMATE CMD COS ELC FIN GOV INDUSTRIES NRG OIL UTI Renewables were the only growth sector in all of energy during 2020 QT1IGUDWLU6N (Bloomberg) - Global recessions, wars, and (yes) pandemics have a way of driving down energy demand. Combine the physical and financial capital, and there's another capital to consider--human capital. [Extracted from the article]