Ian Dury. Genius

Renewables, as an asset class, are out-performing the S&P tracker I didn’t buy.

I have bought renewables, but to no one’s surprise, my small forays into stocks don’t move markets. Ah well.

Has that eagle got a puppy in its claws? What’s it on …

Pitch rolling?

North American mega-fauna?

We can deliver bigger outcomes, but that’s technology.

Best discussed over beer. Ie not in sound bites.

Ancient civilisations fought bloody wars over water and much political power was vested in its control.

I think we need to be careful about mythologising our ancestors.

Inevitable… Are you going to short it?

Anyone?

Or click the Lyme link in my profile.

Lyme is easy to treat, but only if caught very early.

Look for a red rash, often round, or blisters around the bite.

Tests very unreliable. Most drs misdiagnose.

There’s no harm in taking a 3 wk course of doxycycline, and jeopardy if you don’t.

I’ve got Lyme. DM me if you like.

Ballroom? :)

There are only so many last drops to be squeezed out of existing FF mines/wells etc. It’s an industry on life-support. More abt life-extension than expansion.

Nearly all the investment $s for new energy are going into renewables.

Why politicians still believe renewables are about high costs, sacrifice and lost votes, I dunno.

The global stampede of capital into renewables is abt profit. Cheap to build, cheap to run, cheaper for consumers & more profit for investors.

And politicians can't sell this concept. Weird.

USA / stranded asset?

As the world switches to cheap renewables the US is losing both its lucrative fossil fuel export market and the competitive advantage of once cheap domestic FF energy.

The Chinese are the winners.