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TIP468: Why Buffett is Investing in Oil Companies W/ Josh Young
We Study Billionaires - The Investor’s Podcast Network
Oil and Natural Gas - Is There a Viral Cycle at Play?
Oil services inflation is quite high right now, well beyond the average inflation for the us. So obviously be great if we could get some more supply into the market. But interest rates are arising, in the cost of capital for businesses is increasing,. making it harder to finance the cape needed to increase supply. It just seems like thereis a vicious cycle at play. Since c p i is heavily influenced by the price of oil. If supply is low, the c p i goes higher, which brings interest rates up with makes it harder to create supply. I me, how concerned are you about the rising cost of capital here, especially for a smaller producers that you might even be invested in?
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