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Oil Markets MasterClass with Keith Kohl | Angel Research Podcast Ep 90
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Keith Kohl gives a MasterClass on Oil Markets and Investing in Oil Companies including the various ramifications on the market from potential Geopolitical Events. #oilandgas #energyinvestment #energystocks
Podcast Chapters:
00:30 can’t blame presidents for Oil Prices
02:00 Oil reap “The last time we spoke, we talked about why I’m bullish on oil… “
—geopolitical events moving oil
06:10 July 31st we saw a huge spike..
~07:00 why oil cratered
07:38 Today I wanted to talk about why it’s a good time to buy oil
08:30 Ukraine making incursions into Russia
13:45 current volatility - the Middle East
—biggest powder keg for the oil industry on earth, without a doubt.
19:00 we don’t want to see these wild swings
21:20 Backlash from OPEC
-opec committed to defend $80 oil
22:05 The 3rd geopolitical catalyst: venezuela
31:00 Weak EV Numbers
32:45 Election Coming — is Kamala going to win?
34:15 America First Energy Project
35:30 What is Harris’ energy platform?
39:19 Demand in transportation sector / hypothetical scenario where ICE vehicles disappear by 2030
48:00 US Oil supply growth is flat.
52:30 I like the Canadian oil sector: valuations are too attractive
—I don’t love massive discoveries.
53:09 2 main catalysts to move US Oil drillers
—54:20 Buffett’s only increase was occidental
—55:55 you have to do more with less
58:29 Final Words/Exit
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