Energy Infrastructure

“The, you know, magnitude and duration of the cycle is of the debate, but it introduces a duration mismatch where technology is often done on cycles that are, you know, one to two years, whereas energy is typically multi-year, even multi-decadal, depending on t…”

“The demands that are going to come out of the X COVID economic growth cycle cannot be met with the current energy infrastructure and you're going to see energy prices continue to climb”