IPEF’s OPEC Moment
With the generational investments of the IIJA, the chips for America act, and the IRA, "Decarbonization commodities" will be scarce relative to demand, and dominated by only a few nations, including China.
With the generational investments of the IIJA, the chips for America act, and the IRA, "Decarbonization commodities" will be scarce relative to demand, and dominated by only a few nations, including China.
Energy price volatility, which may be with us for quite some time as we pursue decarbonization, is one of our nation’s greatest macroeconomic threats.