Goldman Sachs Exchanges Oil’s extended reign? Adapting to a new era in oil markets
Jul 9, 2024
The podcast discusses the world's slow transition away from oil due to rising incomes and EV sales. It explores factors impacting oil prices, peak oil demand predictions, EV sales forecasts, global refining capacity challenges, and the role of oil and gold as hedges against risks and inflation.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 5min
Adapting to Structural Shifts in Oil Demand Growth Models
05:20 • 2min
Global Electric Vehicle Sales Forecast and Oil Demand Growth Predictions
07:02 • 7min
Analysis of Global Refining Capacity, Oil Demand, and Implications for Energy Prices
14:20 • 6min
Adapting to a new era in oil markets
20:13 • 2min