Podcasts about energy outlook

Happy New Year! We are kicking off 2026 on The Futures Rundown by giving the "Big Adios" to the wild, untamed year that was 2025. Mark Longo and Dan Gramza of Gramza Capital Management reunite to break down the final ledger of a year that was anything but boring in the pits. From the absolute explosion in Silver (+140%) and Platinum to the brutal sell-off in Orange Juice and Rough Rice, we count down the Top 10 movers of the year. We also dive into the recent geopolitical shifts in Venezuela and why the crude oil market isn't reacting the way many expected. In this episode, we explore: The Precious Metals Clean Sweep: Why Silver was the late-bloomer that ended the year up a staggering 140%. The 2025 Leaderboard: Deep dives into the winners like Lithium, Copper, and the surprising strength of the Brazilian Real. The "Big Adios" Losers: Breaking down the 50% drop in OJ and the continued struggles for the Widowmaker (Natural Gas). Energy Outlook 2026: Dan Gramza explains the infrastructure and political hurdles facing Venezuela's oil production and what it means for WTI and Brent prices. The Crypto Futures Flip: Analyzing the volatile year for Bitcoin and Ether futures and why spot vs. futures performance varied so widely. Resources Mentioned in this Episode: Dan Gramza's Daily Videos: DanGramza.com Join the Pro Community: TheOptionsInsider.com/Pro Episode Sponsor: Tastytrade.com/podcasts

This is an early preview to the back half of this weekend's show.  In this energy-focused interview, we are joined by Josef Schachter, Founder and Editor of the Schachter Energy Report and author of the Eye On Energy report (now on Substack). Josef breaks down a volatile 2025 for oil and natural gas and lays out why 2026 could mark a major inflection point - especially for disciplined stock pickers. With oil prices ending 2025 near cycle lows but select energy equities quietly delivering outsized gains, this conversation digs into what really mattered last year and where the best opportunities may lie in the year ahead.   Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/   ---------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Japan has a “free hand” to take bold action against currency moves that are not in line with fundamentals, Finance Minister Satsuki Katayama said, in her strongest warning yet to speculators following the yen’s weakening even after a rise in interest rates. “The moves were clearly not in line with fundamentals but rather speculative,” Katayama said in an interview with Bloomberg on Monday, referring to a sharp weakening of the yen on Friday. “Against such movements, we have made clear that we will take bold action, as stated in the Japan–US finance ministers’ joint statement,” she said. We heard from Keio University Professor Sayuri Shirai. She spoke to Bloomberg’s Annabelle Droulers and Avril Hong on the Asia Trade. Plus - Bank of America Corp. Chief Executive Officer Brian Moynihan said that artificial intelligence is starting to have a bigger impact on the US economy. For more on the AI trade and what’s ahead for the energy sector for 2026, we spoke to Peter Gardett, CEO of Noreva. See omnystudio.com/listener for privacy information.

The Importance of Policy Development and a Winter Energy Outlook by Ohio Farm Bureau Podcast

