4min chapter

Odd Lots cover image

Jigar Shah on the DOE's Role In Accelerating The Energy Transition

Odd Lots

CHAPTER

Supply Chain Costs - Should We Be Pro Actively Dealing With All This?

Is it just inevitable that people will have to choose between paying higher rates for energy in order to incentivise investment? Or, ah, we'll just have to deal with creaking infr structure because no one wants to actually pour money into it. Noat's a good question. I think we are cross roads where i think we're asking ourselves, should we be pro actively dealing with all these supply chains? And if we are going to do that, what tools do people want us to use? Right? Remember, when you think about a a commodity super cycle, right? There's three ways of dealing with the commodity supercycle,. One is, you got to get more of the

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