Top Traders Unplugged cover image

GM24: The Real Cause of the Global Energy Crisis (Part 1) ft. Adam Rozencwajg

Top Traders Unplugged

00:00

How Much More Does the Marsalis Have?

If we have a normal winter or if we have a colder than normal winter, then you could potentially have that moment of convergence as near as the fourth quarter in December of this year. The last 10 years, the feeling is that these shales can go on forever because the size of them was so big that it almost was like they could. They do succumb to depletion like anything else. I think we run the risk that perhaps we're getting close to that point now. That's when we said, "Oh my goodness, this could actually be a situation that happens" If prices just stay where they are today, the case for gas producers is astronomical from a net present value perspective.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
Get the app