10 months ago

Highlights of the Podcast

00:00 – Intro
03:34 – Europe is buying record amounts of refined Russian fuels through India and paying a huge markup
07:04 – Data Insights Cost of a wind turbine has increased 38% in two years and the cost for critical minerals is up the average price
09:21 – Financing the energy transition – we need a plan to provide the lowest kWh along the path
13:30 – Market Rally Shakeout May Be Bullish Signal; JPMorgan Eyes First Republic After FDIC Takeover
17:45 – Market Updates
20:23 – Exxon and Chevron drop their earnings
25:05 – Outro

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