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Arvind Sanger - The Sustainable Energy Transition

The Business Brew

CHAPTER

The Supply Side of the Market

It seems like when you have these tight conditions, crazy things the upside can occur. And it also seems to me that the current free cash flow multiples imply that the crazy upside just did occur and we're going back to normal. I'm curious where, why there is a disconnect and how you managed through that what you watch to say okay this is going to continue versus it's time to cut this trade.

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