Motley Fool Money

Energy Investing 201: Relentless Demand, Uncertain Supply

Jun 11, 2022

Jim Gillies, a Senior Analyst at Motley Fool Canada, shares his insights on the energy investment landscape amidst rising global demand and an uncertain supply chain. He discusses the factors leading to a potential energy crisis, emphasizing the need for strategic reinvestment in the sector. Gillies highlights the contrasting stigmas and profit potential in oil and gas, likening it to the tobacco industry. He also explores investment opportunities for individuals as pension funds shift away from oil, revealing a new frontier for savvy investors.

27:17

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Episode guests

Jim Gillies

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Episode notes

Intro

4min

Navigating Energy Demand and Investment Challenges

10min

Energy Production Alternatives

7min

Navigating the Shifts in Energy Investment Amidst CapEx Changes

4min

Contrarian Investing in Oil and Gas: Opportunities Amidst Stigma

2min

Earth’s population continues to grow and energy needs are struggling to keep up with worldwide demand. Nick Sciple and Jim Gillies dive into the macroeconomic forces creating an energy crunch, where they are finding investment opportunities, and discuss: - The wide-ranging effects of an energy crunch - How a shale boom “incinerated” $700 billion - Ways individual investors could benefit from pension funds leaving oil

Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/renewable-energy-stocks/

Stocks discussed: OTC:IPFCC, TSX:IPCO, CBRL Host: Nick Sciple Guest: Jim Gillies Producer: Ricky Mulvey Engineer: Dan Boyd

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