In this episode, host Naj Srinivas speaks with Ori Powers of Fisher Investments’ Capital Markets Research Team about the energy sector’s links to major issues like the Russia-Ukraine conflict and the ongoing inflation situation. They discuss how the price of oil influences the sector and the supply and demand drivers that are currently at work. They investigate the differences between Russia’s influence on energy markets and its importance to the global economy. They also explore how energy factors contribute to recently elevated inflation….(read more)
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How about the war on fossil fuels in our political environment? Oil prices are very much impacted by the Futures market and current regime is negatively impacting the future of US oil/LNG prospects.
Sounds like energy inflation due to continued supply impacts are going to get worse before it gets better.
25:20 finally some CapEx statement. You have some numbers, some link?
thank you for making this podcast