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MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis
Macro Voices
Is Freeport Going to Come Back on Line?
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I think so long as freeport is down, that infestructure, bottle neck probably will persist at the l and g liquefaction side of f the supply chain. It was unclear how inventories would repair when freeport first came off line. And what's astonishing now is that they really, really haven't built at all. So either way doesn't make a huge difference to us. But whereas i would have thought originally, perhaps it had been pushed out to next year, i'm not so sure any more because we're not building that buffer back.
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