The Winners and Losers of Energy Transition - The Green Line - Ep 5
The Red Line
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The US Security Interests in the Mid-East Gulf
There are people who would argue that we're starting to see the US less interested in being the security guarantor for the region. I'm more agnostic on that argument than a lot of other people are, he says. Once peak demand hits and the Gulf producers get closer to the point where they are quote unquote the last men standing, I think that security relationship is going to enter a new phase. That depends on how our use of oil evolves alongside those events.
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