Sector Watch: The Energy Security Pivot Accelerates

Sector Watch: The Energy Security Pivot Accelerates Authored by Boredom Baron via Substack, Four sectors demand specific attention this week, and the supply chain dynamics within each are more nuanced than the headlines suggest. Logistics and Transportation face existential cost pressure, but the picture is bifurcating exactly as I suggested it would. The Denmark story, with the government begging citizens to “please, please, please” avoid driving, tells you how directly the ...

By Tyler Durden