OPEC and the Supply and Demand Dynamics of Cheap Oil

The video discusses the current state of oil prices, highlighting a cap due to oversupply and limited demand growth. It explores investment strategies like shorting oil and selling call options. The potential for mergers and acquisitions in the oil sector is examined, considering the financial state of small companies. Future supply challenges are addressed, noting underinvestment and potential supply shortfalls in the long term.

What are the potential risks associated with investing in vulnerable oil companies?

Discuss the implications of underinvestment in oil production for future supply.