The Oil Industry's Double Whammy of Higher Costs and Lower Prices
Odd Lots15 Touko 2025

The Oil Industry's Double Whammy of Higher Costs and Lower Prices

The new administration has a "drill, baby, drill" mantra and a much more liberal attitude towards the oil and gas industry than the last one. But that hasn't translated into great profits for the oil industry itself. Crude prices have sunk and tariffs have raised the cost of components for companies trying to get energy out of the ground. So, what's the future for the industry? And who is actually making money right now? In this episode, we talk to longtime energy industry veteran Peter Tertzakian, the founder and president of Studio.energy, which consults with various industry players. We discuss the state of the overall North American energy industry, the prospects of peak onshore oil production in the United States, pipeline politics, and why liquified natural gas is expected to be the hydrocarbon of the future.

Read more:
Say Hello to ‘Nil, Baby, Nil’ in the Oil Patch
Trump’s Thirst for Cheap Oil Irks an Industry He Loves to Praise

Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

See omnystudio.com/listener for privacy information.

Jaksot(1187)

Tarek Mansour on Kalshi's Plan to Create Markets in Everything

Tarek Mansour on Kalshi's Plan to Create Markets in Everything

For over 20 years, people have been talking about prediction markets or event markets are the next big thing. But mostly, with some niche exceptions, they haven't taken off, in part due to regulatory ...

1 Loka 202544min

The King of Chicago Trading Wants to Build a GPU Market Bigger Than Oil

The King of Chicago Trading Wants to Build a GPU Market Bigger Than Oil

Don Wilson has built a career diving into some of trading’s thorniest problems, including figuring out ways to trade new and niche markets. Now, the founder and CEO of DRW has his sights set on the GP...

29 Syys 202534min

Introducing IVF Disrupted: The Kindbody Story

Introducing IVF Disrupted: The Kindbody Story

Kindbody, one of the largest fertility companies in the US, sought to disrupt egg freezing and IVF by combining spa vibes with Silicon Valley efficiency. The startup raised millions, opened dozens of ...

28 Syys 20251min

Jack Morris on Finding the Next Big AI Breakthrough

Jack Morris on Finding the Next Big AI Breakthrough

We know that the top-tier AI labs are spending unbelievable amounts of money on talent. But what are these researchers actually working on? And how do we know that they're making progress? And further...

26 Syys 202545min

Ozan Tarman on What's Driving The Nonstop Rise in Gold and Tech

Ozan Tarman on What's Driving The Nonstop Rise in Gold and Tech

There are two huge winning trades that people are looking at day after day. Gold keeps going up and US tech stocks keep going up. But what is driving this intense flow? How long can these consensus tr...

25 Syys 202540min

Jim Cramer on the Retail Trading Revolution

Jim Cramer on the Retail Trading Revolution

In recent years, retail trading of stocks has absolutely exploded. This is happening despite the fact that investors are subject to a constant stream of propaganda that individuals can't beat the mark...

22 Syys 202553min

Michael Froman on the New 'Polyamorous' Global Trading System

Michael Froman on the New 'Polyamorous' Global Trading System

When President Trump announced the tariffs on Liberation Day, it seemed to truly mark the end of the old world trading system. But of course it had been dying for a long time. The first Trump administ...

20 Syys 202546min

Henry Wang on China's Role in the New Emerging World Order

Henry Wang on China's Role in the New Emerging World Order

There is a widespread view that China is a superpower of rising status, and that a new global order is emerging with the country as an important pole in it. You see this with the growing BRICS organiz...

19 Syys 202553min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
rss-lahtijat
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-seuraava-potilas
rss-sami-miettinen-neuvottelija
rss-startup-ministerio
rahapuhetta
lakicast
rss-porssipuhetta
rss-bisnesta-bebeja
rss-sisalto-kuntoon
rss-set-for-life-sijoita-ja-vaurastu
rss-rahataito-podcast
rss-paasipodi
rss-viisas-raha-podi