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Energy Stopped Being a Climate Bet. It's a Sovereignty Bet Now.
SUMMARY
- For most of the last decade, energy was sold to limited partners as a climate story.
- You backed it because emissions had to come down, and the returns were a hopeful second act.
- That framing carried the sector through CleanTech 1.0, through the boom, and through downturn that followed.
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- Energy Stopped Being a Climate Bet. It's a Sovereignty Bet Now.10 Jun 2026
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