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Basically ever subplot of energy has a range of boundary conditions (like gas prices, cost of capital, pro/anti green in politics, etc) under which it can advance and other conditions when it is basically on pause. Energy is about 50 parallel stories running on stop-go tempo.
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The modern history of energy is a 1000 repetitions of the same basic short story: “This revolutionary tech X emerged and boomed for a few years, then the price of Y skyrocketed/collapsed and X collapsed for a decade” Rockefeller‘ a “ruinous competition” but in innovation