energy transition

“If things don't go smoothly, it certainly could give fodder to people who say that, hey, it's dangerous to move too fast on this stuff, or, you know, we need these coal plants, they're reliable, and this new, newfangled stuff isn't. You know, so that, that wou…”

“It's going to be, I think, harder for a country like Russia to make that transition. So they may be more of a loser in a transition.”

“So there's a multi-decade process of transition where the cheapest suppliers of hydrocarbon might actually produce a larger share of the pie, even though it's a shrinking pie, they're producing a larger share of it, and they have more influence, and that influ…”

“The energy transition does not happen in the United States without imports.”

“We're starting to push past that first phase of the energy transition where we're just bringing, and it Megawatt hours of clean power online and we're not really to the upward bounds of, like, You know, we're not to 50 or 60% renewables yet, but, like, we can …”

“Candidly, I don't think we get there by a long shot. Even with new materials, it's a heavy lift because there are those cultural and cost and systemic issues we need to overcome.”

“And the reality is that many of them don't really have visibility into their network in a way that allows them to dynamically manage both new resources being added, and then to ensure that the grid operates in a reliable manner. And then as a result, what they…”