Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33
Introduction
00:00 • 2min
Is Russia Exporting More Oil Than It Was in January?
01:44 • 1min
The European Energy Market Is a Disaster, Right?
03:10 • 2min
The Problem Is, We Don't Have the Battery Storage Capacity.
04:51 • 2min
Are You Going to Give Russia a Part Back?
06:30 • 2min
I Don't Think They're Going to Turn It Off, Right?
08:06 • 2min
German Gas Supply
09:43 • 2min
What Do You Think Will Destroy Demand?
11:20 • 2min
Is There a Supply Deficit?
13:04 • 2min
The Strategic Petroleum Reserve Is Draining Quickly, Right?
15:33 • 1min
The Spreads Have Remained Tight, Which Is Quite Interesting
16:59 • 2min
Backward Date Markets Are Not Overly Boolish
19:17 • 1min
The December Spread of Oil
20:38 • 1min
The Oil Industry Is Making Too Much Money, Right?
22:02 • 2min
The Profit Margin for the Gas Station
23:57 • 2min
Are You Still Bolish on Oil Equities?
25:47 • 2min
What's Your Outlook on the More Economically Sensitive Commodities?
27:57 • 2min
Are We Going to Reach Green Energy Goals by 2035?
29:57 • 2min
Is China a Mean Driver?
31:31 • 2min
Is the Slowing of Economic Growth Worrying You?
33:51 • 2min
Commodities
36:11 • 2min
The Green Party of Germany Is Using Coal
37:45 • 2min
How Do You Think About Hedging?
40:08 • 2min
Is There a Bubble in the Commodity Market?
42:14 • 2min
The Cure for High Prices
43:46 • 2min
Is There a Problem in the Housing Market?
45:27 • 1min
Is the Price of Solar or Wind a Stock Going Up?
46:57 • 2min
What's the Input Cost of a Commodity?
49:06 • 2min
Is This Pullback a Good Opportunity for Long Term Investors?
50:47 • 2min
Is There a Recession in Europe?
52:48 • 2min
Investing in Commodities During a Recession?
54:31 • 2min
Lithium
56:16 • 2min
Is There a Future for Renewables?
57:55 • 2min