The bottleneck isn't in the production of natural gas — there's plenty of gas in the ground. The bottleneck is in the infrastructure to move it, process it, and export it. And that infrastructure takes years to permit, finance, and build.
Energy is upstream of everything and more importantly food the the fertilizer production coming out of that region. Um and it's planting season so it's a very bad timing for the world's agricultural supply chains.
7mo ago
Underscored — save the words that stop you in your tracks.