Today we were delighted to welcome Dr. Anas Alhajji, Managing Partner of Energy Outlook Advisors and Author of the Energy Outlook Advisors Substack (linked here). Dr. Alhajji is a leading expert on global energy markets. He advises governments, companies, financial institutions, and investors on oil and gas outlooks, energy geopolitics, energy security, and the impact of disruptive technologies on supply and demand. Anas previously served as Chief Economist at NGP Energy Capital Management and taught economics at the University of Oklahoma, the Colorado School of Mines, and Ohio Northern University. He holds an M.A. and Ph.D. in Economics, with a specialization in energy economics and policy. We were thrilled to hear his insights on the oil markets and beyond. In our conversation, Anas explains why mainstream oil-market commentary often falls short, how OPEC's role is to match supply and demand, and shares on-the-ground sentiment from ADIPEC including a focus on AI and “energy addition, not transition,” with OPEC's outlook seeing demand rising toward ~123 mmb/d. We discuss structural demand drivers including urbanization, immigration, rising incomes, and AI/data centers plus autonomous vehicles and the equity valuation puzzle amid inventories and spare capacity. Anas details the “oil on the water” debate including why recent headline numbers were overstated and how different factors from Iranian tankers suddenly broadcasting their transponders, Saudi barrels routed to Egypt but for Saudi-owned storage, Brazilian cargoes diverted to China, slower ship speeds, and others all swell oil-at-sea without adding supply. We explore how Aramco and ADNOC are evolving into global energy companies, why Saudi is leaning on renewables and nuclear to free oil for export, what to make of Saudi rigs and capacity, and why demand analysis should prioritize growth rates over absolute levels given definitional differences and the IEA's repeated upward revisions. Anas argues the IEA has persistently underestimated demand (including major multi-year revisions), contrasts IEA growth figures with stronger observed U.S. demand, and notes record U.S. crude without shale growth. We also touch on SPR strategy, why Anas believes the large 2022 release worked, his critique of “circular information” among agencies, banks, and media plus conformity shaping bearish narratives, the limited efficacy of current sanctions regimes, and much more. It was a wide-ranging discussion and we're grateful to Anas for sharing his expertise with us. To start the show, Mike Bradley noted that the U.S. Government shutdown has reached Day 35, tying the previous record set during President Trump's first term. In oil markets, WTI continues to hover around $60/bbl and is still being impacted by 2026 global oil supply concerns. OPEC+ agreed to raise December oil production by 137kbpd (consensus) but will pause oil production increments in January, February, and March. On the broader equity market front, the S&P 500 is down ~1% this week and looks to be losing some trading momentum after a huge recent run. Many of the Big6 AI/Tech stocks reported Q3 results last week, which were generally solid with AI capex spending budgets heading higher as expected. Over the last week or so, these same AI/Tech stocks were down 3-5% (on average) due to both growing valuation concerns and sustainability of this AI rally. These Big Tech stocks make up >35% of the S&P 500 market-cap, and if they sneeze, markets could catch a cold. Aramco reported quarterly results this week and struck a pretty constructive tone with one of its key highlights this quarter being an increase in their natural gas production capacity growth target (by 2030) to 80% up from 60%. On the E&P equity front, gassy E&Ps have been pretty constructive but aren't leaning into gas growth just yet, while oily E&Ps are taking a more cau

BP recently published their 2025 Energy Outlook. When big oil producers make projections about consumption it becomes a political document. Climate extremists are quick to accuse companies of opposing the energy transition and consigning the world to ruinous warming. Yet capital commitments need to be based on rational expectations, not aspirational ones. Earlier this year […]

Dryden Pence discusses the energy landscape ahead of the 4th of July holiday weekend. With tensions in the Middle East easing and OPEC's spare capacity at 5 million barrels a day, Pence believes the risk premium on crude oil has been largely priced in. While he expects a short-term demand spike due to increased travel, Pence doesn't see any major supply disruptions on the horizon. From a sector standpoint, he favors integrated energy companies like ExxonMobil (XOM) and Chevron (CVX), citing their diversified business models, strong downstream margins, and attractive dividend yields.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Another day of tariff headlines: President Trump vowing to double duties on steel and aluminum imports starting as soon as this week… Sara Eisen and Carl Quintanilla broke down the latest out of Washington – including news crossing that Trump is likely to speak with China's President Xi about trade this week. Evercore's Julian Emanuel warning: brace for volatility either way, breaking down what all the headlines mean for broader markets. Plus: gas prices popping higher on new OPEC+ headlines – Paul Sankey joined the team at Post 9 with his predictions on the road ahead.  Also in focus: a number of reads from the frontline – be it pharma or hospitality – as the CEO of Bristol Myers Squibb joins the broadcast from the world's largest cancer conference (ASCO) to talk their new drug partnership with BioNTech… while the CEO of Hilton discussed what he's seeing when it comes to international demand - and whether trade tensions are a real headwind here.  Squawk on the Street Disclaimer

Policy and tech are upending global norms and affecting pretty much everything. The outlook for the energy industry could be especially chaotic. In this episode, Tomi Dania, regional director – Americas for KBR Advisory Consulting, shares his thoughts on the big challenges and disruptions — like tariffs, executive orders, artificial intelligence and more — that are driving the U.S. energy outlook and how they could affect the global energy transition.

