Oil Markets MasterClass with Keith Kohl | Angel Research Podcast Ep 90

Keith Kohl gives a MasterClass on Oil Markets and Investing in Oil Companies including the various ramifications on the market from potential Geopolitical Events. #oilandgas #energyinvestment #energystocks Podcast Chapters:00:30 can’t blame presidents for Oil Prices02:00 Oil reap “The last time we spoke, we talked about why I’m bullish on oil… “—geopolitical events moving oil06:10 July 31st we saw a huge spike..~07:00 why oil cratered07:38 Today I wanted to talk about why it’s a good time to buy oil08:30 Ukraine making incursions into Russia13:45 current volatility - the Middle East—biggest powder keg for the oil industry on earth, without a doubt.19:00 we don’t want to see these wild swings21:20 Backlash from OPEC-opec committed to defend $80 oil22:05 The 3rd geopolitical catalyst: venezuela31:00 Weak EV Numbers32:45 Election Coming — is Kamala going to win?34:15 America First Energy Project35:30 What is Harris’ energy platform?39:19 Demand in transportation sector / hypothetical scenario where ICE vehicles disappear by 203048:00 US Oil supply growth is flat.52:30 I like the Canadian oil sector: valuations are too attractive—I don’t love massive discoveries.53:09 2 main catalysts to move US Oil drillers—54:20 Buffett’s only increase was occidental—55:55 you have to do more with less58:29 Final Words/Exit🌐 Connect with us:Website: https://www.angelpub.com/X (formerly Twitter): @AngelPubStocksFacebook: https://www.facebook.com/angelfinancial/Instagram: https://www.instagram.com/angelinvestmentresearch/TikTok: https://www.tiktok.com/Angelpublishing Disclaimer: We do not provide personal investment advice. Forward-looking statements and projections are subject to change and may be inaccurate. All investing carries risk. Be smart out there. And good luck!