Tracy Alloway

It's not even buying a Tesla.

It's let's buy a BYD, right?

The other thing, just on like a pure basic oil and gas basis, I think to Alex's point earlier, like there are these interconnections in the overall market, which we haven't necessarily seen like the pressure from one half of the world come into the other half of the world just yet.

And there's an open question over like,

How that happens.

The reason I'm not expressing myself well, but one of the papers I was reading from Alex's substack, actually, or one of his substack contributions is a paper from 2022 called The Myth of U.S.

Energy Independence.

And so I think there is this like open question just on a pure hydrocarbon basis.

How much of the hashtag blessed America story actually is true?

Sure.

There's nothing like an energy crisis to change like political will towards nuclear power.

Also, the pimps are bad, Joe.

All right.

Shall we leave it there?

This has been another episode of the All Thoughts Podcast.

I'm Tracy Alloway.

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