What is the outlook for the U.S. Energy Sector under President Donald Trump's second term in office? We welcome back Ed Hild, principal in Buchanan Ingersoll & Rooney's government relations practice to give us a download on what to expect. Ed is a former Chief of Staff for Senator Lisa Murkowski of Alaska and has deep connections with powerful voices in Washington, D.C.During this episode of Alternative Power Plays, hosts Alan Seltzer and John Povilaitis speak to Ed as he shares his insights on the President's cabinet selections, the future of renewable energy under a Republican-controlled federal government, potential permitting reform, and more. To learn more about Ed Hild, visit: https://www.bipc.com/edward-hildTo learn more about Alan Seltzer, visit: https://www.bipc.com/alan-seltzer⁠   To learn more about John Povilaitis, visit: ⁠https://www.bipc.com/john-povilaitis

Matt Badiali, Editor of The New Energy Investor published under Mangrove Investor, joins us to discuss how the DeepSeek news impacts the energy outlook, including clean energy initiatives.    The conversation delves into the market's reaction to news from DeepSeek, a Chinese AI app, and assesses the implications for long-term energy demand despite short-term investor reactions. We explore the transition from coal to natural gas and renewable energy sources amidst policy shifts, emphasizing the critical role of nuclear power in meeting future energy needs.    The episode underscores the persistent global demand for electricity and evaluates how policy changes, such as those implemented by Trump's administration on wind and solar, might influence the energy landscape. Concluding with insights into the energy market's trajectory, the discussion also highlights the potential for natural gas and nuclear energy to address rising power demands.   Click here to visit the Mangrove Investor website to follow along with what Matt is writing.

Tucker Perkins looks at what could break crude oil prices out of their current range. “Not many people are talking about it higher than $80,” he says. He thinks “dirtier fuels” like crude will continue to fall out of favor, while domestic natural gas and clean energy will rise, though he says tariffs would have a huge impact on solar companies. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode, Lyn Alden joins the show to discuss the economic tensions from fiscal dominance, the major factors driving liquidity, and what to expect under the Trump presidency. We also delve into the dollar wrecking ball, the outlook for Bitcoin, and much more. Enjoy! — Follow Lyn Alden: https://x.com/LynAldenContact Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world's crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we'll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (00:31) Global Macro Outlook (02:31) Liquidity Conditions (08:44) Shifting Treasury Issuance (12:04) Ads (Ledger, Mantra) (13:11) Tensions Under Fiscal Dominance (18:32) Trump Fiscal Outlook (22:44) Cutting Rates To Zero (27:38) Energy Outlook (32:04) Ads (Ledger, Mantra) (33:36) Interview Continues (35:45) Trump Vs Reagan Approach (37:41) Dollar Wrecking Ball (42:45) Currency Negotiations (45:39) Bitcoin Big Picture (50:00) Gold Outlook (52:18) Bitcoin Outlook (54:31) Learn More About Lyn's Work — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

As farmers plan for the upcoming growing season, many are facing hardships and financial strain caused by the recent drought. In an effort to lessen the burdens caused by these conditions, the Ohio Treasurer's office will be offering some much-needed assistance for counties most affected by the drought. Find out more on this Ohio Farm Bureau Podcast. Plus, energy is a major driver of agricultural outputs. What is the outlook for energy prices for 2025. Get some insights from Ohio State's Dr. Brent Sohngen.

Rising electricity demand. Heightened geopolitical tension. Fragility in energy markets. These are some of the big stories shaping the energy transition outlined in the International Energy Agency's newest World Energy Outlook.  Even as the IEA says the world is shifting from the "Age of Oil" to the "Age of Electricity," we are still far from achieving net-zero targets. And the tensions highlighted in the latest Energy Outlook illustrate how difficult the transition will be.    This week, host Jason Bordoff talks with Tim Gould about the 2024 World Energy Outlook, published in October. They discuss the significant progress countries have made on the energy transition, and the structural shifts in economies and energy use that lie ahead.  Tim is the International Energy Agency's chief energy economist. As part of his role, he co-leads the World Energy Outlook. Tim joined the IEA in 2008 as a specialist on Russian and Caspian energy. Prior to joining the IEA, he worked on European and Eurasian energy issues in Brussels.

