Oil Markets MasterClass with Keith Kohl | Angel Research Podcast Ep 90

Angel Research Podcast

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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