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The Evolution of Coal
We're finally doing an episode on coal, which is a fascinating story both as a consequence of energy transition as well as de-globalization and energy security. So I'm excited to have this conversation. And I think it will surprise many, kind of the journey coal's had over the last couple of years. Some of the thesis we're going to outline today is that perhaps some of the next rank of hydrocarbon fuels are going to be affected by energy transition like oil for example. But let's start at the start, which is, can you just get us all on the same page about what we mean when we're talking coal?