Sector

Industry primers and sector updates

Solar is the future of energyBenefits of solar: 1) Practically infinitely scalable unit economics (i.e. efficiency) 2) Localized installation (no need for heavy investment i…
Good primer on the dynamics of the oil price environment over the next 3 yearsHighlights: 1. Pre-covid demand was 100m bbl/day, while current demand is 95m bbl/day. OPEC+ and Neutrals are currently producing about 90m bbl/…
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Diary entry #2
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Diary entry #1 - Jim Chanos' interview on Carson Block's new channel Zer0es