Daniel Lacalle

Video. Debate About Perspectives of the Energy Sector

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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.

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