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May 5, 2022Liked by Rory Johnston

Great commentary. Very helpful for broader understanding of the mechanics involved. Thanks

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May 5, 2022Liked by Rory Johnston

Spot on analysis!

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"The other is the word “demand” in said lower expectation, which must be a mistake because it would be deeply unexpected if demand fell outright over the coming years." The magical thinking is zero carbon 2050.

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