|Thanks for the post, it will require more time than whats available today to analyze it. |
Today though its important that investors know that discreet categories of forward and future demand will bot be always clear in the present.
Therefore, its important to understand the ebb and flow of information dissemination which allow us to arrive at holism.
For the short term (3 to 5 years) give the energy matrix its due, but more importantly, find for yourselves those information sets about 10 to 20 year trends, will not take shape unless and until the ramifications of AI and the IOT (internet of things) has enough data collection and strength of analysis to set the right course.
Pay particular attention now to the infrastructure for information systems, included, but not limited to AI in order to neutralize the historical truth; " that it is Always, the missing information, that bites."