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The Energetic Problem with the Energy Transition with Adam Rozencwajg
The HC Commodities Podcast
The Energy Transition: Where Is the Fundamental Shift?
I just get the sense that that's going to be the real story of this year and beyond. Many of these more sort of pie-in-the-sky projects, as Jeff Curry mentioned this on a previous episode, are going to suddenly be really challenged. I think only the beginning in terms of both capital costs and energy costs.
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