For those who have a concern that the end of gas may be nigh and...

For those who have a concern that the end of gas may be nigh and we EXR holders may not be able to maximize our return on our investment, an excellent article on decarbonisation by Chris Leithner that should come as considerable consolation. I am posting a link to it (below) for those wanting to read the paper in full. Meantime here are a couple of takeaways (bearing in mind that this data does predate the energy market scrambling effect of the Ukraine war).........

• Renewable energy's share of the total Australian energy market remains a mere 10%, while gas provides about 25% and while the former is growing rapidly, gas is also continuing to increase its share
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• Even we assume that Australia is a laggard and more accurately we should look at countries that are reputedly leading the way with renewable energy (like Germany, below), the picture is very similar with gas continuing to increase its market share. Also the growth in renewables does still presuppose that some energy form (like gas) will be there for back-up in the times when the sun doesn't shine and the wind doesn't blow.
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• On the basis of this evidence it is unlikely that 'green leaders like Germany will be able to achieve carbon neutrality by 2030, and maybe not even by 2050. So, if these countries cannot make it happen, what hope countries like China and India.
• Decarbonisation: A doubter’s guide for conservative investors – Chris Leithner