Refining Wars & The Early Stages Of An Energy Crisis



On the “upward pressure” side are longer-term macro variables and infrastructure neglect as well as renewed geopolitical instability, punctuated by Russia making war on Ukraine.

On the “downward pressure” side are rising recession fears and potential demand destruction as well as the possibility President Joe Biden will extract some sort of promise of increased OPEC production during his visit to Saudi Arabia.

While the price of crude oil is fluctuating now, it will be permanently higher in the future. That’s according to Energy Outlook Advisors Managing Partner Anas Alhajji, who also believes we’re in the early stages of an energy crisis.

Anas joins Tony Greer of TG Macro for a far-ranging energy discussion, covering such ground as whether Mohammad bin Salman will be receptive to Biden’s entreaty, and why, to some, ESG is a religion.

Anas and Tony also address the crises in Sri Lanka and Europe and the trade-offs the U.S. must make to contain prices at the pump. Recorded on July 12, 2022.

Thanks for watching Real Vision Finance!

#energycrisis #oilandgas #opec

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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Are Recession Fears Driving the Price Of Oil?



On the “upward pressure” side are longer-term macro variables and infrastructure neglect as well as renewed geopolitical instability, punctuated by Russia making war on Ukraine.

On the “downward pressure” side are rising recession fears and potential demand destruction as well as the possibility President Joe Biden will extract some sort of promise of increased OPEC production during his visit to Saudi Arabia.

While the price of crude oil is fluctuating now, it will be permanently higher in the future. That’s according to Energy Outlook Advisors Managing Partner Anas Alhajji, who also believes we’re in the early stages of an energy crisis.

Anas joins Tony Greer of TG Macro for a far-ranging energy discussion, covering such ground as whether Mohammad bin Salman will be receptive to Biden’s entreaty, and why, to some, ESG is a religion.

Anas and Tony also address the crises in Sri Lanka and Europe and the trade-offs the U.S. must make to contain prices at the pump. Recorded on July 12, 2022.

TIMESTAMPS:

00:00:41 Are Recession Fears Driving the Price of Oil?
00:04:09 The ESG Movement & Biden’s Ban on Oil
00:08:39 Refining Wars & Repercussions of Banning Oil
00:14:57 How Will the Biden Administration Solve the Energy Crisis?
00:17:20 The Extreme Measure: The Lockdown Option
00:23:57 The ESG Religion
00:32:03 Here Is How ESG Is Changing Our Behavior
00:35:48 Understanding the Oil Market, Volatility & Prices
00:41:56 The Effect of Oil Prices on Food Inflation
00:45:24 Are ESG Policies Allowing China to Become the Global Energy Provider?
00:49:16 Why the Making of Electrical Vehicles Could Pose a Challenge to National Security
00:55:33 Finding Solutions to the Energy Crisis
01:01:08 Advice for Investors Betting on Oil
01:06:53 Breaking Down the Current Energy Crisis

Thanks for watching Real Vision Finance!

#energycrisis #oilandgas #opec

About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

Connect with Real Vision™ Online:
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) https://rvtv.io/RVfor1dollar
Twitter: https://rvtv.io/twitter​​​​​​​​​​​​​​​
Instagram: https://rvtv.io/instagram​​​​​​​​​​​​​​
Facebook: https://rvtv.io/facebook​​​​​​​​​​​​​​
Linkedin: https://rvtv.io/linkedin​​​​​​​​​​​​​​​

#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

source