I had the fortune (neither good nor bad) of being an energy analyst in 2008 as Lehman Brothers collapsed, in part triggering a global financial crisis. I was also an energy analyst, again, when a pandemic caused the mechanics and circulatory system of much of the global economy to seize up in 2020.
As I write this, the White House is planning another sweeping round of tariffs on US imports. This round follows earlier rounds of tariffs, and tariff reversals, and intra-day tariff rates, since the start of the second Trump administration two months ago.
There are a lot of dockets out there. Halcyon catalogs hundreds of new ones every week. All are important, but some are more important than others. And right now, Halcyon has been examining one of the hottest dockets around:
Picture, if you will, a US-focused senior consultant at a global professional services firm. You are one of as many as 100,000 staff in your market, part of a multi-billion dollar business line, tasked with parsing complexity for clients, and creating a path forward. For the sake of storytelling, let’s call you Nate Bateleur.
Today I published my annual decarbonization presentation. You can view it here: https://www.nathanielbullard.com/presentations
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