Thanks for posting the presentation as it's excellent.
I appreciate the guts it took to post it on an oil based thread and am just glad you picked one from my watch list.
I doubt hydrocarbons or utilities are out for the count, as solar/batteries is unlikely to be able to takeover, at least in the 10 year frame.
However the threats to vehicle ownership/use as we know it are much more clear.
Lots of opportunities for those that can keep an open mind and adjust portfolios accordingly as the future unfolds.
Need to be a few jumps ahead though.
Even if oil or LNG are KO'ed long term, there will still be a few profitable spikes in the short term.
On the bright side, I no longer need to wonder about the eyesore of having my kids parking all their cars on my verge when they're at uni in 10 years time.
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Thanks for posting the presentation as it's excellent. I...
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