Investors pile into clean energy as Iran war drives push for energy security

The biggest difference now is that the tech and scale are here now. The prices are dropping like a rock for grid storage, thanks to China. Sodium-ion battery production is being ramped up.

I honestly think renewables will grow exponentially from now all fosil fuel is dead.

I've held green tech stocks in the past but never made a dime out of them. There was a pattern to them. First there'd be demand, then the factories in China will turn on and suddenly there's a glut so the price goes back down. Then the factories would shut off again and the cycle repeats. I wonder if that's still happening.

Are there any renewable energy companies manufacturing in the US? Seems like all are downstream of that, just providing installation and management. Actual energy security should include some meaningful domestic production.

The North Sea has given us free fish, trade with all corners of the world and now it's one giant windmill farm.

Donald Trump: "Drill, baby, drill!"

American oil companies: "It doesn't pay, oil prices are too low to make drilling worth while."

Donald Trump: "War, baby, war!" (Oil prices go up)

The rest of the world: "Renewables!"

Five or ten years from now, when renewables have largely replaced oil, gas and coal in most of the world, the US will be the only major country still using fossil fuels. And the rest of the world will be better off; the US, not so much.

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