Analyst Sen Sees Energy Prices Staying High for Years

The transcript discusses the current dynamics of oil supply and demand, highlighting low global inventories and OPEC's cautious production approach. It covers forecasting oil prices, considering market uncertainties and high-frequency data. The impact of verbal interventions from global leaders and policy tools like the SPR is examined. The discussion also addresses energy concerns for the upcoming winter, focusing on gas and oil price interdependence and substitution challenges. Finally, it explores the broader narrative of oil price increases, emphasizing energy transition and investment issues.

How is the energy transition affecting fossil fuel prices?

What are the potential consequences of high energy prices this winter?