16:57

EssentialThe Expert View

Opportunity in the COVID Crude Oil Contango

Featuring Harris Kupperman

Mar 26, 2020 • 16 minutes

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Essential

The Expert View

Opportunity in the COVID Crude Oil Contango

Harris Kupperman breaks down the chaos coronavirus has inserted into global oil markets & provides investors with an investment thesis based on that.

Featuring Harris Kupperman

Mar 26, 2020 • 16 minutes

What happens to the economics of oil when the global economy shuts down because of coronavirus? Harris Kupperman, CIO and president of Praetorian Capital, breaks down the chaos coronavirus has inserted into global oil markets and provides investors with an investment thesis based on the opportunity that chaos has created. In the context of the global shutdown, Kupperman reveals how the combination of the current oil futures contango, all-time highs in tanker charter rates, and the dearth of crude oil storage could lead to never-before-seen revenues and profits for the tanking companies. He walks viewers through the numbers, explains the underpinning economics of the oil markets, and provides time horizons and potential profit multiples for those looking to find opportunity through uncertain times. Released on March 26, 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.

More Episodes

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