Surely you only need to look at Europe to see the rush to renewables creates supply issues & has increased demand for fossil fuels - I'd expect this to be the same for the US if they race blindly forward to renewables & don't plan the transition from fossil fuels.
If I'm correct, those within the fossil fuel industry should have a handle on future opportunities & I'd expect ATS to be one of them?
$100 Oil by year end?, page-105
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