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EssentialThe Expert View

Oil and Energy: Updating a Sector in Flux

Featuring Warren Pies

Jun 04, 2020 • 30 minutes

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Essential

The Expert View

Oil and Energy: Updating a Sector in Flux

Warren Pies has been spot on with his predictions for crude oil & energy equities in 2020, but a lot has changed since he last appeared in mid-April.

Featuring Warren Pies

Jun 04, 2020 • 30 minutes

Warren Pies, chief energy strategist for Ned Davis Research, has been spot on with his predictions for crude oil and energy equities in 2020, but a lot has changed since he last appeared in mid-April. In this interview, Pies returns to update viewers on his basket of indicators to explain his shifting outlook for crude prices. Pies touches on the rapid flattening of an unprecedented super-contango, the current fundamentals of supply and demand dynamics through the lens of U.S. inventories, and the macro and political factors affecting oil-dependent economies like Saudi Arabia and other OPEC+ countries. In addition, he breaks down the rally in energy equities, highlighting the stark contrast between the price action and fundamentals in a sector that is more of a macro trade than ever. Filmed on June 1, 2020. Show More

Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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