Energy is energy, it’s not stranded, it’s just unmonetized. As a miner, the largest risk to ALL new opportunities is government intervention. Kenya, Paraguay, etc… all of them own the earth, so stranded and stuff is just until they want a cut. It’s literally why my mining operations aren’t in Kenya because government intervention risk. They now require licenses for miners in Kenya. This is new once Kenya realised there was value. This will always be the case unless solar off grid. I know what you mean, just saying from my own experiences. No country that has some value in their earth or water will let it go unmonetized to the government. They just realise this once they get to a certain scale and the opportunity to clip the ticket is sufficient. Space, deep sea, or off grid solar is for sure in that ungovernable area, but all opportunities that operate on any gov’s land will be ticket clipped (this is the way it goes so far). Could be wrong and will get back to re read more of Dan’s stuff as I have been out of the loop for the past 6 or so kknths. Open minded here btw, not being argumentative and thank you for the dialogue