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I'm trying to think of how to make money on this. It seems like both industries (storage and solar) are going to be highly competitive even if they're the futur
by 3pt14159 8y ago
I'm trying to think of how to make money on this. It seems like both industries (storage and solar) are going to be highly competitive even if they're the future. There's no natural monopoly. The most straightforward bet would be to short oil stocks or maybe petrol stations, since electrification will lead to their downfall as system effects work in reverse. Or maybe the key is to find industries with natural monopolies held back by electricity costs.
- XorNot 8y agoGrid service storage is different to generation though. It would make more sense to short anyone selling grid scale flywheels since that's the market they're going to eat.
- pstuart 8y agoPity. I was rooting for flywheels to have a place at the table.
- toomuchtodo 8y agoShort coal and natural gas generators, and their equipment manufacturers.
- njarboe 8y agoMaybe too late on this trend. A short on GE last year would have turned out well.
- toomuchtodo 8y agoThere’s still time to short energy firms who own coal and natural gas generation fleets.
- deleted 8y ago[deleted]