Renewables, Natural Gas and Nukes with Adam Rozencwajg
The HC Commodities Podcast
00:00
Impact of Prices and Technology on Oil and Gas Production
The chapter explores the relationship between price fluctuations and drilling activity in oil and gas production, discussing how low prices lead to decreased drilling and production, while high prices encourage growth. It also delves into the role of geology in production and highlights the potential political risk of rising natural gas prices. Additionally, the chapter discusses the economics and relevance of nuclear power in China, the challenges faced by uranium companies, and the current state of small modular reactors.
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Transcript
