#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks
Superinvestors and the Art of Worldly Wisdom
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The Energy Return on Energy Invested
The move toward renewables and EVs would generate nearly 45 billion tons of incremental CO2. At best, a huge amount of the expected carbon savings will be undone by the necessary manufacturing at worst. When you make the transition to wind and solar, you're talking about energy systems that are fundamentally almost an order of magnitude less efficient.
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