With European gas prices running 50-70% above normal, Steven Ehrlich sits down with Sean Murray, Head of Special Projects and Crypto Lead at Fuse Energy, to map the cascade: why gas, not oil, drives what consumers pay for electricity; how the Strait of Hormuz closure and the attack on Qatar's LNG processing facility are rippling through fertilizers, jet fuel, and copper markets; and why Sean argues the long-term supply disruption is being badly underpriced by markets worldwide. Multi-billion dollar facilities don't come back in months.
This clip is from a longer conversation on energy markets, DePIN, and Fuse Energy's token launch on Solana. Full episode here: https://youtu.be/RMXJsFT15UA
We go live every Monday at 4:30 PM ET — subscribe to catch it live.
