Giles Parkinson:

Last year, in an interview with Stanford University’s Tony Seba, we foreshadowed the remarkable conclusions of his new book: that energy and transportation as we know it will be history by 2030.

That book, the Clean Disruption of Energy and Transportation,tony seba book is now published, and it has even more dramatic prognosis: Silicon Valley will make oil, nuclear, natural gas, coal, electric utilities and conventional cars obsolete by 2030. And Australia – with its high solar penetration – will lead the way be the shape of things to come.

What’s more, Seba says it might happen even earlier than 2030.

He’s not the only person to predict this transformation. Jeremy Grantham agrees, and many in the utilities industry see the same risks. Paul Gilding has made similar predictions.

“Clean energy (solar and wind) is free,” Seba writes. “Clean transportation is electric and uses clean energy derived from the sun and wind. The key to the disruption of energy lies in the exponential cost and performance improvement of technologies that convert, manage, store, and share clean energy. The clean disruption is also about software and business model innovation.”

Via Matthew Grantham.