In publishing the 2024 edition of its Energy Outlook, bp aims to contribute to the wider debate about the factors shaping the global energy system. The two main scenarios this year are Current Trajectory and Net Zero. What are the key trends driving the transition? How might the energy system evolve? I'm delighted to be joined by Spencer Dale, bp's Chief Economist, to discuss these questions. bp Energy Outlook 2024: https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/energy-economics/energy-outlook/bp-energy-outlook-2024.pdf

So long summer!  Peter and Jackie are back in the studio and are discussing the energy news from the past few months. They kick off the podcast by discussing political developments in the United States and Canada. Then, they examine the drop in clean energy stocks over the summer and the weaker market sentiment, including the rapid decline in BC's low carbon fuel standard (LCFS) credit price. Lastly, they discuss the low prices for natural gas in Alberta, which averaged only $C 0.60/GJ in August. Content referenced on this podcast:  McKinsey and Company “The Energy Transition: Where are we, really” (August 27, 2024) Canary Media “US Clean Energy Investment is Soaring Thanks to Climate Law” (August 16 2024) and Clean Investment Monitor: Q2 Update  BC Low Carbon Fuel Standard (LCFS) price history, scroll to the Credit Market Data Section to download. ExxonMobil Global Outlook: Our view to 2050 (August 2024) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/  Check us out on social media: X (Twitter): @arcenergyinst LinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas Podcast Apple Podcasts  Amazon Music Spotify 

On this episode of the Powered podcast, we are joined by David Cabrales and John Sepehri, members of Foley's Government Solutions Practice from our Austin, Texas office. David and John have been tracking the Texas state legislature's preliminary work on energy issues at the onset of committee hearings and other state policy activity ahead of the Texas legislative session. We'll get into topics that are top-of-mind for state lawmakers and policy proposals we could see gain momentum. On the Powered podcast, Foley's Renewable Energy Team will bring you the key issues of the day in the renewable energy sector and energy transition market, the people making projects and deals move forward, and put it all into perspective so you're ready to tackle tomorrow. Please subscribe to be notified of future episodes from Powered by Foley and related content from the Energy Current.

April 2, 2024 – Oil and commodities have climbed by double digits so far this year when looking at the widely-followed commodity CRB index and are now outperforming tech stocks. FS Insider is joined by Alpine Macro Chief US Strategist...

Wars, strikes and low water levels are just some of the issues hampering trade for agricultural commodities. What have the impacts been and how long will they last? Ohio State's Dr. Ian Sheldon talks trade on this Ohio Farm Bureau Podcast. Plus OSU's Dr. Brent Sohngen gives his 2024 Energy Outlook.

Meet Barbara Barco! An intuitive body, mind & energy coach. In this episode, we dive into what to expect in 2024, the major “once in a lifetime” shifts we'll see, & the January Astrology Report. Connect with Barbara: Website: www.barbarabarco.com IG: @balancewithbarbara Facebook: barbaraamrità Support the Podcast & Get Your Questions Answered: If this episode supports you, it would mean the world to me if you are able to take two minutes to rate it on Spotify and give it a follow/subscribe on Apple Podcasts or Spotify, so you get notified when weekly episodes drop! Have a question you'd like to get answered on the podcast or a topic you'd like me to speak on? Let me know here! Ways to Work with Nora: 1:1 Coaching: Now Accepting applications for 2024 (1 spot available). Apply here. Big Vision Mastermind: The next cohort starts in February 2024 & spots are already 50% SOLD OUT.. There is one spot left for pre-sale, which includes the lowest rate you'll ever see ($1,111/mo) + quaterly 1:1 calls (2 total). DM me on instagram to apply. Elevate: The best (& maybe even the only) membership on the internet that truly blends the spiritual with the strategy. Get instant access to 1) fast , organic exposure through networking & community 2) real-time coaching from Nora EVERY month 3) proven business strategy training and 4) daily spiritual practices. Access $13k+ of bonus FREE content today for just $98/mo (cancel anytime). Join here.

John Rubino, publisher of his newsletter over at Substack joins us to share his thoughts on the gold price in the near term (price floor being $2,000) and longer term ($5,000-$10,000 gold in 3- 5 years). We also discuss why John is now thinking energy prices will struggle moving forward. To wrap up we look back to the US job data, released on Friday, and why John sees many issues with the data looking past the headline number.   On the gold investment front, and more short term, John sees $2,000 being a floor for price and should drive better earnings and margins for the miners. Combine this with lower energy prices, potentially generalist investors will take notice and could help the gold stocks play catch up to the higher gold price.  For recent economic data we recap the jobs data from Friday. John outlines why he thinks "things are a mess" and to not just focus on the headline numbers.

On this week's Roundtable, we take a look at the outlook for San Diego energy prices in 2024. Plus, a KPBS investigation looks into how credit unions chartered in California have been relying on overdraft fees for revenue. Then, California voters could soon see a ballot initiative that would make it easier to prosecute overdose deaths as homicides.

