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A thread for posting up any energy sector news and analysis, discussion optional
Starting with this chartbook on political sensitivity of oil prices, courtesy JohnKempReuters who is one of the better sector analysts imho...
I've been playing around with trying to work out a valuation for the Supercharger network, now and in the future.
When trying to compare it to a major oil company's retail fuel station network (I am comparing with Shell) an issue I have hit is what is the actual capacity utilisation of the...