G&R Managing Partner Adam Rozencwajg was recently featured on BNN Bloomberg’s Weekly program with Andrew McCreath. During these two segments, Adam discusses an array of energy-related topics, such as non-OPEC oil production – 75% of which comes from outside the U.S. This non-U.S., non-OPEC oil production growth for 2019 was recently revised downward by the IEA, with more downward revisions expected.
Adam also discusses the U.S. shale production outlook including data around Tier 1 and Tier 2 drilling locations and how this could ultimately result in triple-digit oil prices.
Click below to view the two interviews:
- BNN Bloomberg - 'We've never seen market sentiment this bearish' on energy: Investor
- BNN Bloomberg - Not impossible we'll see triple-digit oil prices in the next two years: Investor
If you would like to read more of our thoughts on oil, download our Q3 2019 Research document below, What Is Happening To US Shale Production?