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MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
Macro Voices
Exploring Investment in Natural Gas
Investing in natural gas is complex due to market dynamics like Contango, but the opening of export terminals is expected to drive international demand for American gas. This increased demand stems from the price discrepancy between the United States and other jurisdictions, presenting an opportunity for significant growth in the natural gas sector.
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