Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 2 – The Last Pump in Town
The HC Commodities Podcast
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The Volatility in Switching Fuels to Power
There's lots of discussion in the market about how much power infrastructure we will need to fuel all of these BVs. We are sort of entering a different world where you've got these road-solved retailers that suddenly need to figure out where this power is going to come from. So I think there's an incredible learning curve on the side of the retailer or the charging provider, whoever they might be. You have to have a sufficient amount of density to make it worth it. But some of those investments get made and pay back.
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