Check out the accompanying pdf and chart collection. (1) Incompetent central planners. (2) Not ready for prime time: Renewables still unreliable and insufficient. (3) A Nobel idea. (4) Soaring natural gas prices crimping supply of energy-intensive metals. (5) Clumsy transition to renewables adding to inflationary pressures. (6) A surprising scenario: weaker Chinese economy, stronger metals prices, and firm dollar. (7) A chronology of China’s energy crisis. (8) Xi’s climate pledge to the UN. (9) Coal prices still soaring in China. (10) A very brief history of inflation during the 1970s. (11) A very brief history of the 2020s.
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