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11min chapter
SCOTUS Abortion Ruling, Walgreens and Micron Earnings
Bloomberg Intelligence
Trends in Energy and Commodity Markets
The chapter explores the current wave of mergers and acquisitions in commodity markets, driven by the beginning of a new commodity price super cycle due to the energy transition. Discussions include the increasing demand for battery metals and hydrocarbons, challenges in transitioning energy sources, interest in energy space among companies, potential shift towards small modular nuclear reactors, challenges related to uranium availability, and collaboration between oil, gas, and mining companies. Insights on declining stock value and challenges faced by Walgreens Boots are also provided, emphasizing issues with reimbursement and growth strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode