Will Gas Become Unaffordable By Year-End? | Paul Sankey
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- เผยแพร่เมื่อ 3 มิ.ย. 2024
- Paul Sankey, President of Sankey Research, gives his outlook for the oil price in 2024 and the drivers behind the energy market today.
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*This video was recorded on March 1, 2024
FOLLOW PAUL SANKEY:
Website: sankeyresearch.com/
Twitter (@SankeyResearch): / sankeyresearch
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For business inquiries, reach me at david@thedavidlinreport.com
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:15 - Energy market overview
5:14 - AI and energy
11:20 - Geopolitics and oil
24:35 - Oil and inflation
26:13 - Oil and corporate earnings
29:30 - Russian ban on gas
30:44 - Exxon vs. Chevron
36:20 - Sankey Research
#oil #investing #economy
Where will the oil price end up by year-end 2024? Comment below and don't forget to subscribe!
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FOLLOW PAUL SANKEY:
Website: sankeyresearch.com/
Twitter (@SankeyResearch): twitter.com/SankeyResearch
Somewhere between $60 and $100.
we need more of these interviews with this researcher--MORE
Clicked on the video ... STRAIGHT TO THE COMMENTS FOR THE HAIR UPDATE
Love the way you quietly, sensibly, knowledgeably deliver your information#
He was great!!! Thanks, David!!!
David Lin - you a good interviewer dude.
Do not worry David. That hair shows the hallmark of a great concert violinist who just came from a grueling five hour Mozart marathon. The intense parts of the crescendos, the memories, sweat and tears of tiger mom Lin, then finally on stage with the greatest conductor.
Straight talk, no bs ❤
You volume David is coming through much louder than Paul's.
Thank for having Paul on; he has lots of investor helpful info.
As an oil contracts trader, erstwhile oil and gas industry recruiter and energy investor, I'm surprised I hadn't encountered Paul until a couple of days ago, when I saw him giving an interview on another channel. And I am SO impressed! He is now my go-to expert for oil and oil stocks - just as you are for my precious metals. Thank you, David and Paul, for a great interview.
Like the stock market - hair today, gone tomorrow.
Great interview!
David 's hair reflects the energy market perfectly😂 Great Interview by the way.
Killing it Mr Lin 😎
Excellent interview.
We should start a petition for this channel to be renamed “David’s Crazy Hair” 😂
Very informative and interesting interview. Well done David....as usual
Great talk! Thank you
I own every single energy company that trades in the US and pays a dividend, that’s how bullish I am lol
How many companies is that?
What are your favorites?
With the Huothi rockets. It's not the action but the recation. Assets lost in response to these "fireworks". Who is losing the most?
Great interview
What a knowledgeable guest. Oil under a $100/barrel is quite cheap because buyers use devalued dollars to buy it. Wish you would show a graph of "present-day values" of the last thirty years of oil prices.
Good interview and a very interesting guy.
Hair just OK today, whiskers look good for the rough and ready look. Great Interview by the way!
Rough and ready!
David Lin can pivot on a dime. A superb interview. Paul Sankey is laid back when being interviewed but more of his personality was on display here. The flip from the U.S. import 10mb/d to exporting 2mb/d since the shale revolution is often lost on me.
Nice! Looking good David.
Now that's a nice tousle!
Not so windy today in David’s neighbourhood, judging by his hair 💨
This guy has great insight on how many things work.
Great guest hope to see him back
A barrel is approximately 40 gallons. Also tech requires a tremendous amount of cooling systems. This pulls on the electrical grid. Add atmospheric conditions to the equation, compounding issues often ignored.
This Sankey guy clearly talks the talk and walks the walk. He obviously turned down the thermostat for his office. Like.....way down.
Hair is on point David!
interesting new guest, bring him back!
I always want to hear what this guy has to say. One of my favorite analysts.
Seems like one of the big revelations of the Israel Palestine 'situation' is that the arab world now cares more about keeping business going (money) than they care about injustice against other, non money generating, muslims (Palestinians).
The Saudis themselves have said "which Muslims?" They're exporting their criminal class out to Europe, just like with what's happening from South America to America.
A nationalist approach is necessary for this worldwide destabilization in value systems. No more daddy dollar, at best it's a good house in a bad neighborhood. Now countries are modernizing and figuring out how to clean themselves up and own their own value
Gas prices- in our area in the US, prices have been swinging wildly. Our price per gal went up 12 cents from yesterday. Last month we had a day where they went up 30 cents per gal, in one day.
I wanna know when the Permian will rollover and 50% of the worlds oil production growth comes to an end. I think that’ll have the biggest impact on price.
