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Unusual Whales Pod #5: Oil Market, Energy Crisis, and European Doom

Unusual Whales

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Are We Facing an Energy Crisis?

Russia's oil and gas sector is a sector that you need to invest in for long periods of time. And it takes years to develop capacity. Right now, i can see the only countries expanding their capacitiesr are south arabia and north Africa. So under investment and upstream is something key that we need to highlight in this energy crisis. Josh: Are we facing an energy crisis? Absolutely yes. We'll need it in five years, and we will need it in a decade.

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