Brent oil price is near $90/B now and WTI is not far behind. Peter and Jackie discuss the latest price moves and drivers. They also muse over the return of geopolitical tensions in the oil markets. While geopolitics have historically been a significant factor in the oil markets and price formation, over the past decade the impact has been more muted.
Finally, they review the volatile equity markets so far in 2022. Energy transition names have been under pressure while oil and gas equities have rallied.
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