I have definitely already thought about this and believe it's a positive overall.
The best time to invest is when the businesses are crushed and need to readjust margins, and no new capital can enter because it is unprofitable (very low ROIC, ROE, compared to incumbents who have already invested).
I have a degree in electrical engineering and have reviewed the electricity markets and wholesale prices etc and other factors causing these changes.
I like the cyclical lows.
Good luck to you too. Not trying to be an asshole or anything, I just like a good argument and time will tell who was right I guess!
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