Como todos sabemos y no es novedad para nadie, América Latina y el Caribe es una región rica en combustibles fósiles, energías renovables y minerales críticos. Desde la producción de bioenergía en Brasil hasta la energía hidroeléctrica en Paraguay y México, estamos en el epicentro de las transiciones hacia energías más limpias. Este es un breve análisis del Latin America Energy Outlook 2023 elaborado por la Agencia Internacional de Energía (IEA).

In this episode of the Ohio Ag Net Podcast, hosts Matt Reese of Ohio's Country Journal and Dusty Sonnenburg of Ohio Ag Net talk with Brent Sohngen, a professor of environmental and resource economics in the Department of Agricultural, Environmental and Development Economics at The Ohio State University. They discuss energy prices for gas and diesel, especially as prices trend lower. With the decrease in prices, Brent talks about what this means for different sectors of agriculture.   More in this week's podcast:    Scott Raber, Bane-Welker Equipment: Dale and Scott talk about expansions Bane-Welker Equipment is currently undergoing. Bret Davis, Delaware County Farmer: Brett chats with Dale about on-farm biodiesel use.  Peter Gehres, Jeff Martin Auctioneers: Peter stops in to talk with Matt about recent equipment prices and the outlook of it.  Jeff Wolfe, Director for Ohio Poultry Breeders Association: Matt visits Jeff at the Ohio National Poultry show in Columbus, OH.  Intro 0:00 Scott Raber 3:58 Bret Davis 9:38 Peter Gehres 17:30 Jeff Wolfe 22:54 Main Conversation, Brent Sohngen 29:46  

Julia Marie reports on the upcoming cosmic energies at play in September. The key word for the month? Balance.The energy from the intense summer is slowing down and the Equinox will bring a time of balancing polarities.  Reflect on old patterns and insecurities that may reemerge. There are major astrological transits happening in September, including the end of Venus and Mercury retrogrades and the beginning of a new one when Jupiter begins a backward dance. Use this time to clear out energies that no longer serve you and to set intentions for growth. Create a routine that includes self-care, exercise, leisure, and work balance, organizing and prioritizing, and add mindfulness meditation to daily routines. On September 23rd, I'll be leading a guided meditation for the Equinox. You can sign up at my website.SPECIAL THANKS to Relaxing Time's Healing Sounds 124056 from Pixabay for the music bed for this episode.Thank you for listening to Evolving Humans! For consultations or classes, please visit my website: www.JuliaMarie.usYou can leave your questions, comments and suggestions via Voicemail at https://www.EvolvingHumansPodcast.com.Who knows, perhaps your question or comment will be featured on a future episode! I can't wait for your questions or hear your feedback.

The energy transition is a hot-button issue in Australia. It is the world's largest exporter of coal and its efforts to curb greenhouse gas emissions have consistently fallen short of its peers. It also faces serious risks from climate change, with damages from flooding, wildfires, and heat waves worsening nearly every year.  At the same time, Australia is one of the countries best situated to benefit from a transition to clean energy. It has immense wind and solar resources and is a leading exporter of critical minerals such as lithium, which are needed to manufacture clean energy technologies.  What will it take for Australia to emerge as a leader in the clean energy economy? How can policymakers untangle the difficult politics of climate change? And how is the energy transition shaping Australia's relations with other countries? This week host Jason Bordoff talks with former Prime Minister Malcolm Turnbull about how the Australian government is approaching the energy transition. He was Australia's 29th prime minister, serving in the role from 2015 to 2018.  Prime Minister Turnbull began his parliamentary career in 2004, including stints as the Minister for the Environment and Water Resources and later as Minister for Communications. After leaving politics in 2019, Prime Minister Turnbull joined the private equity firm KKR as a senior advisor. He is also the inaugural chair of the Global Hydrogen Organisation and will become president of the International Hydropower Association on October 31, 2023. 

As ESG's contours and penetration continue to increase, so have the decibels of debate. Granted, energy pragmatism remains resolute on achieving long-term goals of a decarbonised world, yet how to achieve security of supply, keep prices affordable and ensure sustainability in the transition – i.e. the energy trilemma pillars – remains at the heart of the conversation. In this week's podcast, Ehsan Khoman, Head of Commodities, ESG and Emerging Markets Research (EMEA), discusses the global energy outlook in the ESG context of what it will take to ensure a just and orderly transition. He believes that the right response to today's challenges is a matter of “and” not “or” and highlights four approaches in squaring the energy trilemma around resiliency today to tap value creation tomorrow.

