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Well, that deteriorated quickly.  June was a terrible month for energy stocks.  While the S&P 500 was dismal at -8.4%, energy was worse with Diversified Energy dropping -17.4% (S&P 1500 Energy, S15ENRS). When parsing through the events of June, it is like watching a familiar scary movie.  We’ve seen it several times, we know the twists and turns and we know the flaws in the plot.  But it’s still scary…

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Increased awareness of the constraints and physical realities of our collective efforts to both expand and decarbonize the world’s energy systems is a prerequisite to creating the policy and investment climate necessary for success. The next step is to move beyond spreadsheets and soapboxes and start figuring out how to capitalize responsibly sourced raw materials, infrastructure projects, and energy solutions so that economic crises do not become humanitarian ones.

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