Lead-Lag Live

Oil, Gas, and Nuclear Energy: Navigating the Current and Future Landscape with Anas Alhajji


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Is an oil super spike lurking on the horizon? Join me and my insightful guest, Dr. Anas Alhajji, as we grapple with this looming threat and pull back the curtain on the factors driving record oil and gas production in 2023. We cast a light on the unexpected role of government subsidies and how the US, China, Europe, Canada, and Brazil are playing their part. We don't stop there, we delve deep into the International Energy Agency's (IEA) prediction of a peak in demand for fossil fuels, decoding its possible implications for national security and the IEA's role in energy security.

Unveiling the quality and hidden aspects of data in the oil market, we tackle the US Energy Information Administration's (EIA) commitment to bridge the gaping rift between estimated supply and demand. We revisit a key issue from 2017 and discuss how concealed or unpublished data from countries like Iran, Russia, and China, can cast shadows over the accuracy of global data. We wonder aloud, how can an organization achieve precision in space technology yet struggle with an accounting problem?

Fasten your seatbelts as we forecast a significant oil price spike and possible re-acceleration of inflation. We scrutinize the 2023 oil market outlook, putting the 23 predictions under the microscope for accuracy. Shifting gears, we focus on nuclear energy's critical role in achieving climate goals and staving off a major energy crisis. We shed light on the Middle East's nuclear ambitions, the influence of nationalistic governments on trade and local currency, and how all these factors interplay with the complex dynamics of the global energy market. We promise you a thrilling ride through the intricate world of energy politics, economics, and technology!

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Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

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Lead-Lag LiveBy Michael A. Gayed, CFA

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