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Bjarne Schieldrop, Chief Commodities Analyst at SEB, discusses the outlook for the energy sector, and a "worstcase" that could cause an oil market shock and send prices beyond $200 a barrel.

*This video was recorded on October 11, 2024

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00:00 $350 Oil “WorstCase” Scenario
02:02 Strait of Hormuz’s Strategic Importance
04:07 Alternative Pipelines and Strategic Reserves
05:18 IranIsrael Conflict Scenarios and Oil Impact
07:21 Sponsor Message: Bitcoin IRA with iTrustCapital
08:03 U.S. and China’s Role in Strait of Hormuz Crisis
09:18 War's Influence on Oil Prices
11:25 Impact of Retaliatory Strikes on Oil Refineries
12:59 Global Oil Market's Ability to Adapt
15:17 Geopolitical Risk Premium in Oil Prices
16:08 Future Oil Supply and Demand Dynamics
18:01 Emerging Markets’ Role in Oil Demand
19:17 LongTerm Projections for Oil Prices
22:13 OPEC's Strategy and Influence on Prices
24:44 Finding the LongTerm Oil Price Balance
25:26 The Economic Impact of High Oil Prices
26:08 Conclusion and Guest’s Research Platform

#oil #investing #economy