2024-07-24 05:55:00 ET
Summary
- Oil demand is tight and expected to remain so until the end of 2024, with record oil demand projected for 2025. Natural gas prices firm up.
- Texas hydrocarbon exports reached $221 billion in 2023, and show where the trade flows.
- Renewable energy growth, reshoring, and infrastructure investments are robust themes as well.
- Investment implications suggest safety in major oil and gas producers, with a watchful eye for emerging strong independents post-M&A activities.
- Specific investment themes related to energy include minerals, energy-adjacent infrastructure, and semiconductor ecosystems.
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For further details see:
New Economy Groundwork: The U.S. Future Is Also An Energy Future