Elliot Hsu

Priyal Maniar, an equity analyst specializing in North American energy, and Elliot Hsu, a credit analyst in energy and commodities, explore the crucial role of fossil fuels in our energy landscape. They discuss how productivity shapes long-term oil and gas prices while contrasting it with short-term market shocks like geopolitical tensions. Both highlight natural gas as a vital bridge in the energy transition. They also emphasize the importance of midstream infrastructure investments and the risks associated with capital discipline in today's energy market.