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Josh Young on Small Cap EMPs: The Untapped Potential in Energy

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Manage episode 451527108 series 3459116
Indhold leveret af Oil Ground Up. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Oil Ground Up eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 EMPs. 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.

  continue reading

17 episoder

Artwork
iconDel
 
Manage episode 451527108 series 3459116
Indhold leveret af Oil Ground Up. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Oil Ground Up eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 EMPs. 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.

  continue reading

17 episoder

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