Daniel Yergin
๐ค SpeakerAppearances Over Time
Podcast Appearances
What I meant is that we have a lot else going on in our economy.
that gives us a kind of ballast that others don't have.
That's what I meant.
Despite the prices ticking up at the gas station, we've been much more insulated from it than anybody else.
That's what I meant in that sense.
Our stock market is not expressing concern about an oil crisis.
I think it means increasing drive from diversification.
Even if wind is not popular in the United States right now, from the administration point of view, renewables will get a boost.
I can see right now solar is the quickest thing that can be done to meet electricity.
I think other countries will look more at renewables.
I think Europe has really deep problems that they are having great difficulty dealing with.
We won't see the impact of this nuclear renaissance for five years or so, but there's sure a lot of money that's going into it.
One small modular reactor company just went public with, I think, a $9 billion valuation.
So there's a lot of optimism.
And we see nuclear power plants that were shut down that are now being brought back.
Germany is now saying we made a mistake shutting down nuclear.
So I think all of that, you know, there's not an endless possibility of things you can do.
Hydrogen, which was very big a few years ago, has really faded away.
But I think, you know...
Like your portfolio, you want a diversified portfolio of your investments.