The Compound and Friends cover image

Worse Than Enron

The Compound and Friends

00:00

Is That a Cold War Stock?

The United States now gets 12% of its electricity from wind and solar. That means natural gas and coal that we used to use to make electricity is freed up for export. Europe doesn't have the terminals to take a lot of it in, so they're building more LNG terminals. "If this thing with Russia becomes another Cold War, then that becomes something that we're going to need to do a lot more of"

Play episode from 01:10:12
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app