Natural Gas as the Energy of the Future: Applications and Investment Opportunities, With Farid Guindo
Update: 2024-12-27
Description
Farid Guindo of Drill Capital Management joins the podcast to discuss his bullish views on natural gas -- not the commodity itself, necessarily, but its application to meet future energy demand.
Content Highlights
- Natural gas as the energy of the future even as prices of the commodity itself plummet (1:08 );
- Oil exploration is becoming increasingly difficult, expensive, and risky (2:58 );
- The 'John D. Rockefeller moment' for natural gas (5:46 );
- What role can nuclear energy play? (16:03 );
- In natural gas, there will be winners and losers, however... (18:00 );
- Where are the best opportunities? (19:51 );
- Background on the guest (28:39 );
- How will the new presidential administration (Trump 2.0) impact things? (41:38 ).
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