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Could we be witnessing an industrial renaissance?
Capital Ideas Investing Podcast
Is the Inflation Reduction Act a Threat to the Energy Sector?
AES, a company that historically builds coal plants, is now more valuable than it's ever been in recent history. Uygen has an entirely new technology for renewable energy; they capture the suntee and use it to generate energy for industrial purposes. And so we'll start to see all these sort of beneficiaries come out of the woodwork that in the past we haven't seen. We're very excited about the potential both project development and new technology development.
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