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Inflationary Recession Is On The Horizon | Paul Hodges
Forward Guidance
The Germans' Transition to Renewables
I think there's lots of evidence to show that the Germans have lost their skill for delivering on time. It took 10 years to deliver the new airport in Berlin, it took God knows how long to deliver thenew opera house in Hamburg and so on. So I just hope they don't let us down. And Paul, do you think that this will accelerate the transition to renewables? Some were going to buy a puzhou, a gas-gozzling puzhou now they're going to buy an electric car. How significant do you thinkThat will be on the margin? Do you think we'll look at this moment and say, wow, this really sped things up?"
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