The Coronavirus Fallout

The Energy Gang

This week: how coronavirus could accelerate or decelerate the energy transition.

We’re facing an oil shock amid a pandemic, supply chains are still in disarray, economic gears are grinding to a near halt, and countries are scrambling to put stimulus packages in place. How will this shape the energy system?

We’re going to break the conversation into three parts: the impact on fossil fuels and renewables; long-term prospects for decarbonization; and a blueprint for a low-carbon stimulus.

Where will the money go when this is all over? Could clean energy have the advantage over fossil energy from investors and governments?

Recommended reading:

• GTM: Could the Oil Price Collapse Drive More $$ Into Renewables
• GTM: For Wind and Solar Sectors, Biggest Coronavirus Risk May Be a Damaged Economy
• Business Insider: Coronavirus Stunts Clean Energy Growth
• WSJ: Oil Markets Point to Lasting Glut of Crude
• WSJ: Oil Drop Takes Down Hedge Fund
• OilPrice.com: Oil Price Crash Continues Despite $1.5 Trillion Fed Intervention
• OilPrice.com: Morgan Stanley Expects Net Zero Demand Growth in China
• E&ENews: The Oil Crash and Climate: What to Know
• E&ENews: Green Energy's $10T Revolution Faces Oil Crash Test
• E&ENews: Senate GOP Eyes Energy Aid in Response to Market Fallout

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