Thought Leadership on Energy and Decarbonization from JP Morgan’s Michael Cembalest

Michael Cembales, Chairman of Market and Investment Strategy for JP Morgan Asset Management makes the argument for why decarbonization is taking so long including transmission obstacles, industrial energy use, the gargantuan mineral and pipeline demands of sequestration and mineralization, and the slow-motion EV revolution. His research and thoughts are wonderful examples of why the energy sector needs more “Thick Thinking”.