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10min chapter
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
Macro Voices
Navigating the Looming Energy Crisis in a Multipolar World
The chapter explores the current energy crisis situation, emphasizing the imbalance between supply and demand, with predictions pointing towards a significant crisis in the near future. It discusses regulatory obstacles impacting the delivery of natural gas, the bullish trend in oil contracts, and the potential impact of geopolitical conflicts on global energy markets. The conversation also touches on the vulnerabilities of various oil facilities worldwide, painting a picture of escalating tensions and defense complexities in a multipolar geopolitical landscape.
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