Is ENERGY a Contrarian's Dream? Peak OIL Demand 'Lifetimes Away' скачать в хорошем качестве

Is ENERGY a Contrarian's Dream? Peak OIL Demand 'Lifetimes Away'

Will Ulrich, Co-CEO of Presidio Petroleum (NYSE: FTW) believes we are lifetimes away from peak oil demand and underinvestment in the sector, along with the overhang of ESG mandates that are starting to disappear, mean that a repricing of the equities could be inevitable up ahead. Will also dives into how Presidio fits into the picture, with their focus on optimizing existing production and generating sustainable cash flow from low-decline, producing assets. Presidio Petroleum Website: https://bypresidio.com Disclaimer: Commodity Culture was compensated by Presidio Petroleum for producing this interview. Jesse Day is not a shareholder of Presidio Petroleum. Nothing contained in this video is to be construed as investment advice, do your own due diligence. 00:00 Introduction 00:31 Current Energy Sector Outlook 04:45 Oil Production Decline in US 08:55 IEA Revises Projections 11:48 When Will Peak Oil Occur? 14:15 Overview of Presidio Petroleum 17:44 Financing With Goldman Sachs 20:31 Presidio Going Public 23:56 13% Dividend 26:18 Team Behind the Company 29:22 Final Words on Presidio Petroleum