Kasman: Productivity Hinders Pickup in Investment

The transcript discusses the current economic challenges, focusing on profitability and weak productivity. It highlights the oil industry's struggles with large CapEx projects and the potential for future oil price hikes due to reduced investments. The conversation also touches on globalization's impact on investment trends and spending, noting a shift in energy investment's share in the economy.

What are the main factors affecting profitability in the current economic climate?

How has the global demand and pricing impacted investment in oil?

What challenges are major oil companies facing regarding capital expenditure projects?

In what ways has the investment landscape for energy changed recently?

What implications does price stabilization in the energy sector have on the economy?