Macro Insiders: Deep Dive from Julian – Roosting Chickens
November 28, 2022
It is not called the “energy complex” for nothing. Multitudinous products; regional disparity; fragmented logistics and infrastructure. With a heavy focus on Europe’s predicament, the chickens have all come home to roost this year. Long-term solutions are available, but the hiatus is now and will be with us for at least twenty-four months. Below a framework for future reference and some macro-observations in the fog of war
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