We're at the beginning of an energy crisis that will last many years, says John Defterios. We've dramatically underinvested in the oil and gas industry, he argues. That sets up for too much supply and a big bear market, defterios adds. And e s g pressures meant that when the market did finally tighten, when we did work off that over supply, normally capital would start to come back into the sector - but it hasn't so far.
MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc
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