Video. Debate About Perspectives of the Energy Sector
A debate with BlackRock about the energy sector.
Why oil and gas prices are likely to stay lower for longer. Efficiency and oversupply added to disruptive technologies.
Risks and opportunities in a sector that has overspent for a decade.
Careful with value traps.
Relevance of understanding the capex cycle and the multiples paid for low returns.
Comments from my book The Energy World Is Flat.