Tortoise Capital's Thummel: Oil Prices Are Too Low

The transcript discusses OPEC's need for higher oil prices, Saudi Arabia's role, and the differences between the current oil market and that of 2014. It highlights the importance of demand and production trends, projects future oil prices, and examines the competitiveness of US shale oil. The discussion also covers investment strategies in the energy sector, focusing on infrastructure and natural gas opportunities.

What are the implications of not reaching a deal in OPEC discussions?

In what ways have US shale producers become competitive in the global oil market?