2023 Market Outlook with Bison Interests скачать в хорошем качестве

2023 Market Outlook with Bison Interests

In this January 2023 oil market update, Oliva Gibbs partner Zack Oliva and Bison Interests founder Josh Young discuss the current state of the oil market and an outlook for 2023. Discover why we may be in the early stages of a multi-year bull market for oil and oil-related companies with various analyses and indicators, followed by a Q&A session. 00:00:00 Introduction 00:01:54 Disclaimer 00:02:45 About Bison 00:04:30 Recession Risk? 00:06:04 Speculative Interest in Oil: Compellingly Low 00:07:43 Underinvestment ⮕ Undersupply 00:10:54 Insufficient US Drilling to Grow Production 00:15:55 China Re-Opening ⮕ Surprise Demand 00:22:14 Oil Will Likely Be Undersupplied in 2023 00:26:30 OPEC+ May Not Save the Oil Market This Time 00:28:51 Material Upside Potential for Oil Equities 00:33:30 Oil & Gas Equity Valuations Remain Low 00:35:12 Vital Energy: O&G Small-Cap With Significant Potential Upside 00:38:12 Contact Bison Interests & Subscribe to Their Research 00:39:05 Live Q&A 00:50:54 Lessons Learned from Unexpected Challenges in 2022 00:54:42 Identifying Bright Spots and Opportunities in 2023 00:57:00 Conclusion