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11min chapter
MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
Macro Voices
Rethinking US Oil Production Data and the Future of Energy
The chapter explores the significant discrepancies in US oil production data and how revisions have altered the perceived growth trajectory. It also delves into the role of AI, data centers, and nuclear power in shaping a cleaner and more efficient energy future.
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