The Jury Is Out on Oil Demand Says JPMorgan

The transcript discusses the dynamics of the oil market, focusing on expectations, dividends, and CapEx. It explores oil price trends, OPEC's role, and market skepticism. The options market and potential future deficits are analyzed, with insights into investment strategies for energy transition and oil beta.

How do investors perceive the relationship between oil prices and equities?

What strategies are companies adopting in response to changing energy demands?

What are the key considerations for investing in energy transition companies?