⚡ Energy crisis reverses green policy - nuclear and natural gas get rehabilitated

Chamath energy w=0.55 · n=22 · E86 (2022-07-08) · sentiment · strength 1 ▶ 1:03:34 SUPPORT

“And instead, what you could do is actually greenlight nuclear, subsidize some of these more adventurous ways in which you can extract and refine LNG.”

Jason energy w=1.00 · n=17 · E86 (2022-07-08) · explicit_prediction · strength 2 ▶ 43:41 SUPPORT

“The EU Parliament flipped and they are now saying these virtue signaling knuckleheads. They came to the census and now they believe nuclear is green. ... Also green according to the EU Parliament is natural gas. ... So this to me feels like the beginning of the end for Putin and Saudi Arabia. If you look at the US becoming a net exporter of energy, it's quite possible the EU could become that as well if they actually, and this is a big if, if they actually start building nuclear.”

Friedberg energy w=0.78 · n=18 · E86 (2022-07-08) · explicit_prediction · strength 2 ▶ 44:37 SUPPORT

“It could be the beginning of the end of what some people are calling the woke green movement. ... That's certainly over. This realization that to transition to the next beyond the carbon economy is going to require continuing to invest in and support the carbon economy until those alternative solutions emerge and to have dual track investing. And I think that that's what we're seeing around the world, in the United States, in Europe now.”

Sacks energy w=0.94 · n=16 · E87 (2022-07-14) · explicit_prediction · strength 3 ▶ 26:00 SUPPORT

“Sri Lanka is not rich enough to resist. That's the issue. So the US has an ESG rating of 51%. Sri Lanka has 98%. Why is that? Because in our country, we're not going to impose these crazy mandates. There's enough resistance to it.”

Friedberg energy w=0.78 · n=18 · E87 (2022-07-14) · sentiment · strength 2 ▶ 13:18 SUPPORT

“That is deindustrialization. I mean, reversing from like the modern techniques of industrial production, like fertilizer and modern systems of farming, is deindustrialization. It's going to be a curse, ultimately.”

Jason energy w=1.00 · n=17 · E87 (2022-07-14) · sentiment · strength 2 ▶ 1:22:56 SUPPORT

“just like they flipped last week and they made natural gas and nukes, nuclear power, a green energy. So yeah, their morals and ethics and their virtue signaling go as far as their wallets and their heat and meals go, as we all know.”

Chamath energy w=0.55 · n=22 · E89 (2022-07-29) · explicit_prediction · strength 3 ▶ 41:23 SUPPORT

“It is a necessary bridge fuel. And so we need to, if we're talking about energy independence, it can't happen without us, frankly, drilling more and subsidizing the capital incentives of private companies to go and do this exploration work, which they have stopped, Jason.”

Chamath energy w=0.55 · n=22 · E92 (2022-08-20) · explicit_prediction · strength 3 ▶ 1:12:26 SUPPORT

“And what's amazing is that if we actually pass this framework, which is still yet to be written around how to make permitting more seamless and efficient for these hydrocarbon projects, it will really unleash a massive torrent of both revenues back to the United States.”

Jason energy w=1.00 · n=17 · E92 (2022-08-20) · sentiment · strength 2 ▶ 58:57 SUPPORT

“And we need to do what's in our economic interest, which really is investing in nuclear, investing in solar, batteries, wind, and even and brittuals.”

Jason energy w=1.00 · n=17 · E94 (2022-09-01) · explicit_prediction · strength 3 ▶ 1:04:20 SUPPORT

“And we saw obviously Germany is, you know, thinking the three remaining of their six that they were going to turn off, they're putting back on. And I think we're going to see new ground broken. And Japan came out just in the last week and said, they're going to build more nuclear power and nuclear power plants.”

Chamath energy w=0.55 · n=22 · E94 (2022-09-01) · explicit_prediction · strength 3 ▶ 1:00:37 SUPPORT

“If you actually believe this is a cataclysmic issue, you need to basically be okay with hydrocarbons because it is the only credible bridge fuel we have to keep the world working properly. Because otherwise what David said is right, we are going to economically destroy parts of the world by trying to race towards this net zero goal. By the way, guys, I just want to take the, you know, rip the bandaid off. Net zero by 2050, 26, it is not possible. There is zero credible plans that the world has to do it.”

Sacks energy w=0.94 · n=16 · E94 (2022-09-01) · sentiment · strength 2 ▶ 52:12 SUPPORT

“You just saw, actually, Elon just gave a talk and made news this past week from Norway where he said that we still need oil and gas. He's the leading innovator in basically moving to solar and renewables. And he said, listen, unfortunately, we got to rely on oil and gas because it's too important for civilization.”

Chamath energy w=0.55 · n=22 · E95 (2022-09-10) · explicit_prediction · strength 3 ▶ 21:34 SUPPORT

“And when Greta Thunberg was able to shame an entire continent into basically walking away from nuclear and not really evaluating how you can actually have energy independence, what they did was they put Europe in an incredibly fragile position.”

Friedberg energy w=0.78 · n=18 · E95 (2022-09-10) · explicit_prediction · strength 2 ▶ 47:20 SUPPORT

“The reason I think people can be energy independent today is because of technology like nuclear. And I think that every country in the world should find a way to get energy independent.”

Jason energy w=1.00 · n=17 · E95 (2022-09-10) · sentiment · strength 2 ▶ 43:59 SUPPORT

“I've been for energy independence since the beginning. I've been talking about nuclear since the beginning.”

Sacks energy w=0.94 · n=16 · E95 (2022-09-10) · sentiment · strength 2 ▶ 43:47 SUPPORT

“Don't forget that Biden canceled our energy independence the first day he was in office.”

Chamath energy w=0.55 · n=22 · E97 (2022-09-23) · explicit_prediction · strength 2 ▶ 53:05 SUPPORT

“These are the districts that need coal, coal fired plants, LNG, oil to keep going, to sort of minimize the impacts of inflation.”

Chamath energy w=0.55 · n=22 · E105 (2022-11-19) · sentiment · strength 2 ▶ 30:45 SUPPORT

“I've never been against fracking. I believe in net gas. I believe in coal actually as a bridge fuel. I believe in all of these things.”

Friedberg energy w=0.78 · n=18 · E105 (2022-11-19) · explicit_prediction · strength 2 ▶ 31:16 SUPPORT

“Like I said before, China's declared that they're building 450 nuclear power plants. The net cost, effective cost of electricity production out of a nuclear power plant is somewhere between one and five cents per kilowatt hour. The US on average is paying 11 to 15 cents per kilowatt hour.”

Sacks energy w=0.94 · n=16 · E105 (2022-11-19) · sentiment · strength 2 ▶ 30:31 SUPPORT

“I mean, look, we were energy independent based on fracking. You may not like fracking, but it did get us energy independent.”

Jason energy w=1.00 · n=17 · E105 (2022-11-19) · sentiment · strength 1 ▶ 31:08 SUPPORT

“I'm fine with clean fracking as a way, as a bridge.”

Chamath energy w=0.55 · n=22 · E109 (2022-12-24) · sentiment · strength 2 ▶ 10:47 SUPPORT

“You know, there was a huge raft of whether it was green ESG, kind of woke liberal politics that manifested itself in all kinds of national security decisions and energy decisions that in this last year, they literally had to undo in order to stay alive.”