Interesting idea. Just one comment about Adani. I don’t know much about his potentially positive impact in India or elsewhere, but I do know about his connection to coal (in particular in Australia), which I would bet has overall a significantly negative impact. It’s unclear to me if anyone else would have counterfactually made a similarly huge investment in Australian coal industry at this point.
Interesting idea. Just one comment about Adani. I don’t know much about his potentially positive impact in India or elsewhere, but I do know about his connection to coal (in particular in Australia), which I would bet has overall a significantly negative impact. It’s unclear to me if anyone else would have counterfactually made a similarly huge investment in Australian coal industry at this point.
No thoughts on this on my side right now, but I appreciate your comment.