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Manage episode 451527108 series 3459116
Контент предоставлен Oil Ground Up. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Oil Ground Up или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Tony Greer and Josh Young of Bison Interests discuss the current state of the oil market, focusing on the downtrend in crude oil prices and the impact of geopolitical events. They analyze OPEC's strategies and the implications of political changes on energy policy, particularly with the potential return of the Trump administration.
The discussion also covers the future of oil services and the refining sector, highlighting the challenges and opportunities within these industries.
In this conversation, Josh and Tony delve into the complexities of oil valuation, geopolitical risks affecting supply, and the dynamics of small cap E&Ps. They discuss the bullish outlook for natural gas, the potential for price spikes in oil, and the overall market sentiment. The conversation highlights the mispricing of oil, the impact of geopolitical events, and the opportunities within the energy sector, particularly in natural gas and small cap EMPs.
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Manage episode 451527108 series 3459116
Контент предоставлен Oil Ground Up. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Oil Ground Up или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Tony Greer and Josh Young of Bison Interests discuss the current state of the oil market, focusing on the downtrend in crude oil prices and the impact of geopolitical events. They analyze OPEC's strategies and the implications of political changes on energy policy, particularly with the potential return of the Trump administration.
The discussion also covers the future of oil services and the refining sector, highlighting the challenges and opportunities within these industries.
In this conversation, Josh and Tony delve into the complexities of oil valuation, geopolitical risks affecting supply, and the dynamics of small cap E&Ps. They discuss the bullish outlook for natural gas, the potential for price spikes in oil, and the overall market sentiment. The conversation highlights the mispricing of oil, the impact of geopolitical events, and the opportunities within the energy sector, particularly in natural gas and small cap EMPs.
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Похожие на Oil Ground Up
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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