Haymaker Daily
On unparalleled electrification
Hello, Subscribers:
In yesterday’s Haymaker Webinar, featuring the renowned Louis-Vincent Gave, one of this newsletter’s closest friends and allies, Louis made the point that China now has a significant energy cost advantage versus the rest of the industrialized world. (We will share the recording with all subscribers next week.) This even includes the U.S., despite America’s miraculous oil-and-gas production spike over the last 15 years.
