清洁能源：从 LNG 到 OMG-全球能源 “替代方案” 力挽狂澜-Clean Energy_ From LNG to OMG — Will Global Energy ‘Alternatives‘ Save the Day_

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 USA | Clean Energy Equity Research From LNG to OMG — Will Global Energy 'Alternatives' Save the Day? Thursday's strike to critical LNG energy infrastructure in Qatar sent EU markets lower given perceived inflation risks. The real question is whether we will see reactionary fiscal stimulus in the EU/APAC to support incremental renewable builds as a destabilized energy supply-chain heightens desire for change. We view the US as somewhat isolated from elevated global oil/LNG prices ...