35:38

EssentialThe Essential Conversation

The Oil Dips Will Be Bought

Featuring Tony Greer and Tracy Shuchart

Aug 06, 2021 • 35 minutes

Essential

The Essential Conversation

The Oil Dips Will Be Bought

Tracy Shuchart shares her explanation for a bullish scenario for oil and the future of the energy sector as the green energy pivot continues.

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Featuring Tony Greer and Tracy Shuchart

Aug 06, 2021 • 35 minutes

Tony Greer, founder of TG Macro, welcomes Tracy Shuchart, energy & materials strategist at Hedge Fund Telemetry, to Real Vision to share her explanation for a bullish scenario for oil and the future of the energy sector as the green energy pivot continues with political support. Even though the Biden administration backs green policies, she believes the lack of investment from major oil companies in new oil projects and the extended time frame for a green transition support her bullish view on oil for the next 5-10 years. Shuchart believes that demand next year will return to pre-pandemic levels and oil production will not increase fast enough to satisfy consumers. Filmed on August 3, 2021.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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