Jul 22, 2023
North America holds enough oil and gas reserves to provide cheap, clean, and reliable energy to the rest of the globe for many decades – so why isn’t it? Energy analyst Arjun Murti breaks down the key factors at play: capital investors who are wary of uncertain regulatory environments, countries like China and India that won’t give up on coal, and a little-known group called the Glasgow Financial Alliance for Net Zero (which is actually implementing all the terrible ideas that groups like World Economic Forum only talk about). Arjun explains how America – through a new Marshall Plan of government and private sector initiatives – can overcome these roadblocks to become the leader in global energy.
Arjun Murti has spent over 30 years as a global energy markets analyst with firms like Goldman Sachs and JP Morgan. Read his Super-Spiked substack at https://arjunmurti.substack.com/ and follow him on Twitter at @ArjunNMurti