Next year or two Permian will peak according to my crystal ball
I wish I had hair to f up. 😂
me too
So.. is peyto a good buy? Suncor cenovus ?
Yes,they are.
New rule:
auto fuel: "gasoline"
Heating/elect. generation: "natural gas"
Indigestion: "gas"
Agreed?
But our USA government launders our money all the time ignoring the American people 😂
🙏
David’s hair looks like it is set up for a massive squeeze. 📈
Trump is the deciding factor on price of oil by end of year
My oil and gas plays are BP and i3. I'm bullish on both, but do your own research before buying anything so that if things go wrong, you only have yourself to blame! :)
Did someone ask your opinion?
Thanks for sharing
I hadn't realised that anyone needed to ask! And Im sure you don't challenge crypto-bots, but real people, fine. :) `good luck with that@@Coach8687
@@Coach8687 No. That's what a comment is.
@@SubvertTheState go comment somewhere else knuckle dragger
David got off this call like he had to face a taco bell decision he made 3 hours prior 😂
So, what is the actionable play? Buy oil stock? Buy oil etf?
Chevron will be the leader.
Buy real Estate in Calgary
Some glitchy video things going on with your guest. Like what is the oil pump that appears above his head? What's going on there? Distracting.
More Hanke and Sankey, less Soloway and Vermeulen
Great hair!
Election year, don’t worry gas prices will fall
Let's see what happens in a week when the Fed has to raise rates. CPI was bad
Under normal conditions you would be write but you would be wrong if you think they are going to drop rates at the speed they are printing.
Good looking head of hair. Needs a better barber. Recommed the Ivy League cut
This dude has to have a deep understanding of the concept - “overshoot”
AI will need nuclear, nat gas n oil will build those plants. You should be heavy in these sectors…Oil, NatGas, and Nuclear long term.
Norway EV is like sell oil and subsidize EV
First to say
AI needs nat gas
Heard it here first
Oil will continue to be a valuable commodity.
6:00 MINUTES- 700 watts is the equivalent energy consumption of a house! Better not run a hair dryer. I think not...BY A WIDE MARGIN!
Rough night David?
David, you had interviewed so many "experts" everyone here is getting Confused what indications one should be looking for, you should one day sit down and look at them yourself and come to advice the viewers which one are most to more important ones e.g. money supply, unemployment, etc equally important where to look at them.
Oil
Wish we didn’t need oil anymore but damn we won't get off anytime soon. So lets make a ton of money!
I can't believe all the guys commenting on your hair the other day😂 And it had to be guys because the ladies love curls.
Who really knows at this point in time how much fossil fuel is left in all places its found,but fuds 1st law is anything that could go wrong probably will so dont count chickens before they hatch😅😊😢!
The economy in the USA is so strong yet bankruptcy has not been so high since the GFC? Personal debt to income has never been so high ....wtf?
Lies people need to count corporations firings and government employment is not real economy its just borrowing at intrest to pump a jobs report. part time should be different categorize becase takes 3 to = 1 full-time.
Japanese window guidance sabotage 1950-2024 great documentary.
David
Did you just wake up
David looks like he's been on a bender.
Nice clickbait title. Disappointing.
Not so fast. Recession will drop oil dramatically. After that it will be game on for oil. Could have a nice little run in the short term.
Solar- Wind is a Woke Joke
David- comb your hair so it looks combed.
No
Why are you worried about another man's hair?
Read the Bible too.
Truckers and oil pipeline welders ready to vote Republican. John Q Public will feel pain with stock market selloff into fall. "Drill baby drill" will make more sense in the fall. Pain at the pump and 401-k declines could make this a Republican victory.
Do truckers and oil pipeline workers ever vote democrat... ? 😅
All these economic experts know near zero when it comes to Israel.
There are no Palestinian people. The people in Gaza are Egyptian Arabs, that Sadat refused to take back during the Israel-Egypt peace agreement, and for a good reason. Israel left Gaza, removing all Jews (Even though in Israel proper there are many arab citizens). Gazans aim is not independence - They already had that, but rather the anhilltion of all of Israel.
Absolutely true. I hope and pray Israel stays strong and steadfast.
Sankey is always excellent but the podcaster is such a tool.
Yawn...
EV’s. They are run on batteries!? I never liked my torch batteries going flat constantly- the same if I had a battery car!? And I’m tired of tripping over extension cords running from home power outlets to their bloody EV’s. And my taxes subsidise these peoples cars,!!!,!,!,!
40:09 😆ahhh, British humour ... this guy's funny
Im all set to go from zero to hero
OPEC wants $100-$120 USD / barrel … 📈🛢️