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12 hours ago, SKEP said:
17 hours ago, Boat said:

VLCC terminals will become some of those stranded assets if a Dem ever wins the whitehouse. Like a no flare law for instance.

Let’s look at the new nat gas export infrastructure projects and projections. If the scale becomes big enough our now cheap nat gas would become equal to the world market. In that scenario renewables would become an unstoppable force and eventually replace the now nat gas advantage.

Possible headwinds for the FF industry in a variety of ways. 

We will use our own natural gas in North America plus whatever we can export. That means we will be using a cheaper, cleaner, and more abundant resource for centuries. 

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