Biden Win Would Be Positive for Oil Price, Activist Dell Says

The video discusses the impact of political changes on the oil and gas industry, particularly focusing on how Democratic policies might affect supply growth and market dynamics. It highlights the challenges of increased regulations, especially concerning methane emissions, and the implications of drilling on federal land. The discussion also emphasizes the importance of addressing ESG issues, such as reducing flaring, to improve industry sustainability.

What are the implications of increased regulation on methane for the cost of supply?

What does the speaker suggest the industry needs to do regarding ESG issues?