Presentation to BofA Securities audience about Risk, Uncertainty and Volatility in the energy transition

There’s a certain irony in being invited by the Bank of America Securities team to speak with an audience that they had organised about Risk, Uncertainty and hence Volatility on Tuesday 23rd April 2024 … which was coincidentally the same day that the AEMO released its QED for 2024 Q1 (though we did not know the coincidence until this morning).

As a combined team, we* are underway with the number crunching for our own deep-dive review of 2024 Q1, but we’re still some weeks away from having that finished for our clients.

* as with prior iterations of this report, these are a collaborative effort between us at Global-Roam Pty Ltd and the team at Greenview Strategic Consulting.  That’s what we mean here by ‘we’.

Nevertheless, there’s quite a number of factors that we were able to delve into, given the work that’s gone beforehand in the compilation of both:

1)  Prior editions of the GenInsights Quarterly Updates, which followed from GenInsights21 and the GRC2018 beforehand; and

2)  The annual statistical review, most recently with the GSD2023 … the 5th in the series (this time ~50% larger again with the addition of two new focal points over another ~400 pages).

Thanks for the invite!

Time permitting we might follow on from this article with the publication of some snippets from today’s presentation at some point in the near future…