During our most recent Global Energy webcast, Portfolio Managers Will Riley and Jonathan Waghorn discuss:
Oil prices: What have been the key drivers of oil price moves over the last twelve months? Where do oil prices now sit in the context of previous cycles?
Oil demand: The global GDP juggernaut versus the rise of EVs – who wins?
Non-OPEC supply: How is US shale responding to rising oil prices? How relevant are our constraints in the Permian basin? What are the prospects for rest of non-OPEC supply?
OPEC strategy: How does OPEC navigate the Iran nuclear deal, Venezuela and the Saudi Aramco IPO?
Investment opportunities: With capital discipline and improving free cashflow in the energy sector now being rewarded by the market over growth, where are the best opportunities?