u/xtnh

Consumers can achieve a ~13.7% tax-free return on investment by installing residential solar and heat pumps. As grid electricity rates and heating oil prices rise, the economic incentive for homeowners to adopt solar and battery storage becomes overwhelmingly positive, driving massive sector demand. Long the solar/clean energy sector as consumer adoption accelerates to escape inflation and high utility bills. Supply chain bottlenecks for solar panels/batteries, or a sudden drop in traditional energy prices reducing the financial incentive.

The author notes oil is currently $5 a gallon and asserts it is "probably never going to see $4 for a long time." Sustained geopolitical conflict ("after this war") and supply interruptions will keep fossil fuel prices structurally elevated. Long oil/energy as prices are expected to remain high and resist downward mean reversion. Geopolitical resolution, rapid global transition to renewables, or a severe recession destroying demand.