A mystery facing C-suite execs and policymakers is how much oil and gas the world needs in the future — and therefore how much should be spent now to ensure enough flows. Why it matters: Call it the Goldilocks problem: Too little investment could bring a pricey and ugly supply crunch — one that even slows energy transition. • Too much means stranded assets, infrastructure that locks in emissions, or both. Driving the news: Enter new analysis from researchers with Columbia University's energy think tank that offers ideas on guiding investments without bailing on climate goals. • Right now, "the oil and gas ... (full story)