Fernando Valle
Managing Director of Energy at Hedgeye Risk Management and energy market analyst, offering expertise on oil production, reserves, and investment timelines.
Top 5 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.
Jan 5, 2026 • 7min
What would it take to boost Venezuelan oil production?
Fernando Valle, Managing Director of Energy at Hedgeye Risk Management and an expert in oil production, discusses the implications of U.S. leadership changes in Venezuela for oil investors. He highlights how limited Venezuelan output restricts immediate global supply effects and debates reserve numbers based on price and economics. Valle also explains that recovering investments by U.S. companies could take decades, with potential deals necessary to expedite compensation. This conversation sheds light on the complex interplay between geopolitics and energy markets.
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.
Oct 11, 2023 • 49min
Israel, Exxon, and House Speaker
Khaled Elgindy, an expert on Middle East politics, discusses the war in Israel and offers perspective on Palestinian politics. Fernando Valle analyzes the Exxon-Pioneer merger and its impact on energy markets. Kara Murphy talks about market responses to geopolitical uncertainty. Nathan Dean gives updates on the vacant House Speaker and its effects on policy and foreign aid. Galit Altstein provides on-the-ground reporting from Tel Aviv. Max Abelson previews his new show on Bloomberg Originals.
