Kimmeridge Energy Co-Founder Says Carbon Market is Key

The video discusses the dynamics of oil prices, highlighting a potential rise above $100 due to underinvestment in supply. It explores the impact on the Permian Basin and the shift in business models towards discipline and high returns. The challenges of capital investment in the oil and gas sector are examined, alongside parallels with the renewable energy market. The discussion extends to carbon markets, emphasizing the need for transparency and pricing to drive investment. Finally, the video covers LNG strategies for emission reduction and market growth.

What is the significance of capital discipline in the energy sector?

How does the lack of capital affect the energy market?

What role does transparency play in the carbon removal market?