6min chapter

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Marko Papic on What Markets Got Wrong About Russia's Invasion of Ukraine

Odd Lots

CHAPTER

The Short Term Spike in Natural Gas Prices in Europe

Gas prices in europe are insane. And we know that supplies have been diminished, right i believe between the pipe line has been curtailed. The short term spike in natural gas prices is currently being extrapolated by a lot of investors into other assets such as uro. I mean, basically d industrialization is being priced in as investors extrapolate current natural gas prices into the future. But why is this important? It's really important. Because if you're an investor right now betting on the industrialization of europe, don't you realize what's going to happen over next couple of years? We're going to get the brent price of natural gas which will be l and g

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