
Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 1
The HC Commodities Podcast
00:00
The Supply Chain Is Making It Efficient, Right?
In 2007, the oil majors are pretty glad they've got out of such a capital intensive business. There's lots of opportunity there for trading activity. The supply chain proved to be incredibly efficient at delivering ever greater volumes every year and lower cost. But as you think about the transition to EVs, the demand destruction that's potentially coming from that might proceed, your fundamental premise of the marketplace starts to look quite different.
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