Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 2 – The Last Pump in Town
The HC Commodities Podcast
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NPV Models
Capital has very different NPV models to the, that's how they make their decisions. And I think a lot of those capital decisions are being made on 10 year horizons. That tells everybody, we're going to need less of this infrastructure at some point in the next 10 or 20 years. So maybe I just have less of it now, which is again very disruptive because right now we still need all of it. There's not overcapacity in our system from refining...
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