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The Energetic Problem with the Energy Transition with Adam Rozencwajg
The HC Commodities Podcast
The Importance of Energy Return on Investment
The backdrop to shale has been less and less investment, almost none in the capability for offshore. You can only look at offshore rig rates today to see that starting to play out. Whether you're talking about tapping into a coal seam or drilling an oil well or building a windmill or a solar panel, I think the key focus really has to be on the amount of energy that that energy source will produce relative to the time it takes to build it. And so where you draw the boundary becomes really important.
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