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Alexander Tancock

Jun 12, 2026

1:46
Mm-hmm.
1:47
And if you looked forward, you could envision a world where wind and solar was the cheapest way to create new energy.
1:54
Then if you take that idea to an extreme, you say to yourself, if wind and solar is the next oil and gas, how do you do it? And if you look at the resource sector, whether it's mining or oil and gas, it's always about scale and resource.
2:07
They win.
2:08
So if you could come up with the biggest projects with the best wind and the best sun, and in particular projects that are windy at night but sunny during the day, you end up with capacity factors of, like, 74% pure renewables.
2:23
And if you can do it in a place like Australia or Oman, which is a very good jurisdiction, you could end up with a really low-cost, high-volume product at a time in the future where we thought we would need those things.

9 MINS LATER

11:16
Is part of that exporting?
11:18
Yeah, absolutely.

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