clean energy transition
4 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Feb 2, 2023 by Shayle Kann · across every show →
Everything said about clean energy transition, oldest first
Feb 2, 2023 neutral
Kann: Markets solve supply chain bottlenecks, but not permitting or transmission
“The rest of these, I think, not that I'm like a
Pure Chicago-style economists, but I think the market ultimately solves most of them.
Transmission and permitting don't fall into a category that the market ultimately solves, necessarily, because, as you said,…”
Nov 3, 2023 bullish
Roberts: Substitution and market supply will solve critical mineral shortages long-term
“I just think substitution plus new sources. Over the midterm, mid to longterm, is going to solve this. I agree that there will be years, couple of years, choke points here and there, as we've all, as we've already seen a couple of materials get tight. But I ju…”
Nov 3, 2023 positive
Roberts: Hard-to-decarbonize sectors will be technologically easier than expected
“Hard to decarbonize sectors are going to be easier to decarbonize than I think is expected, technologically speaking. And I think that's been a theme in the clean energy transition now for decades is that the technological challenges turn out to be a lot more …”