Shayle Kann’s Post

And manages to explain at least a dozen our investments...Heron Power, Form Energy, Rondo Energy, Elementl Power, AssetCool, Ceibo, Cyclic Materials, Enchanted Rock, Oxford Flow, Voya Energy, Quilt, Bedrock Energy

Great insights. The only thing I'd quibble with is any kind of nuclear renaissance for the reasons Andy Lubershane stated. I'm not a trained analyst, but I do specialize in PR, and that's the only progress that I'm seeing on the nuclear front. Perhaps that's the first step, but from the news that I see, solar, storage, geothermal, long-duration storage, hot rocks in a box, and other new technologies seem to be progressing and scaling so quickly (and cheaply) that I'm not sure any nuclear renaissance--especially an expensive and slow one-- is going to be necessary. Here in the U.S., we're too much of a lawyer/regulatory country to make fast progress. But kudos to China and the other countries that are actually showing us the nuclear mWh. Here in the U.S., it's just PR until we see the nuclear mWh interconnected on the grid.

Aw thanks as always Shayle.