Flashcast: Navigating the Energy Landscape – OPEC Resurgence in Oil and Acceleration in Global LNG Developments

from WTR Small-Cap Spotlight · host Water Tower Research

Send us Fan MailIn this special edition of the WTR Small-Cap Spotlight Flashcast, host Tim Gerdeman sits down with Chris Degner, Managing Director in Water Tower Research’s Energy Practice, to explore major shifts in the oil and natural gas markets. The discussion covers rising OPEC production, evolving global supply structures, and a deep dive into LNG market trends—including emerging export projects in the U.S. and Australia. The episode also spotlights Tamboran Resources, a small-cap company with high-potential natural gas assets in Australia. Tune in for expert insights on where the energy markets are headed and what it means for small-cap investors.

What this episode covers

Send us Fan Mail In this special edition of the WTR Small-Cap Spotlight Flashcast, host Tim Gerdeman sits down with Chris Degner, Managing Director in Water Tower Research’s Energy Practice, to explore major shifts in the oil and natural gas markets. The discussion covers rising OPEC production, evolving global supply structures, and a deep dive into LNG market trends—including emerging export projects in the U.S. and Australia. The episode also spotlights Tamboran Resources, a small-cap comp...

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Flashcast: Navigating the Energy Landscape – OPEC Resurgence in Oil and Acceleration in Global LNG Developments

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This episode is 11 minutes long.

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This episode was published on July 30, 2025.

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