it’s kind of insane to think about. investments in all that generating capacity, all that fuel infrastructure, all that global trade—suddenly worthless because it’s become obsolete. A geopolitical upending. A massive and sudden shift in investment. I think it’d be a huge political-economic reckoning

No idea how to predict timeline but the first few years would be fighting over the facts, the next decade would be fighting over the risks of the transition, and the next decade would be incumbents trying desperately to hold onto their incomes. My guess is like 20 years.