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Macro Voices
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
Mar 14, 2024
01:06:56
Snipd AI
Explore the future of energy markets and transitions with former Goldman Sachs partner Arjun Murti. Dive into the complexities of energy transitions, including renewable sources, geopolitical motivations, and economic conditions. Get insights on oil demand trends, energy crisis, market behavior, and opportunities in Uranium and copper markets. End with listener engagement and resource promotion.
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Quick takeaways
- Uncertainty surrounds oil demand peaking with global disparities in consumption per capita, challenging predictions of displacement technologies.
- Shale production success faces challenges amid over-dependence, emphasizing the need for innovation over mergers in the energy sector.
Deep dives
Impact of Energy Transition on Oil Markets
The podcast discusses the uncertainty around when oil demand will peak, highlighting the global differences in oil consumption per capita. It emphasizes the potential challenges in predicting displacement technologies and questions the assumptions on the future of oil demand. The conversation extends to the impact of declining investments in the oil sector and the potential consequences on supply, prices, and industry recovery.
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Discover
highlights
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