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China’s Economic House Of Cards | Kyle Bass & Nick Glinsman
Forward Guidance
Is the Global Slowdown Enough to Destroy Demand?
I think wholeheartedly on global energy policy, it's crazy to put a third of your base load power relying on wind. When a cold front comes through, there's no wind and you have seven days of crazy temperatures. This could break people. It could break companies and it can ultimately break economies again, like COVID did. I don't think it's actually funny enough, it's not a problem necessarily of demand in terms of the prices, the problem of supply. What was used to trying to alleviate the supply issue and primarily the price issue, those gaps in deficit now have to be replenished. Where's the SPR left? I'm not just talking about the US, I
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