
David vonAh
6.1K posts

David vonAh
@DAVIDVONAH
Money Coach, Mentor, Trusted Advisor. Mutual Fund Professional. Life Insurance. Deep Thinker! Inflation is 🔥. Reach out to me to hear about assets that beat it























Oil Is Holding Elevated. The Renewable Shift Is Accelerating. High oil prices don’t just hurt consumers. They fast-track the energy transition. History is repeating itself — and smart money is starting to notice THE OIL SHOCK CONTEXT → Brent crude averaged $103/barrel in March 2026 → Energy prices projected to surge 24% in 2026 — highest since Russia’s Ukraine invasion → Strait of Hormuz disruptions triggered the largest oil supply shock on record — initial reduction of ~10M barrels/day  → Just like the 1970s oil shock triggered a wave of investment in efficiency and alternative fuels — today’s disruptions could have the same structural effect  THE COUNTRIES ALREADY WINNING → 🇸🇪 Sweden — scores 95/100 for energy independence. Nearly half its energy from nuclear + renewables. Fossil fuels account for only a quarter of local consumption  → 🇧🇷 Brazil — produces 14% more energy than it uses, exporting the surplus. Relies on massive hydroelectric infrastructure. One of the highest-scoring developing nations globally  → 🇵🇰 Pakistan — solar’s share of electricity jumped 5x between December 2021 and December 2025. Driven by gas price spikes, subsidy cuts, and falling panel costs — one of the most rapid and unanticipated clean energy transitions anywhere  THE CORE THESIS → “There are no price spikes for sunlight. No embargoes on wind.” — UN Secretary-General António Guterres → Renewables are now the foundation of energy security AND sovereignty — not just climate policy  Every country exposed to Hormuz disruptions, OPEC pricing power, or oil import dependency now has a geopolitical reason — not just an environmental one — to accelerate the transition. The 1970s oil shock built the modern renewables industry. This one might build the next generation of it. → Over 90% of new power capacity added in 2024 came from renewable sources. 2025 saw similar growth.  The transition isn’t a narrative anymore. It’s a capital cycle. Not financial advice.













