In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley and Wasif Latif discuss the impact of geopolitical tensions, particularly the escalation in the Middle East, on the commodities market. They explore the potential effects of supply disruptions, such as a shutdown of the Strait of Hormuz, on oil and natural gas prices, while emphasizing the growing importance of energy in global economics.
Latif highlights the ongoing commodity supercycle, driven by underinvestment and rising geopolitical risks, and forecasts a gradual increase in energy demand, despite short-term volatility. They also touch on the economic dynamics in Japan, Europe, and the U.S., focusing on capital flows and global investment trends.
This was a significant update from Wasif, considering the current geopolitical crisis the world economy is facing. When I asked him how his ETF is performing compared to the stock market, he responded that they are way ahead of the market. That is huge, as I rely on experts who are in the business for investment advice. The entire team at Sarmaya is outstanding and has provided excellent datapoints on their website, articles, and fantastic data slide sets.
Investors need data from trusted sources.
We recommend following Wasif on his LinkedIn here: https://www.linkedin.com/in/wasiflatif/
Check out Sarmaya Partners here: https://sarmayapartners.com/
Thank you, Wasif, for stopping by the podcast again, Stu
Highlights of the Podcast
00:00 - Intro
00:55 - Special Guest: Wasif Latif
01:20 - Geopolitical Risk and Commodity Markets
03:20 - The Commodity Supercycle
04:50 - Impact on Oil Prices
06:15 - Geopolitical Escalation: Immediate and Long-Term Effects
07:30 - The Role of Gold in a Volatile Market
08:35 - Strait of Hormuz and Global Energy Supply
10:00 - Geopolitical Risks and Economic Pressures on Global Players
11:30 - Impact of Iran’s Actions on Global Energy Markets
13:00 - Future Energy Demand and Long-Term Commodities Trends
15:30 - The Role of AI in Energy Consumption
16:30 - The Declining U.S. Dollar and Commodities
18:00 - Japanese Bond Market and U.S. Energy Investments
19:40 - European Deficit Spending and Economic Impact
21:20 - Potential Shift in Global Capital Flows
23:50 - How Countries Are Responding to Energy Security
25:10 - Global Financial Markets and Commodity Cycles
27:00 - Long-Term Investment in Energy
30:00 - Japanese Inflation and Global Impact
32:00 - Conclusion
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