Sign up to save your podcasts
Or
Share Energy Crisis- the end of the beginning, not the beginning of the end
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Energy Crisis- the end of the beginning, not the beginning of the end
Energy Crisis- the end of the beginning, not the beginning of the end.
Oil prices will reach $120 in 2022 and $140 in 2024. Imbalance in supply and demand drives prices up. This piece looks at:
Demand :
1. global avoidance of recession;
2. China reopening .
Supply:
1. Under-investment in fossil fuels;
2. The end of the Cold War deal supporting heinous autocracies in return for cheap oil;
3. fading US shale bonanza;
4. Putin's losses due to embargo, price caps and a dearth of Dark Tankers;
5. The EU non-teeth chattering gas crisis in winter but the coming squeeze on global LNG markets as China ups its demand
6. Venezuela
View all episodes
By Quantum MechanicsEnergy Crisis- the end of the beginning, not the beginning of the end.
Oil prices will reach $120 in 2022 and $140 in 2024. Imbalance in supply and demand drives prices up. This piece looks at:
Demand :
1. global avoidance of recession;
2. China reopening .
Supply:
1. Under-investment in fossil fuels;
2. The end of the Cold War deal supporting heinous autocracies in return for cheap oil;
3. fading US shale bonanza;
4. Putin's losses due to embargo, price caps and a dearth of Dark Tankers;
5. The EU non-teeth chattering gas crisis in winter but the coming squeeze on global LNG markets as China ups its demand
6. Venezuela