Peter Zeihan

There are no EVs.

There are no battery chassis.

There is no solar.

There is no wind.

There is no nuclear without globalization.

Too many of the parts, too many of the materials come from a different continent.

And so if we're not all doing this together, none of that happens.

And so you should move on.

If you're in the Western Hemisphere, where there is more mining than consumption, that's probably going to be a little easier.

But for the Eastern Hemisphere, hard pass.

It's just not going to work.

Now, again, if you change the technology on me, I reserve the right to change my mind.

But that's where we've been for the last 25 years.

If the technology is not ready and if Westerners are not living in places where the technology can be applied in a way that actually drops your carbon, putting up a solar panel doesn't make you green.

Putting up a solar panel that reduces your carbon footprint, that makes you green.

And most people who live in the West don't live in a place where that is true.

Believe it or not, London actually gets a little bit more sun than Toronto, but just minuscule.

Glasgow, though.

God, no.

Now, offshore wind in the North Sea is brilliant.