EPISODE · Feb 13, 2026 · 32 MIN
Is Energy a Contrarian's Dream? Peak Oil Demand 'Lifetimes Away': Will Ulrich
from Commodity Culture · host Jesse Day
Will Ulrich, Co-CEO of Presidio Petroleum (NYSE: FTW) believes we are lifetimes away from peak oil demand and underinvestment in the sector, along with the overhang of ESG mandates that are starting to disappear, mean that a repricing of the equities could be inevitable up ahead. Will also dives into how Presidio fits into the picture, with their focus on optimizing existing production and generating sustainable cash flow from low-decline, producing assets. Presidio Petroleum Website: https://bypresidio.comDisclaimer: Commodity Culture was compensated by Presidio Petroleum for producing this interview. Jesse Day is not a shareholder of Presidio Petroleum. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Join the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
What this episode covers
Will Ulrich, Co-CEO of Presidio Petroleum (NYSE: FTW) believes we are lifetimes away from peak oil demand and underinvestment in the sector, along with the overhang of ESG mandates that are starting to disappear, mean that a repricing of the equities could be inevitable up ahead. Will also dives into how Presidio fits into the picture, with their focus on optimizing existing production and generating sustainable cash flow from low-decline, producing assets. Presidio Petroleum Website: https...
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Is Energy a Contrarian's Dream? Peak Oil Demand 'Lifetimes Away': Will Ulrich
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