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Podcast: Digital Innovations in Oil and Gas with Geoffrey Cann
Episode: Four Supply and Demand Imbalances That Foreshadow Energy Risk
Description: Business risks and opportunities surface whenever supply and demand go wildly out of balance. Energy transition is creating supply and demand imbalances in many ways. For example, the supply of clean energy infrastructure is lagging demand because of slow permitting processes. Sellers gain because the price point for green energy will rise to meet the demand. Buyers risk being unable to purchase green energy after they have committed to do so, or paying a much higher price. In this solo narration podcast I describe four looming supply and demand imbalances, why they are happe...