Energy Transition, Rest In Peace. January 20th did feel like a cultural turning point; that morning I clicked on the press conference intending just to watch it for a few minutes and I ended up watching the entire hour of signing executive orders. When is the last time anyone has watched one hour of a president signing documents?
With regard to elite institutions, how long do you think it take to change ideological course? And how long it will take the changed course to filter to the general investing public? Curious to see how this is going to play out with say, the IEA for example?
on institutions, I will guess it is a long road back to something that isn't totally left wing. But some are legit trying. The path is uncertain but perhaps a decade-plus? I think the Q will be was the 2021-24 extreme progressism and aberration or will it return. For IEA, can happen faster. They have had some Heads that have been quite balanced.
Energy Transition, Rest In Peace. January 20th did feel like a cultural turning point; that morning I clicked on the press conference intending just to watch it for a few minutes and I ended up watching the entire hour of signing executive orders. When is the last time anyone has watched one hour of a president signing documents?
With regard to elite institutions, how long do you think it take to change ideological course? And how long it will take the changed course to filter to the general investing public? Curious to see how this is going to play out with say, the IEA for example?
on institutions, I will guess it is a long road back to something that isn't totally left wing. But some are legit trying. The path is uncertain but perhaps a decade-plus? I think the Q will be was the 2021-24 extreme progressism and aberration or will it return. For IEA, can happen faster. They have had some Heads that have been quite balanced.