What to Expect for Energy Regulations Under Trump

The video discusses the US as a low-cost oil producer, highlighting the decline in break-even costs since 2012. It examines the impact of increased shale oil production on global markets, noting that it constitutes only 5% of global production. The discussion includes OPEC's response and the glut of light oil affecting WTI prices. Investment strategies are explored, focusing on a $50-$60 crude oil environment, with top picks in oilfield services, producers, and midstream sectors.

What are the implications of OPEC's cuts on the US oil market?

What are the top three investment picks mentioned in the discussion, and why are they considered good investments?