The Global Shakeout From Plunging Oil: Daniel Yergin

The video discusses the impact of oil prices on various asset classes, referencing Daniel Yergin's insights. It highlights the preoccupation of oil and gas companies with rising development costs and the pressure from investors for capital discipline. The discussion then shifts to evaluating energy companies for potential investment, considering their efficiency in cost reduction despite falling oil prices.

What factors should be considered before investing in energy companies during a price decline?

Evaluate responses using AI:

OFF

Discuss the concept of capital discipline in the context of the energy sector.

Evaluate responses using AI:

OFF