53. Robert Mullin - Upstream Downstream
Mutiny Investing Podcast
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The Transition to EVs
The energy transition comes with a gigantic materials and therefore a energy and carbon footprint along with it to make it happen. For the same kilowatt hours of energy relative to a natural gas or a coal plant, you need about 7 to 15 times more metals and materials than wind or solar. And so I think we've seen this as this EZO. Wind is free and the sun is free. All of those just subtract that sort of side of the ledger that is the emissions generated by the oil and gas industry. We don't know how much people will ever care for hydrocarbons? But there's just a consensus around the room was that more interesting to invest in it as opposed
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