Global Market Analysis
Global Market Analysis If Policy Writes The Rules, Do Costs Still Matter? Key Findings Exhibit 1: Global oil, regional gas: market structure and policy drive
August 28, 2025
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Global Market Analysis If Policy Writes The Rules, Do Costs Still Matter? Key Findings Exhibit 1: Global oil, regional gas: market structure and policy drive
General Thoughts: We think crop production could struggle to keep pace with demand in coming periods, though not reflected in current prices, and farm decarbonization
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