In the medium and long term, i am very bullish on oil and natural gas. One of the theories that's been posited by several different analysts is that us. And european natural gas prices are set to converge. If we could be looking at dramatically higher us. Nat gas prices, which would, of course, translate to higher electricity preces as well? Absolutely. In fact, in two thousand 14, i've written a report saying that once l n g export w that us l an g export exceed eight b c f a day, what you described is going to happen. The first big move in gasis going to be in 20 27.
MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campaign, OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how much U.S. exports can ease that dependency, and much more. https://bit.ly/3OeUKFc
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