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In the Shift to Clean Energy, New Technologies Beat Old Commodities
Over time, scaling clean technologies has got dramatically cheaper, yet digging fossil fuels has not. For the energy transition, this means new energy technologies have a compounding cost edge over old fossil fuel commodities.
The Great Capital Reallocation
The required growth in investment is achievable, and we are already halfway through the reallocation.
Why Electricity Is the New King of Energy
Electricity is now the largest supplier of useful energy, and it has plenty of growth ahead.