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MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis
Macro Voices
Is There a Robust Oil Drilling Boom?
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We don't have a robust oil drilling boom taking place either, right? So, you know, it's not like we're getting all this bi product gas coming out of the perman in the way that we had in years past. And there's also some sources of natural gas that we could tap into. Ultimately, i do think that those sources of supply probably will come on line and help to meet yo strong demand. But eventually it'll end as well. It seems entirely pendent on the viability of an arbitrage between those markets.
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