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Behind the Markets Podcast: Nathaniel Bullard & Christopher Gannatti

Behind the Markets Podcast

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The Challenges of Importing Fuels

Every economy, particularly those that import fuel, are acutely aware of the risks that come with doing that. We need to watch very closely to see where countries view themselves as competing and collaborating. China dominates a large swath of certainly the processing capacity for a lot of the key inputs for DP carbonization. For solar, for critical minerals that go into solar and go into electric vehicles, they're definitely vastly ahead of the rest of the world in volume terms.

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