#361 | Emmet Penney: Roadblocks to a Nuclear Renaissance, the Broken Energy Grid, and the Decarbonization Challenge
The Realignment
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The Risks of LNG in Europe
Germany and many European countries have reinvested in tons of LNG infrastructure, they've not actually replaced the volume of flows they were getting from Russia. And that means that they're going into this winter, which may or may not be mild. So it's sort of like you could buy cheaper, more guaranteed now, or you can wait to sort of buy on the more immediate spot market,. Which has higher prices when you desperately need it in the debt of winter.
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