Today I had the pleasure of speaking with Michael Wiggins, back again for round 2 of our energy discussion. Michael went in-depth into explaining the three driving forces behind the higher price of energy thesis; Deglobalization, Digitalization and Decarbonization. We talked about the outlook for natural gas, nuclear energy and many other commodities.
As always, it was a real pleasure to have Michael on the show. Don't forget to check out his work.
Follow Michael:
https://seekingalpha.com/author/michael-wiggins-de-oliveirahttps://twitter.com/MichaelWigginsO
Follow me:
https://jamesfoord.substack.com/https://seekingalpha.com/author/james-foordhttps://twitter.com/JamesCFoord
