Oil Price Shock Ahead, Demand To Outpace Industry Forecasts: Josh Young

Опубликовано: 29 Декабрь 2023
на канале: Commodity Culture

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In the aftermath of a volatile year for oil prices, Josh Young breaks down the impending price shock being driven by unprecedented demand. Discover the pivotal role geopolitical tensions, supply and demand imbalances, and socioeconomic developments play in this unfolding chapter of the global energy market.

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00:00 Introduction
00:54 Year-in-Review of Energy in 2023
03:04 Catalysts for Oil & Gas in 2024
06:12 The IEA is Consistently Wrong
09:43 Could a Recession Kill Oil Demand?
17:03 How Could the Energy Thesis Fail?
23:03 Evaluating Oil & Gas Stocks
30:07 Energy and Geopolitics
37:04 Impact of Attacks in the Red Sea
44:55 Canadian Government Emissions Caps

#oilprice #oil #fossilfuels