Al Gore 1.4 9 ideas

"The cheapest electricity in the history of the world is solar energy... The only things come down in price faster than solar is utility scale batteries doubling every single [year]." + "Correct answer is 93% [of new generation was renewable] because it is taking over the electricity generation industry." The economic superiority of solar and storage is driving a near-total capture of new capacity additions (93%). This creates a structural tailwind for solar manufacturers (FSLR, TAN) and the battery supply chain (LIT, TSLA), independent of subsidies, simply due to cost competitiveness. LONG solar and battery storage assets as they capture the vast majority of global energy capex. Protectionist tariffs increasing component costs; grid interconnection delays.

"The Stone Age didn't end because of a shortage of stones. It ended because something better came along. Something better has come along now to replace fossil fuels." The fossil fuel industry is entering a terminal decline phase similar to obsolete technologies. As renewables capture 93% of *new* demand, legacy energy providers face shrinking addressable markets and stranded asset risk. SHORT / AVOID traditional oil and gas majors as they lose market share to superior technology. Geopolitical shocks spiking oil prices; slow grid adaptation delaying the transition.

"Why are we ending the wind farms that are now being built off the coast of the United States? We're ending them because Trump is insane." While wind energy is economically efficient globally (second cheapest), the US offshore wind sector faces immediate, binary political risk. The administration is actively cancelling or blocking projects, making capital deployment in this specific sub-sector hazardous despite the macro trend. AVOID US-exposed wind developers until the regulatory environment stabilizes. Legal challenges overturning executive orders; state-level mandates overriding federal blocks.