I am sorry to say this because he is a very smart man and obviously managed his prior job very well. But he needs help evaluating the business impact of his decisions. He is not doing a good job on that.
You can't start and stop industries on technical whim. You can't send conflicted messages to an industry, promising to back it up then withdrawing backing because you decide this or that project needs to be improved. I don't doubt that he has good science reasons to suggest the centrifuge project or hydrogen cell technology faces hurdles ahead -- but you just can't stop things on its tracks and then restart it later on. If the DOE thinks the centrifuge technology is promising then they have to work with it not punt for the time being...
I am bit disappointed that he is not doing a better job. I thought he would, frankly.
Having Nobel Prize does not exonerate him from making sound business decisions given his current job. He needs help.
Now I realize that this is just a on the one hand--on the other hand kind of analysis but it is inane and misleading.
There is no indication WHATEVER that oil use has or will EVER peak unless some OTHER energy form takes its place. What is this guy talking about, oil demand peaking?! Does this guy really think that conservation can stop the use of oil from growing?!