EP.238 Marion Calcine on Long-Term Investing in Volatile Markets
Energy Unplugged by Aurora
Navigating Energy Investments in Volatile Markets
This chapter explores strategies for managing long-term investments in the fluctuating energy market, focusing on gas supply challenges and the integration of renewable energy. It emphasizes the importance of securing reliable energy contracts, particularly for data centers, while also discussing the significance of battery storage and hydrogen investments. The conversation highlights the need for thorough due diligence and aligning business plans with energy supply capabilities to ensure sustainability amidst market volatility.
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