Episode
Energy: Separating the Fundamentals from the Politics
- Podcast
- On the Money with Dynamic
- Published
- Feb 24, 2025
- Duration seconds
- 803
- Processing state
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Summary
Vice President & Portfolio Manager Jennifer Stevenson and Associate Portfolio Manager, Scott Reid explore the recent volatility in the oil market driven by geopolitical tensions and supply-demand imbalances and discuss the potential impacts of the Trump administration’s policy agenda and tariffs. They also see a positive outlook for natural gas, driven by growing liquefied natural gas demand, and the impact of reshoring and industrial growth on energy needs.