Reliance on Fossil Fuels Will Last 10-15 Years: Citi's Morse

The video discusses the current commodity boom, driven by economic recovery post-pandemic, and the role of China in the commodities market. It highlights the low inventory levels in China and the loss of pricing power. The importance of oil in the commodity supercycle is analyzed, along with the challenges of transitioning to renewable energy. The potential of green hydrogen as a future energy source is also explored, focusing on cost structures and economies of scale.

How do the supply and demand dynamics for oil influence its pricing in the current market?

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What role do metals play in the future of power generation as discussed in the text?

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What challenges are associated with the transition to green hydrogen according to the interview?

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