This is not how things were supposed to go. When the world shut down for a pandemic two years ago and carbon emissions plummeted, environmentalists saw an opportunity to leap forward on climate goals by rallying around renewables and leaving oil and gas in the ground. But Russia's invasion of Ukraine brought a cold shot of reality to the Energy Transition timeline and raised an urgent new question with big implications for U.S. midstream markets: Just how much and how fast can U.S. natural gas free Europe from its reliance on Russian energy?
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