"Stock-outs lead to panic orders … And that, of course, makes everything worse, in a kind of vicious cycle, self-reinforcing process.”

Dec 28, 2021

"People are not very good at keeping track of the supply line … The on-hand inventory plays an outsize role in conditioning their decisions.”

Dec 15, 2021

“You put carbon into the air right now, today. ... Maybe you'll remove it in decades to come, or a century from now. That's a terrible deal.”

Nov 18, 2021

“There is no plausible way to limit warming to 1.5 or even 2 (degrees) if coal is not phased out ... along with oil and gas …"

Nov 15, 2021