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MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
Macro Voices
Global Energy Supply and Market Vulnerabilities
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Global energy supply is under significant threat due to ongoing drone attacks on key installations such as refineries in Russia and oil fields in Saudi Arabia, leading to a surge in oil prices. The world is facing a $3 trillion investment deficit in the energy and commodity sectors from 2010 to 2014 until today, while the global population has increased by almost a billion people from 2014 to 2024.
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