I'm not saying that renewables will loose(IMO they will eventually win simply because this is the final nail in "commodities trade is not political", having sel

I'm not saying that renewables will loose(IMO they will eventually win simply because this is the final nail in "commodities trade is not political", having self sufficiency is and will continue to be a natsec question), but I predict a very bumpy ride price-wise. This is a tech board, but IMO this is probably the highest alpha trade for the next 5-10 years if you nail correctly.