energy supply bottlenecks

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 10, 2022 by James Aitken · across every show →

Everything said about energy supply bottlenecks, oldest first

Mar 10, 2022 bearish
Prediction Not checkable as stated
Energy bottlenecks will persist without political cover for hydrocarbon capex
“Unless oil and gas companies are given unambiguous political cover to expand CapEx once more in the naughty stuff, the non-renewables, then I'm afraid it's difficult to imagine a rapid solution To the energy supply bottlenecks that we're all seeing right now, …”
James Aitken Mar 10, 2022 ▶ 23:00 James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
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