Want to know what’s up with all things OPEC? Chuck did…so he chatted with Queen Anne’s Gate Capital Management’s Kathleen Kelley who has spent the last decade advising the highest powers at OPEC. Spoiler alert: oil’s going to rip.

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00:00 - Intro
00:50 - Kathleen Kelly’s Background
03:40 - Understanding OPEC
07:40 - OPEC's Spare Capacity Explained
15:32 - Current Oil Market Dynamics
19:30 - Implications of $80 Oil
22:35 - Oil Market Predictions for the Next 5 Years
26:00 - Energy Transition for Major Oil Companies
28:50 - Risks to Oil Forecasts
36:50 - Oil Market Forecast Overview
40:10 - OPEC Intrigue and Strategies
44:25 - Contacting Kathleen Kelley
47:50 - Psychedelic Furs

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