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Cake day: June 16th, 2023

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  • You have two wars directly affecting major hydrocarbon exporting countries and the strategic reserves of several countries are at a generational low. Shell is likely betting that oil is going to spike, which probably isn’t bad for electrification as a concept.

    We’ve also been seeing in adjacent industries that the skills to succeed in hydrocarbon related energy don’t exactly transfer well to non-hydrocarbon related energy. Shell may be bad at building out solar because solar works on different scales than they are used to.










  • Yeah. I had one teacher in an advanced math class say that you have to treat “gifted” students as a form of special education because traditional educational techniques don’t work on them. The reason why a lot of schools don’t do this is because a poorly performing “gifted” student will generally meet minimum education standards even if they are performing well below their potential.








  • I understand you’re talking through the process, which is what I’m asking about.

    I look at it as, if it gets to that point, there is a significant amount of risk that the right team will win and then there is a significant amount of risk that the right team will actually do what they are saying. It then gets into what other actions are out there which are viable and which other actions are easier to implement.

    I feel like people forget there was a lot of violence and bloodshed over civil rights and that was political action through non-violent means. There also becomes the issue where a political movement has to implement the policies they are supporting; policies requiring greater government involvement require better administrators than what is currently out there and there will be tradeoffs.

    And there will be conflict, but it is a lot easier to win a conflict with an army of voters than to try to muster an actual army.