Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 5min
Is There a Compliance Between the Back and the Chemistry?
04:31 • 4min
How Long Does It Take to Build a Refiner?
08:01 • 2min
Oil Field Services
09:39 • 5min
Is Russia Stopping Ukraine Really Bearish for the Space Complex?
14:35 • 3min
Fertilized Prices Have Cracked the Wrong Way?
17:40 • 2min
Are You Going to Replace Diesel?
19:21 • 6min
What Are Your Thoughts on Staflation?
24:52 • 5min
Services Are Stuck on the Inflation Side
29:54 • 4min
Is It a Credit Event?
33:45 • 3min
LNG
36:48 • 3min
Food Inflation - I Can No Longer Replace?
39:32 • 5min
What's the Buyer of Last Resort?
44:19 • 4min
How You Dish - Social Media With a Secret Sauce
48:13 • 2min


