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Energy Infrastructure Investing with Greg Reid

Excess Returns

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Energy Infrastructure Challenges and Transition to Renewables

The chapter delves into the critical role of energy infrastructure, discussing the impact of disruptions and the importance of storage in maintaining supply stability. It explores the Strategic Petroleum Reserve (SPR) and the reduction of reserves to manage commodity price impacts. The conversation touches on the challenges and skepticism surrounding the rapid adoption of renewable energy sources over traditional fuels, addressing issues like reliability, infrastructure, and cost implications.

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