Under Investing in Oil Could Lead to Higher Prices, JP Morgan's Malek Says

Christian Malik discusses the current state of energy markets, focusing on supply and demand dynamics influenced by geopolitical factors like the Ukraine war and China's economic situation. He highlights the importance of energy security and transition, noting underinvestment as a key issue. OPEC's role and inventory trends are examined, with a focus on the gap between IEA and OPEC perspectives. Challenges in production and investment are discussed, particularly the impact of windfall taxes. The US political landscape's influence on energy policy is also explored, with potential implications for global energy security.

What are the potential consequences of windfall taxes on energy investment?

In what ways could the political landscape in the US affect global energy markets?

How might rising oil prices influence US energy security measures?