Morning Peter, Paul and Many (IEA, $VG)

Delighted to say that Peter McNally, great friend and very highly regarded energy investor/analyst, will be the guest on Happy Hour this week – I am a bit embarrassed not to have asked him sooner. Peter is Global Head of Sector Analysts at Third Bridge , a 1,500-strong investment research firm. In his role, Peter goes deep on key subjects, using expert external consultants. Peter lives in a world of thematically-driven ultra deep-dive research, perfect …

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