Forward Guidance podcast

Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts

15 Sekunden vorwärts
15 Sekunden vorwärts
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit to learn more. VanEck Bitcoin Trust (HODL) Prospectus: __ Follow Paul Sankey on Twitter Follow VanEck on Twitter Follow Jack Farley on Twitter Follow Forward Guidance on Twitter Follow Blockworks on Twitter Paul Sankey research: __ Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: __ Timestamps: (00:00) Introduction (00:55) Oil Market At "Equilibrium" Right Now (08:51) “If It Wasn't For Saudi Production Cuts, Oil Would Be Below 60 Dollars, I'm Sure Of It” (13:03) U.S. Oil Production Has Exploded (18:25) VanEck ad (19:07) The Mergers & Acquisitions (M&A) Cycle Has Begun In Oil (Diamondback-Endeavor Deal) (25:40) Importance Of Inventory Quality (And Quantity) (29:00) Management Issues (32:38) Buybacks and Dividends (35:50) Oil Companies With Strongest (And Weakest) Inventories (38:07) Merger Arb In Deals That Haven't Closed (44:43) How AI Will Impact Power Demand (50:55) About Sankey Research __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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