energy transition

“We are confident the lithium price will stay, you know, elevated in the long run, not related to the current spike, but just in the long run, elevated, because there will be constant demand pressure, and in fact, I'm, you know, sort of concerned about it. I th…”

“There's rarer metals, lithium being the by far most obvious one. But also things like cobalt and zinc and nickel where You know, we see in most cases global supply being sufficient to meet the needs of the energy transition, but just an enormous concentration …”

“There is a divide that has not been Recognize so much, but it's a different view, as the former energy petroleum minister of India said, it's not an energy transition, there are energy transitions.”

“Like, I think interconnection may end up being The single largest bottleneck to the energy transition, or even climate tech across all things”

“I think that interconnection, both of generation and of load, is rapidly becoming the single biggest barrier to the energy transition.”

“Zero chance. Not at all. Not in a million years.”

“Well, I've been known to say that the energy transition is at least to a first order, basically a transition from fossil fuels to metals and minerals.”

“You need to recognize that we are in a transition. And this bullshit of, it's gotta be green, and drill, baby, drill, is the problem. Both have a place.”