The Winners and Losers of Energy Transition - The Green Line - Ep 5
The Red Line
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The War of Energy Transition
I continue to worry about Russia. Iran has had extraordinary problems managing energy demand in their own country. There's no clear signal that major minds in the country are looking at other things. So providing energy to the people has become such a part of the social contract in Iran and they're going to face domestic instability associated with energy.
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