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35min chapter
MacroVoices #456 Jeff Currie: Repricing of Macro Markets
Macro Voices
The Rise of Natural Gas in Energy Markets
This chapter explores the increasing importance of natural gas as a low-cost fuel, particularly in the context of hybrid vehicles and changing energy policies. It highlights the comparative dynamics of natural gas pricing in the U.S. and Europe, alongside the challenges of investing in a volatile landscape. Additionally, the chapter discusses the role of nuclear energy and the significance of understanding supply-demand fundamentals in shaping future energy strategies.
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