Oil & Gas Global Markets Financial Update
Description
Josh Young, Portfolio Manager at Bison interests, and Tracy Shuchart, Founder/CEO and Chief Market Strategist, at Hilltower Resource Advisors, stop by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley for an in-depth look at the global oil and gas financial markets.
Highlights of the Podcast
00:00 – Opening & Guest Introductions
02:32 – AI Boom vs. Power Shortage
07:18 – AI Hype vs. Energy Reality
11:42 – Nuclear Reality Check
16:03 – Coal’s Comeback
18:02 – Natural Gas Outlook
21:15 – Pipeline Bottlenecks & Permitting Trouble
24:33 – Chevron Entering Data Center Power
25:19 – Pipeline Twinning Not As Easy As It Sounds
28:08 – Geopolitics Ignored by the Market
33:24 – Demand: Stronger Than Narratives Suggest
37:05 – Sanctions, “Kinetic Sanctions,” & Enforcement Reality
42:31 – Dollar Weaponization, Gold Buying, & the Milkshake Theory
49:52 – Commodities Rotation & Energy Lag
55:11 – Propaganda & the Climate Narrative
01:01:21 – Pendulum Swings & Hope for Middle Ground
01:02:50 – Utility Mismanagement & Decentralization
01:05:04 – Will Democrats Blame Republicans for High Power Prices?
01:06:10 – Government Control, Incentives & Rate Failures
01:09:59 – Tracy on Fox Business: Uranium Bottleneck
01:22:35 – Closing Thoughts & Market Outlook
United States
