$100 Natural Gas Is Possible in Europe, Says Citi's Morse

The video discusses the tight oil inventory situation in the US and globally, highlighting the potential energy crisis in Europe due to low natural gas supply. It explores the US's energy independence and the broken price signals affecting oil production. The discussion also covers China's strategies to manage energy prices and the challenges in the copper market related to the green energy transition.

What factors are contributing to the tight inventory levels in the US?

What role do publicly traded companies play in the current energy market dynamics?

How does the current state of natural gas supply in Europe compare to previous winters?

What are the potential consequences of a very cold winter on natural gas prices in Europe?

How might the return of Russian supplies impact Europe's energy situation?

In what ways can China manage its energy prices this winter?

What challenges does the copper market face in relation to the energy transition?