Commodities Focus cover image

Goldman’s Currie sees supply constraints extending oil price boom

Commodities Focus

00:00

Decarbonization and Energy Security

Energy security has become a much bigger topic again, and is colliding with energy sustain ability. Does energy security mean a bigger rush back to fossil fuels? Or does it mean a bigger push to renewables? These questions cannot be separated. And the problem is, i don't care if its europe us, r or asia, there is no well defined energy policy in how you deal with any of these questions. The only group that can actually correctly price this are the governments, not investors.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app