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

Angel Investment Research
12.2K subscribers
1.2K views 11 months ago 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 platf …...more
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can’t blame presidents for Oil Prices

0:30

Oil reap “The last time we spoke, we talked about why I’m bullish on oil… “

2:00

July 31st we saw a huge spike..

6:10

why oil cratered

7:00

Today I wanted to talk about why it’s a good time to buy oil

7:38

Ukraine making incursions into Russia

8:30

current volatility - the Middle East

13:45

we don’t want to see these wild swings

19:00

Backlash from OPEC

21:20

The 3rd geopolitical catalyst: venezuela

22:05

Weak EV Numbers

31:00

Election Coming — is Kamala going to win?

32:45

America First Energy Project

34:15

What is Harris’ energy platform?

35:30

Demand in transportation sector / hypothetical scenario where ICE vehicles disappear by 2030

39:19

US Oil supply growth is flat.

48:00

I like the Canadian oil sector: valuations are too attractive

52:30

2 main catalysts to move US Oil drillers

53:09

Buffett’s only increase was occidental

54:20

you have to do more with less

55:55

Final Words/Exit

58:29
Oil Markets MasterClass with Keith Kohl | Angel Research Podcast Ep 90.
10Likes
1,225Views
Aug 222024
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 🌐 Connect with us: Website: https://www.angelpub.com/ X (formerly Twitter): @AngelPubStocks Facebook:   / angelfinancial   Instagram:   / angelinvestmentresearch   TikTok: https://www.tiktok.com/Angelpublishing Disclaimer: We do not provide personal investment advice. Forward-looking statements and projections are subject to change and may be inaccurate. All investing carries risk. Be smart out there. And good luck!
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Angel Investment Research

12.2K subscribers