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"It's a landscape in chaos right now."
Motley Fool Money
How to Position Your Portfolio for the Gap Between Demand and the Available Supply
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Even in Germany where we have massive deployment of renewables, there's a shadow grid of nuclear and coal reactors that are standing by ready to take the lead when the wind doesn't blow. There isn't enough batteries in the world to come anywhere near the type of grid reliability that we would need if we're going to mandate that no fossil fuels be used. So you mentioned ways to position your portfolio. I can hear all my podcast listeners kicking me if I don't ask this question. What are some of those ways that you would think about positioning your portfolio?
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