Columbia Energy Exchange Peaks and Valleys in the Energy Transition
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Jul 1, 2025 
In this enlightening discussion, Arjun Murti, an oil and gas analyst with Veriten and a former Goldman Sachs strategist, unpacks the complexities of the current energy landscape. He addresses the impact of geopolitical tensions on oil prices, questions the feasibility of corporate net-zero targets, and explores the balance between energy security and climate goals. With a focus on emerging economies, Murti highlights the need for pragmatic policies and diverse energy solutions, making a compelling case for a nuanced approach to the ongoing energy transition.
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Investor Skepticism on Oil Growth
- Oil market investors are skeptical due to past losses, not necessarily ideological reasons.
- Uncertainty about peak demand and carbon priorities challenges long-term investment.
Oil Price Impact of Middle East Tensions
- Recent Middle East tensions raised oil prices by $15-20 temporarily.
- Supply concerns eased quickly as non-OPEC and OPEC supplies remained resilient.
Oil Fundamentals Trump Geopolitics
- Historical oil disruptions show fundamentals outweigh short-term geopolitical events.
- Demand and supply dynamics dictate long-term oil price trends, not headline risks alone.