Tag: solar panel
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Why Automation Multiplies the Workforce and Then Moves It Somewhere With Cheaper Electricity A robot is not a worker. It is a capital good with a power cord, and the cord is the part that determines where it gets plugged in. This distinction is the whole argument. The political class in the West has convinced…
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Transitions have a shape. The mining analysts named a shape like this one after Pierre Lassonde. It starts with a discovery peak, when the narrative outruns the asset, then falls into a capitulation trough, when the asset arrives and the narrative has left. A long consolidation follows, and then a second rise that arrives late…
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And why home solar, batteries, and EVs are about to get very interesting The Strait of Hormuz has been effectively shut for most of 2026. Nearly 20 percent of the world’s seaborne oil – over 11 million barrels per day of crude and condensate – has been taken offline, along with 80 million metric tons…