The Minutes of Marc Rowan on forecasting https://minutesof.com/marc-rowan/on/forecasting/ Everything Marc Rowan has said on forecasting: 3 verbatim quotes between May 2025 and December 2025, each with a timestamp and a link to the recording it… en Fri, 23 Oct 2026 11:02:25 +0000 Rowan says consulting firms' 2030 energy projections are wildly inconsistent, showing experts have no clear vi https://minutesof.com/q/d6ac02bb-f794-4cec-89f4-6f6d0acd05b1/ https://minutesof.com/q/d6ac02bb-f794-4cec-89f4-6f6d0acd05b1/ “I have a chart on the wall in my office, which is just about energy usage in the year 2030, not that far away.” — Yahoo Finance Wed, 10 Dec 2025 23:30:16 +0000 forecasting Rowan says consulting firms' 2030 energy forecasts are wildly inconsistent, resembling a scattered plot. https://minutesof.com/q/5f959c7d-1015-48e0-a2e0-8ddde44ca889/ https://minutesof.com/q/5f959c7d-1015-48e0-a2e0-8ddde44ca889/ “And each of the good and the great consulting firms have weighed in, and it looks like a child scattered dark plot.” — Yahoo Finance Wed, 10 Dec 2025 23:30:16 +0000 forecasting Rowan predicts two quarters of negative growth if tariff uncertainty is not resolved. https://minutesof.com/q/c965c511-14bc-4390-86cf-09ecb31a8959/ https://minutesof.com/q/c965c511-14bc-4390-86cf-09ecb31a8959/ “They do not hire. They do not make moves. We likely will cause two quarters of negative growth if we, in fact, don't resolve the uncertainty.” — Bloomberg Podcasts Mon, 05 May 2025 14:48:44 +0000 forecasting