4min chapter

The Compound and Friends cover image

Worse Than Enron

The Compound and Friends

CHAPTER

Natural Gas Growth Opportunities in Emerging Markets

Natural gas prices have fallen back below where they were prior to the invasion of Ukraine in Europe. I would be careful about making a big natural gas, global natural gas growth story based on Europe. The real argument is like where it's going to come from and most people are underestimating our ability to drive costs lower.

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