Invest Like a Billionaire Headlines: Should I dump or double down on Oil & Gas?
Jun 3, 2025
The podcast dives into the current state of the oil and gas market, discussing whether to hold or invest more amid recent price declines. Insights into the critical supply-demand balance reveal the declining investment in new production and its future implications. Historical contexts of price fluctuations suggest a case for long-term investment strategies, while volatility management techniques are shared for successful investing. The episode also encourages listener engagement on these pressing investment topics.
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Oil Price Softening From Demand
- Oil prices recently softened due to demand issues, particularly China's slowdown and no economic boom.
- Demand hasn't spiked, but lack of new investment in supply means prices likely won't fall much below $60 a barrel.
Supply Down Despite Demand Drop
- Current oil price drops aren't supply-driven; they're due to lower demand.
- Investments in exploration and new production have dropped 50% over 10 years, creating long-term supply risks.
Long-Term Oil Supply Shortfall
- Insufficient investment in oil and gas means production is rapidly declining.
- Forecasts predict a 7.1 million barrel per day shortfall by 2030, highlighting long-term supply constraints.