James Pomeroy explains why there has been a remarkable turnaround in supply chains, Charles Swabey examines just how reliant the global economy is on fossil fuels and Wai-Shin Chan assesses the growing anti-ESG sentiment in the US. Disclaimer: https://www.research.hsbc.com/R/51/fCGJ7Wh Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

#87. Transport Energy Outlook for 2023 In this episode, host Tammy Klein will give an The post #87. Transport Energy Outlook for 2023 appeared first on Transport Energy Strategies.

#87. Transport Energy Outlook for 2023 In this episode, host Tammy Klein will give an The post #87. Transport Energy Outlook for 2023 appeared first on Transport Energy Strategies.

Josh Young, CIO of Bison, returns to the podcast to discuss what's going on in the energy markets and his recent investment thesis for Vital Energy (VTLE). Bison's VTLE thesis: https://bisoninterests.com/content/f/vital-energy-is-deeply-discounted Chapters 0:00 Intro 3:15 What's happened in energy stocks since Josh's last appearance 5:45 Discussing the outlook for nat gas 15:10 Josh's current outlook for oil 24:30 Is the oil market properly reflecting China's reopening 29:30 Can Russia keep up current production levels? 34:35 VTLE overview 51:00 Breaking down VTLE's assets a little further 57:35 What are the little things that energy companies do to improve operations 1:01:20 Has VTLE earned the right to pursue M&A? 1:07:00 VTLE's base case NAV valuation 1:11:30 Will private equity ever step back into the energy space?

In this latest Podcast from the OIES China Energy Research Programme, David Ledesma talks to Michal Meidan, Anders Hove and Philip Andrews-Speed about the outlook for China in 2023. They discuss China's reopening after three years of stringent COVID controls and the implications for energy demand as well as energy policy. They highlight their views […] The post OIES Podcast – China Energy Outlook 2023 appeared first on Oxford Institute for Energy Studies.

Tesla shares are popping after the company beat on both earnings and revenue. Canaccord Genuity's George Gianarikas gives the details. Plus, new research from Deutsche Bank shows that Europe may make it through this winter from an energy perspective. Former Chairman of the Federal Energy Regulatory Commission Neil Chaterjee weighs in on the outlook. And, Meta is allowing former president Donald Trump to return to Facebook and Instagram after a nearly two year suspension. American Enterprise Institute's James Pethokoukis explains why.

It's a big couple of days from Davos, Switzerland and the World Economic Forum. Bain Capital's Stephen Pagliuca breaks down his predictions for the year. Plus, when it comes to oil prices, there are going to be two major factors this year: how much China begins buying up oil again, and whether OPEC+ will cut production again in the coming months. S&P Global's Dan Yergin discusses the outlook from Davos. And, after a mixed bag of results on Friday, investors are gearing up for round two of bank earnings. Whalen Global Advisors' Christopher Whalen explains what to expect.

We've seen a flurry of activity around the wind and solar expansion in 2022. The new year brings new opportunities for renewable energy.

Dec 23, 2022 – David Abramson at Alpine Macro discusses the key takeaways from their large investment conference held in October, including the expectation for ongoing outperformance in the energy sector, a potential ten-year curse...

Stocks trading higher after the minutes from the Federal Reserve's most recent meeting indicated the central bank plans smaller rate hikes in the next few months because of cooling inflation. Fmr. Kansas City Fed President Thomas Hoenig discusses how high interest rates could go and when he thinks the Fed could eventually pivot. Allspring Global Investments' Brian Jacobsen discusses how investors should be positioning ahead of smaller rate hikes by the Fed. Energy Aspects Head of Research Amrita Sen discusses the outlook for energy prices as oil slides and natural gas spikes. And D.A. Davidson's Michael Baker reveals the three retail stocks he thinks are recession proof.

Greg Upton joins Tommy to talk about the energy outlook for 2023. 

Greg Upton joins Tommy to talk about the 2023 Gulf Coast Energy Outlook.

Here are this week's special guests and energy experts on The Crude Life Week In Review Episode 482. Keith Olson, Regional Director of the North Dakota Small Business Development Centers (SBDC) shares recent data indicating the Bakken's small business case load is slightly ahead of the state's largest city – [...]

