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9min chapter
TIP631: The Bullish Energy Cycle w/ Arvind Sanger
We Study Billionaires - The Investor’s Podcast Network
Evolution and Transition in Energy Markets
Exploring the historical context and cyclical nature of energy markets, focusing on the impact of China, shale oil, and the current energy transition. The chapter analyzes supply and demand dynamics, highlighting how shale oil has influenced shorter energy cycles and the unique challenges in the current market characterized by energy transition and limited new oil investments.
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Discover
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