#60: Leigh Goehring On The Coming Revolution In Asset Markets
Superinvestors and the Art of Worldly Wisdom
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Oil Market Dynamics: Past and Future
This chapter examines the historical influences and market dynamics of oil supply, focusing on OPEC and non-OPEC contributions. It connects past oil price fluctuations to present trends, illustrating how shifts in non-OPEC supply can impact OPEC's market power and affecting future pricing. The discussion also critiques current energy projections, including the viability of electric vehicles, urging attention to changing supply conditions and their implications for the industry.
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