My thoughts on the 2030/2035 discussion To be honest for now this discussion doesn't matter to me and it is just noise.
While some of us will be lucky to reach these years..it seems we still have many years to go with an energy supply crisis.
2030, 2035 etc unfortunately it won't help in the short, mid or long term and I say 8 years is long-term x2 depending on your age.
For now we enjoy the ride, let the big guys determine what is over/undervalued as they adjust their ratios/allocations and let the algos take all these companies where they will.
One thought I do have is that if globalization created efficient economies of scale, reversing globalization (or so it seems) will create greater inefficiency...which always increases energy consumption.
Hope everyone enjoyed the weekend