The HC Commodities Podcast cover image

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.

Play episode from 18:29
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app