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10min chapter
Oracle Earnings, EU China Tariffs
Bloomberg Intelligence
Next Air Energy's CEO on Company Structure and Growth Opportunities
An interview with Next Air Energy's President and CEO, John Ketchum, discussing the company's varied energy capabilities including nuclear, gas, wind, solar, and battery storage, with a focus on Florida's natural gas generation. They talk about the company's advisory role in helping customers with cost-effective energy solutions, along with their projections for future growth opportunities driven by demands from industries like data centers. The chapter also delves into the impact of metal demand in the energy transition, particularly for metals like lithium and copper, emphasizing concerns about supply chain challenges in politically and socially sensitive regions.
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