Tortoise Capital: Oil Will Hit $50 by End of the Year

The video discusses the dynamics of the oil market, highlighting the impact of geopolitical events and natural phenomena on oil prices. It predicts a rise in oil prices due to falling supply and rising demand. The discussion extends to global oil production, focusing on OPEC's potential production limits and strong demand from China. The US oil production landscape is analyzed, with emphasis on the Permian Basin's competitiveness. The video also explores the natural gas sector, particularly the Marcellus Shale, and the significance of infrastructure investments. Finally, it covers the transformation of the US from a natural gas importer to an exporter, with a focus on LNG and companies like Shanir.

What role does the Marcellus Shale play in the natural gas sector?

Why is Shanir considered to have a first mover advantage in the LNG market?