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24min chapter
MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
Macro Voices
Evolution of US Natural Gas Market and Investment Strategies
This chapter explores the evolution of the US natural gas market, discussing factors like market dynamics, pricing levels, and future growth potential. The interview delves into the challenges and opportunities in the energy sector, particularly focusing on investment strategies and the preference for natural gas production equities over the commodity itself. Additionally, the potential impact of US shale production on global energy markets and investment opportunities in high-quality energy companies are highlighted.
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