@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.
Gotta be mindful of the risks of nuclear, but I agree...unless you have ample hydroelectric (which scales pretty well I think?).
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i don't know TBH. but yeah, if your geography allows it that could be the exception.
Thanks. Twitter will use this to make your timeline better. UndoUndo
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