The Oil Industry's Double Whammy of Higher Costs and Lower Prices
Odd Lots15 Maj 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.

Avsnitt(1190)

Raghuram Rajan on Surging Gold and Growing Risks to Financial Stability

Raghuram Rajan on Surging Gold and Growing Risks to Financial Stability

Gold has been surging. Risky assets (with a few minor hiccups) have also been surging. And yet, central bankers (most notably the Fed) are in rate cutting mode. Why is this? And what kind of risks are...

20 Okt 202540min

Introducing: The Mishal Husain Show

Introducing: The Mishal Husain Show

Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations wit...

19 Okt 20252min

A Trip to Alaska With San Fran Fed President Mary Daly

A Trip to Alaska With San Fran Fed President Mary Daly

Earlier this year, we traveled along with San Francisco Fed President Mary Daly on a trip to Alaska. You may remember the episodes we did with Mary at the time, as well as business and other leaders i...

17 Okt 202534min

Why the Trump Administration is Now Taking Equity Stakes in American Companies

Why the Trump Administration is Now Taking Equity Stakes in American Companies

It's nothing new for the US government to use public money to support private American companies. The Biden administration, via CHIPS and the Inflation Reduction Act, was aggressive about using loans ...

16 Okt 202546min

Why Argentina Needs Bailout After Bailout After Bailout

Why Argentina Needs Bailout After Bailout After Bailout

Argentina is getting bailed out again, with $40 billion of help from the Trump administration. Of course, this is a recurring phenomenon for Argentina, and this time it's happening under the free mark...

15 Okt 202539min

Andrew Ross Sorkin on the Stock Market Crash That Shattered America

Andrew Ross Sorkin on the Stock Market Crash That Shattered America

Almost everyone is talking about us possibly being in a bubble. Regardless of how AI investment ultimately pan out, there is an incredible amount of retail speculative mania in the air. So, how does t...

13 Okt 202540min

John Ganz on the Era When America Was Consumed by Panic With Corporate Japan

John Ganz on the Era When America Was Consumed by Panic With Corporate Japan

These days, there's a non-stop drumbeat of concern that China and its dominant companies will eat America's economic lunch, so to speak. Of course, this isn't the first time in our history that there ...

10 Okt 202547min

Why the Price of Money Surged in the Last Six Years

Why the Price of Money Surged in the Last Six Years

What changed between 2019 and 2025? Why are interest rates so much higher? Why does it seem virtually unfathomable that the Fed will return to ZIRP anytime soon? Why do investors expect this rate cut ...

9 Okt 202542min

Populärt inom Business & ekonomi

framgangspodden
rss-jossan-nina
badfluence
varvet
svd-tech-brief
rss-borsens-finest
rss-svart-marknad
uppgang-och-fall
avanzapodden
bathina-en-podcast
fill-or-kill
lastbilspodden
rss-inga-dumma-fragor-om-pengar
rss-dagen-med-di
tabberaset
borsmorgon
rss-kort-lang-analyspodden-fran-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
24fragor
montrosepodden