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Transcript
Chapters
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How is COVID-19 impacting oil supply?
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Where is the excess supply going to end up?
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How does storing oil on an oil tanker work?
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How will more tankers going into storage impact tanker charter rates?
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Is this priced in?
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Can the Saudi's new oil war impact your thesis?
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What if quarantines end early?
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What is the earliest you think this global oil demand slowdown ends?
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What is the impact of the US saying it will refill the strategic oil reserve?
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How much can producers cut supply?
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How does this compare to oil shocks in the past?
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How do you play this thesis?
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How will US shale oil producers be impacted?
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What are the most important takeaways for viewers?