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Why Energy Is the Most (Geo)Political Market, With Tony Greer

The Breakdown

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The Battle of Physics Versus Platitudes

The story of the last call it year plus has in a lot of ways just been idealism smashing against reality. A lot of it is, as we call it in our circle, in the commodity trader circle, we're witnessing the battle of physics versus platitudes. The higher prices are causing manufacturers to reassess their cost structure because natural gas is five times more expensive than it was two years ago.

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