Why do the IEA scenarios matter?
"The IEA’s Current Policies Scenario (CPS) was produced following fierce criticism by Trump's pro-fossil fuel administration.
Many of the CPS’s assumptions are highly questionable, such as the expectation of a sharp slowdown in global sales of electric vehicles and smaller gains in petrol car efficiencies."
If you believe the CPS scenario, as an investor you may miss out on big opportunities.