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EM Chat: Industry Deep Dive - Infrastructure
It's an Industry Deep Dive episode! And it begins with a bit of a debate between Bryce and Ren about the very definition of today's chat - Infrastructure - and just what qualifies?
To settle it, we looked to Macquarie, who say: “Infrastructure provides essential products or services which are necessary to support economic and social activity… Infrastructure typically has a strong strategic position (such as monopoly or duopoly). This is because significant capital is usually required to construct the assets, resulting in high barriers to entry for would-be competitors.“
It's always time for a…
The skinny
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