Morning Meeting: Oil and Gas Under Trump

The video discusses the potential impact of OPEC's agreement to reduce oil production, which could raise prices above $70 per barrel. It examines demand factors, including seasonal heating needs, and the influence of infrastructure changes on supply and pricing. The discussion also covers the implications of a Trump presidency on oil and gas regulations, and the potential effects on global and domestic prices. Finally, it addresses the compliance levels needed from OPEC to achieve the forecasted price increase.

What does the structural story of infrastructure mean for oil and gas pricing?

What factors could lead to a tighter supply in the oil market by the end of next year?