There’s a couple worthy reads out this weekend..  The narrative that the electric car revolution will happen soon is not charting a positive path.

The head of OPEC gave a splash of cold water to this narrative..

https://www.realclearenergy.org/articles/2024/04/04/conflict_of_energy_forecasts_saudi_aramco_vs_international_energy_agency_1022803.html

also.. This story.. beats up on Musk’s Tesla..where the real story is probably more accurately EV fatigue.

 https://www.cnbc.com/2024/04/03/tesla-bear-says-elon-musks-ev-maker-will-go-bust-stock-worth-14.html  

Meanwhile Coal is at record consumption and the US has beau coup Natty Gas.

https://www.cnbc.com/2024/04/02/global-gas-glut-is-set-to-reach-multi-decade-highs-in-the-coming-years.html  

Are markets correctly positioned for this?