Some thoughts... In the past its all been about EVs and climate, but now its these things plus geopolitical- weening Europe from Russian gas and oil.
Ive been listening to this podcast https://redefining-energy.com (Gerald Reid of of the presenters was RN this morning)- its a very good listen. In the recent episode they focused on dealing with the Ukraine crisis and the idea of the "electrification" of Europe, Got off the podcast thinking that some seriously massive seismic shifts are happening in Europe as i write this...
I'm wondering what the Spod price will be after the a possible surge in demand for European battery storage. Feels like 2-3 streams of demand are turning on at the same time....
Banter and general comments, page-8817
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