We’re on the cusp of the most profound disruption of the energy sectors in over a century. We’re not facing a slow energy transition, we’re facing a rapid and total energy transformation and it’s already begun.
The disruption is inevitable (for economic reasons), existing coal, gas, nuclear and other assets are stranded. No new investments in those technologies are rational from this point forward. Here is a direct video link.
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Cory’s Chart Corner
Many will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
The Kobeissi Letter @KobeissiLetterBREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
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Danielle’s Book
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