Inflation, Ukraine, Russia & The Energy Transition

29/03/2022 51 min
Inflation, Ukraine, Russia & The Energy Transition

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Episode Synopsis

The oil and gas commodity price “war premium” is obvious. But with leaders in the EU and America pledging to “double down” on alternative energy to delink from oil/gas, they’re unintentionally setting in motion huge price pressure on mineral commodities that will drive inflation even higher. An exploration of technology and market realities. Source