
The HC Commodities Podcast Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 2 – The Last Pump in Town
Jan 25, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
Fuel Retail - The Story of the Last Episode
02:10 • 4min
The Future of EVs
06:15 • 3min
NPV Models
09:33 • 3min
Energy Transition Assets
12:34 • 3min
Is Europe Going to Have a Much More Challenged 10 Years?
15:40 • 4min
EVs
20:06 • 4min
The Value of Reliable, High Reliability, High Speed Chargers
24:15 • 2min
Is There a Value Proposition for Branded Network Effects?
26:18 • 3min
Is There a Rationalization of Locations?
29:10 • 5min
The Volatility in Switching Fuels to Power
34:13 • 4min
Is There a Demand Puzzle to Be Solved?
38:17 • 4min
Is There a Position for Hydrogen?
42:06 • 3min
Is There a Future for Hydrogen in a Car?
45:27 • 3min
