The Morrissey Exchange
Morrissey Group advisors Ben Morrissey and Alex Henderson aim to present and exchange ideas on the relevant finance and investment news, and what it means for investors. Tune in fortnightly for the latest economic commentary and ideas.
The Morrissey Exchange
The Morrissey Exchange, Shaw and Partners: Yellowcake served with Texas Tea
Thank you for joining us for Season 4, Episode 2 of The Morrisey Exchange; Yellowcake served with Texas Tea.
In this Episode, Ben Morrissey discusses with Michael Clark, Energy Research Analyst at Shaw and Partners, the hottest topic in town; energy prices.
The price of fossil fuels are spiking aggressively and with a lack of global development approvals, there is little likelihood of supply meeting demand anytime soon.
The Ukraine invasion has exacerbated this move and now with International sanctions restricting the usage and supply of commodities from Russia steepening, the result has been like a powder keg to these prices.
Will it last? Is it time to sell? Will demand destruction develop? Can renewables finally emerge as the source of base load power?