In this episode Bob McNally, CEO of Rapidan Energy and author of "Crude Volatility", breaks down the forces shaping the future of oil and gas.
Today he shares his take on what’s really happening behind the scenes. Bob has spent years advising presidents as well as top investors. We talk about the wild ride of oil prices, and whether we’re on the brink of another boom-or-bust moment. With ongoing geopolitical uncertainty, plus China’s growing appetite for crude oil, the stakes couldn’t be higher.
Bob McNally founded Rapidan Energy Group in 2009, an independent energy market analysis firm based in Washington DC. His 32-year career includes service as a White House energy advisor to President George W. Bush, as well as a hedge fund strategist at Tudor Investment Corporation.
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00:00 Introduction and Key Information Diet
03:04 News Routine from Reuters to Bloomberg
04:40 GMC Suburban or Tesla to Get Around?
05:53 Why US Gasoline / Petrol is Cheaper Today
09:11 Potential US-Russia Deal and Ukraine War
11:25 Iran & China, Oil's Geopolitical Risk Premium
15:34 Impact of Trade Tariffs for Mexico, Canada
17:01 US Oil Producers Cautiousness Explained
20:14 Insights on China's Energy Demand Situation
21:59 US Consumers Weaker Amid Rising Inflation
25:42 Future of USD, Global Financial System Reset
28:29 OPEC's Role in World Economic Architecture
31:35 Oil Production in Saudi Arabia and the UAE
32:11 Experiences with Poverty, Wildest Anecdote
34:53 Reflections on Power at the White House
37:37 Oil Inspiration from Ed Morse, Dan Yergin
41:06 Greatest Professional Struggle: Economics!
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By hekayaproductions.com
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DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice.
#economics #investing #fed
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