TIP429: What is happening with Oil? w/ Josh Young
We Study Billionaires - The Investor’s Podcast Network
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Navigating the Oil Market: Challenges and Opportunities
This chapter analyzes the current state of the oil industry, emphasizing the challenges faced by drilled uncompleted and completed wells amid green energy shifts and labor shortages. It explores the dynamics of production, particularly in the UAE and the U.S., while evaluating investment strategies and the undervaluation of smaller oil companies. The conversation highlights the impact of rising prices juxtaposed with institutional investor hesitance and reveals unique investment opportunities for savvy market participants.
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