Bob Yawger, director of the Futures division at Mizuho Americas, appears on Real Vision to share his insights into the energy sector and specifically, oil’s recent rally, despite OPEC’s supply increases on the horizon. Yawger explains the mechanics of smaller futures traders and their ability to influence the spot prices. He also walks through his thoughts on the two biggest threats to oil prices: Covid and OPEC’s supply increase. Yawger argues that exploration and production equities are the most profitable areas to invest in within the energy sector. Finally, he comments on the rise of green energy and its potential to disrupt the fossil fuel economy. Interviewed by Jack Farley on August 2, 2021.