2min chapter

Mining Stock Education cover image

"Sub-$100/barrel Oil Never Again" Explains Oil Analyst Shubham Garg

Mining Stock Education

CHAPTER

The Bear Versus Both Thesis Debate

Shabam: The first thing I always look at is where is the commodity price going? And as I've been studying this with oil, I hear a lot of oil bulls calling for even up to $200 oil next year. But yeah, so I think throughout the last two years, there's a definite bullish case. Look, we've had underinvestment in oil and gas capital demand continues to go up. Some of the fields from a geologic engineering standpoint are declining. We're seeing issues with new exploration, not hitting the right amount of fields that we need.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode