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@JohnArnoldFndtn Respectfully, do you still hold the views you expressed here?
https://www.cnbc.com/2017/10/20/john-arnold-says-autonomous-vehicles-are-terribly-bearish-for-oil.html …
1. EVs are experiencing linear adoption.
2. Autonomous vehicles seem increasingly far away.
3. Renewable electricity doesn't seem inexpensive.
...renewables require back-up power generation because of our inability to get batteries to work. Nuclear is cheapest and everyone is against it. 4. Ride-hailing apps don't seem to be reducing the overall miles travelled. Also, Africa, India, and SEA are coming online.
I don't know shit about this but... All this could be quite bullish for the price of oil.
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