What the podcasts are saying about
OXY
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Episodes
Latest attributed ideas · most recent first
23 JULTHOUGHTFUL MONEY · 05:00
Underinvestment drives late-2020s structural oil deficit
“The structural oil shortage expected by late 2029 or early 2030 stems from a decade-long shortfall in sustaining capital, framing energy producers as attractive long-term holdings despite short-term geopolitical swings.”
Core thesis · 5/5Verify in source →
17 JULPALISADES GOLD RADIO · 02:15
Oil supply structural underinvestment remains primary driver
“The structural bull case for oil and gas equities is driven by a systematic global underinvestment of $1 billion per day in sustaining capital, which will exacerbate production shortfalls later in the decade regardless of near-term geopolitical resolutions.”
Core thesis · 5/5Verify in source →
17 JULPALISADES GOLD RADIO · 12:10
16 JULTHE JULIA LA ROCHE SHOW · 07:40
4 JULTHE JULIA LA ROCHE SHOW · 04:30
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