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The Value Perspective with Doomberg

The Value Perspective

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The Challenge of Recyclability of Polysilicon

One of the challenges that we have in the sort of ESG platitude game is that certain technologies are just pro preemptively and forever labeled as quote green. As long as we're unwilling to have an open and honest debate about the true trade-offs of our energy sources then we'll end up with a massive misallocation of capital destabilized grid expensive energy on unhappy populations. If you get this wrong you risk forever missing out on the chance to get it right and that's a real thing that you can't just wish away with platitudes. You mentioned the issue of recyclability there with regard to wind one issue that's come up before in some of our discussions with with other

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