great overview of impact of the Hormuz closure on LNG from @ira_joseph. to the extent substitution can happen in the power sector, it looks like it will be coal picking up the slack (along with higher prices and demand destruction) energypolicy.columbia.edu/us-i...…

From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments
Share
Relevant content





