Green stocks in the west will not be successful because of green politics in the West.

Green tech is a fledgling industry trying to challenge a dominant, well established one.

Any such industry needs basic government support, but at the very least, predictable government regulation.

Unfortunately not only have we not seen support, we’ve seen opposition from the government, and the stability has been laughable.

Meanwhile that’s exactly what the Chinese government is providing which means the entire industry (outside of a now small section of wind power in Europe, which preceded green tech becoming political football) is Chinese, so you and I and pretty much everyone outside China has been cut off from benefitting from it as an investment and can only benefit from it as consumers.

There is hope that the Europeans might finally get their act together here, but hoping the Europeans may get their act together in investment, industrial and financial policy has so far been a fool’s game. There’s little to no hope for America getting its act together for at least a few years in the green tech supply chain, although the actual green tech consumption seems to be growing even with the political headwinds.

Interestingly, oil investors experience this boom-and-bust cycle too: every time oil prices spike, a bunch of extra companies flood into the market to drill some wells or weld pipelines or build tankers or whatever. All the extra supply crashes the price and most of the new companies go bankrupt or get consolidated into the big energy firms. This slowly brings spare capacity back down, so the next time there's a disruption the cycle kicks off for its next round.

> thanks to China

We just have to be careful there. My fellow Europeans here will remember what resulted out of depending on an adversary for energy, in our case Russian NG. We don't want another energy crisis as the result of geopolitical tensions.

We shouldn't import foreign DRM, our critical infrastructure should not utilize foreign-hosted or proprietary IoT, and we should invest in local manufacturing utilizing automation.

This is exactly what I came to post. It's like Trump was designed in a lab to destroy the US :-(

It’s no coincidence that everything from energy sources to civil rights to military strategy to trade policy struggle to evolve from the same era the US became a super power, 1945-1955. Its downfall is its nostalgia for that period.

I wish I shared your optimism, but for fossil fuels to become irrelevant in ten years we’d need to ban the sale of ICE cars and fossil heating today. Not to mention industrial uses of fossil fuels.

I like to think optimistically that Trump is actually the God Emperor Leto II from Dune, the omniscient and visually hideous tyrant-messiah who is engineering the circumstances to “teach humanity a lesson they will remember in their bones”, and that all this is actually his meticulously planned Golden Path to help humanity grow wiser for the better upon his demise.