Great stuff in this report on the State of Clean Energy Deployment. (Restating the name so I can share to Substack notes too). This deserves all the attention it can get. If focusing on where the momentum is makes for good strategy, you've done us a real service here.
Thanks for the overview, Michael! The new record buildout speed is really heartening. I think that, in the end, Trump cannot really impede a buildout in renewable energy where it makes economic sense, because pushback will be noticeable. I believe he has a very flexible agenda and wants to be liked and wants to be a winner so I cannot see him not pivot if some issues regarding renewables turn out to be winning ones.
Great stuff in this report on the State of Clean Energy Deployment. (Restating the name so I can share to Substack notes too). This deserves all the attention it can get. If focusing on where the momentum is makes for good strategy, you've done us a real service here.
Thanks Marshall!
Thanks for the overview, Michael! The new record buildout speed is really heartening. I think that, in the end, Trump cannot really impede a buildout in renewable energy where it makes economic sense, because pushback will be noticeable. I believe he has a very flexible agenda and wants to be liked and wants to be a winner so I cannot see him not pivot if some issues regarding renewables turn out to be winning ones.
Thanks for the comment, Simon! I hope you're right :)