Activist Investor Dell Says Oil Will Pass $100

The video discusses trends in the oil and gas market, highlighting a shift towards consolidation and disciplined investment. It explores the challenges of capital availability in the energy sector, particularly in renewables, and draws parallels with past trends in shale. The discussion extends to the importance of carbon markets and pricing for emissions reduction. Finally, it covers the potential of LNG in reducing emissions and its market prospects.

What factors are influencing the lack of capital in the energy sector?

How do carbon markets play a role in the future of energy investments?

In what ways can LNG contribute to reducing emissions?