Steno Signal #18 – The winners and losers of energy nationalism in Europe
If electricity becomes a scarce commodity, it is important to note who’s on top of the situation and who’s not. Here is the answer and how it plays into my portfolio thoughts.
![18](https://stenoresearch.com/wp-content/uploads/2022/12/18.png)
If electricity becomes a scarce commodity, it is important to note who’s on top of the situation and who’s not. Here is the answer and how it plays into my portfolio thoughts.
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