Fernando Valle
Hedgeye's Energy Sector Head and analyst who provides expert commentary on natural gas, oil, power demand, and energy infrastructure trends during the episode.
Top 3 podcasts with Fernando Valle
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40 snips
Dec 6, 2025 • 1h 5min
"Phase Two of AI: Who’s Got Staying Power?" | Protect the Pile: Episode 3
Fernando Valle, Hedgeye’s Energy Sector Head, dives deep into the dynamics of natural gas and power demand revival after years of stagnation. He discusses the implications of grid underinvestment and how AI's growth is driving energy needs. Valle also distinguishes between weather-driven price spikes and the emerging higher baseline for natural gas. His insights on preferred equities in the Haynesville region and the landscape of LNG exports reveal key market opportunities. Plus, he highlights the role of demand in shaping commodity cycles.
Feb 27, 2024 • 42min
Bloomberg Intelligence: U.S Consumer Confidence Falls, Macy’s Closures
Topics discussed in the podcast include U.S. Consumer Confidence data, Macy's earnings, Exxon and Cnooc bidding for Guyana stake, energy sector insights, and Fed commentary on interest rates.
Oct 11, 2023 • 35min
Exxon Mobil Buying Pioneer Natural Resources for $59.5 Billion
Bloomberg Commodities Edge Anchor and Bloomberg Intelligence Senior Oil & Gas Analyst break down Exxon's $59.5 billion acquisition of Pioneer Natural Resources. CEO of Plug Power talks about building a green hydrogen ecosystem. Economist at Hopper shares travel insights. Drive to the Close with Steward Partners CEO.
