

America's Energy Emergency? Oil, Gas, and the New Administration
Jan 27, 2025
Laura Sanicola, Barron's Senior Energy Writer, teams up with Tom Kloza, Senior Oil Analyst at OPIS, to dive into America’s energy outlook. They discuss the significant recent price fluctuations in crude oil and natural gas, questioning the notion of an energy emergency. The duo evaluates the political implications of shifting energy policies under the Biden administration and the impact of tariffs on Canadian and Mexican crude oil. They also explore opportunities within the energy sector, from nuclear advancements to the relationship between energy producers and services companies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
The Energy Efficiency of AI and Its Market Implications
02:38 • 2min
Current Trends in Energy Markets
04:11 • 11min
Tariffs and Oil Market Dynamics
15:17 • 19min
Opportunities in Energy Producers vs. Services Companies
34:42 • 2min
Exploring Future Trends in Nuclear and Renewable Energy
37:00 • 4min
Navigating the Future of Oil and Gas Pipelines
40:46 • 4min