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This episode is sponsored by Masterworks.

Dr. Anas Alhajji is a leading energy markets expert, and advises governments, companies, and financial institutions on energy markets. He focuses on oil and gas market outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy. He is the Managing Partner at Energy Outlook Advisors LLC, and was previously the Chief Economist of NGP Energy Capital Management. He is also a contributing editor for top industry publication: World Oil. Before moving to industry, Anas taught economics at the University of Oklahoma, the Colorado School of Mines and Ohio Northern University. In this podcast we discuss:

1. False ideas around what drives oil prices
2. What supply and demand drivers matter
3. Why OPEC doesn’t matter
4. Why peak oil is wrong
5. Why bearish oil demand forecasts on ESG/climate change are wrong
6. How governments and companies are not acting on carbon neutrality
7. How Iran oil supply has continued despite sanctions
8. Oil underinvestment in oil producing nations
9. Saudi, US and Russian oil supply outlook
10. The Arctic oil play
11. China’s dominance in oil markets
12. The rise of private generators
13. Book that Anas rates: Kuwait in the Time of British Empire (Khajah)