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Energy Addition, Not Transition — What It Really Means for Investors
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Energy Addition, Not Transition — What It Really Means for Investors
In the global energy landscape, the narrative of a swift “transition” away from fossil fuels to renewables has dominated headlines. However, a closer examination of demand trends, investment patterns, and infrastructure realities reveals a different story: we are in an era of energy addition. Renewables like wind and solar are expanding rapidly, but oil, natural gas (including liquefied natural gas or LNG), and other fossil fuels continue to gro…
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