4min chapter

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What So Many People Get Wrong About The Energy Transition

Odd Lots

CHAPTER

Energy Transitions - Local E S Versus Global E S G

Energy transitions, or transitions away from commodities, never seem to be linear. There is an assumption that as people start moving away a commodity, the price will go down. But demand is only one half of the supply demand equation. And so if you have capacity cut, at the same time, the prices can actually go up.

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