Dan Porter from Pure Asset Management joins Shae Russell in
part one of their two-part energy discussion. Today they cover the one trillion dollars not factored into the renewable equation, why crushing rocks need so much energy, the uncomfortable truth about coal, understanding our complex energy grid and how renewable energy fits into our existing distribution network.
Timestamps:
1:35 – From coal analyst to resource fund manager
4:32 – The ultimate contrarian indicator
5:36 – Why we rely on alternating current rather than direct current electricity
8:33 – Our centralised energy systems
11:23: - Solar energy is significantly cheaper yet the infrastructure
is expensive
12:26 – The missing trillion dollars from the energy transition equation
16:55 – Baseload power is needed overnight
21:31 – Intermittent energy needs
