Josh Young, CIO of Bison Interests, discusses his outlook for energy, factoring in demand outlook, supply shocks, geopolitical risks, and changing government policies.
*This video was recorded on August 14, 2024
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0:00) - Intro
0:40) - Oil outlook overview
4:18) - Geopolitical risks
11:40) - Supply chain disruptions
14:48) - IEA demand outlook
16:50) - Oil reserves in U.S.
20:40) - Government policies on oil
28:05) - Energy stocks valuations
#oil) #investing) #economy)
