Скачать или смотреть 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