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Indiana | My understanding is current administration has at least 45 oil and gas execs. May increase the chances for a fossil fuel build out and that may be what the market is saying. I read two articles one from Micheal burry and one from Elon that stated the US won’t be able to meet AI demand currently and we need more energy to keep up w China which generates 2.5x what the US does. This is probably viewed as a security risk also. | |
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Plains all American pipeline
