Crisis in the Oil Market Hasn't Arrived Yet: Blanch

The video discusses the current state of the oil market, highlighting the US's relative advantage due to a strong dollar. It explores potential crises due to sanctions on Russian energy and the challenges of energy transition. The volatility in gas supply chains and the impact on global markets are examined. The discussion concludes with predictions on commodity performance and the economic outlook, emphasizing the need for increased investment in energy infrastructure.

What role does the energy transition play in the current energy supply issues?

How has the volatility in gas prices affected European demand?

What are the potential outcomes if China comes out of lockdown regarding energy commodities?