“Kingsmill Bond” certainly sounds like a proper name for a City of London financial analyst. He looks the part, too: gray hair expertly trimmed, well-cut suit. He’s lived in Moscow and Hong Kong and worked for Deutsche Bank, the Russian financial firm Troika Dialog, and Citibank. He’s currently “new energy strategist” for a small British think tank called Carbon Tracker, and last fall he published a short paper called “2020 Vision: Why You Should See the Fossil Fuel Peak Coming.” It asks an interesting question: At what point does a new technology cause an existing industry to start losing significant value?

This may turn out to be the most […]