“Energy prices will keep rising until you get a production response, at which point it will tend to be an over-reaction, or you will start seeing demand destruction, or a response from policymakers — or you could get all three. This is creating the conditions for the subsequent cyclical downturn. Whether it’s in 2023 or 2024 is an open question.”

That’s a key quote from John Kemp, senior commodities and energy analyst at Thomson Reuters, speaking on the Energy Flux podcast on Monday evening.

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Until next time,

Seb

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How long will this energy crunch last?