Jan Stuart

Jan Stuart, a Global Energy Economist at Piper Sandler, delves into the intricate world of oil markets. He argues that oil demand won't significantly decline until the next decade and could rebound by 2026, driven by sectors like petrochemicals and jet fuel. Stuart discusses geopolitical risks from Venezuela and Iran, alongside the impact of the Russia-Ukraine conflict. He also analyzes the strategic petroleum reserve's role and reveals where investors are currently focusing their energy sector allocations, particularly towards U.S. and Canadian oil companies.