On this episode of MRKT Call Dan Nathan and Guy Adami discuss: - What economic data out Tuesday means for the Fed - Good news = bad news for the stock market - Gold on its longest losing streak ever - Chinese equities rallying on reopening rumors  - Why Guy likes Alibaba for a bigger breakout Later, Matthew Hagerty, FactSet's Senior Energy Strategy Analyst, joins to give his outlook for the energy space, and stocks that could benefit from volatility. MRKT Call is brought to you by our presenting sponsors CME Group & FactSet Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

On this episode of MRKT Call Dan Nathan and Guy Adami discuss: - What economic data out Tuesday means for the Fed - Good news = bad news for the stock market - Gold on its longest losing streak ever - Chinese equities rallying on reopening rumors  - Why Guy likes Alibaba for a bigger breakout Later, Matthew Hagerty, FactSet's Senior Energy Strategy Analyst, joins to give his outlook for the energy space, and stocks that could benefit from volatility. MRKT Call is brought to you by our presenting sponsors CME Group & FactSet Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

VettaFi's Stacey Morris offers an overview of the energy ETF category and discusses key performance drivers moving forward.  F/m Investments' Alex Morris goes in-depth on their recently launched US Benchmark Series, which allows investors to own each of the “benchmark” US Treasuries in a single-security ETF.  Constrained Capital's Mark Neuman spotlights the ESG Orphans ETF […]

Shad and I were tied up at the New Orleans Investment Conference for the majority of the week so we are replaying a couple of...

A major deal in American oil and gas was announced yesterday: ConocoPhillips is buying 30% of Sempra Energy's Port Arthur, Texas LNG plant. Former U.S. Secretary of Energy Dan Brouillette discusses his role as one of the key architects of this deal. Plus, Wall Street is expecting earnings from Citigroup and Wells Fargo today follow yesterday's worse-than-expected numbers from JPMorgan Chase and Morgan Stanley. Stephen Biggar of Argus Research breaks down what to expect. And, President Biden is currently meeting with Mohammad bin Salman in Saudi Arabia to talk oil and energy. Helima Croft of RBC Capital Markets explains the importance of this meeting.

Dan Steffens, President of the Energy Prospectus Group joins us for a broad energy market update and the stocks he still likes at these levels....

Dr. Andrew Latham, Vice Present Global Exploration at Wood Mackenzie, joined us today to talk through recent happenings in the global upstream oil & gas exploration market. The punchline is there is more happening than you might think.Andrew has more than 25 years of experience in technical and commercial aspects of exploration including assisting majors and independent companies in strategy development and portfolio planning. In recent years, exploration has arguably been undervalued with a push for the energy transition and with an overall restraint on spending. Andrew's recent report catalyzed today's discussion by pointing out some really interesting things are happening in this classic art of "finding more." It was so fun to be talking about exploration again!A few themes we touch on include recent industry successes/results, how dynamics around gas discoveries might be changing in the current world, and how exploration success and subsequent development actually improves the ESG profile of those operators. Today's exploration activity also gives a window into what those participants think about long-term oil market fundamentals given the extended cycle time to positive project cash flow. Thank you to Andrew for joining!Mike Bradley kicked us off with discussion around what to watch outside of energy, given we are entering the heart of earnings season along with refining margin observations. He throws in a fun takeaway from a recent shareholder proposal to Citibank. Colin Fenton and Mike both hit different aspects of European natural gas market dynamics before Colin relays observations on various asset classes relative to commodity markets and how that is influencing a number of institutional investor discussions. He also alerted us all that BP has published their Energy Outlook for 2022.

Clark lends perspective on today's surging housing prices and mortgage rates and offers clear guidelines for making a homebuying decision in this difficult market. And for home buyers considering an ARM - a Clark warning. Also, as war in Ukraine affects the global energy market, the U.S remains the world's largest energy producer. The expected economic impact at home, our energy future, and what we can control right now to save more.  Housing Decisions: Segment 1 Ask Clark: Segment 2 Energy Outlook & Strategy: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Should I Buy a House in This Crazy Real Estate Market? How To Save for a House The #1 thing you can do right now to save on energy bills How To Save Money on Utilities Clark Howard's 5-Step Guide To Lowering Your Monthly Bills How To Save Money: 35 Ways To Reduce Expenses How to Book the Best and Safest Airbnb   Clark.com resources Episode transcripts Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Josef Schachter, Founder of the Schachter Energy Report joins us to share his outlook for the energy sector focused on oil and gas. We start...