# Energy: Separating the Fundamentals from the Politics

Page: https://stenobird.com/podcast/on-the-money-with-dynamic-2981275/energy-separating-the-fundamentals-from-the-politics
Text version: https://stenobird.com/podcast/on-the-money-with-dynamic-2981275/energy-separating-the-fundamentals-from-the-politics.md
Podcast: [On the Money with Dynamic](https://stenobird.com/podcast/on-the-money-with-dynamic-2981275)
Published: 2025-02-24T15:00:00+00:00
Episode link: https://traffic.megaphone.fm/PHD6774763866.mp3?updated=1740091811
Audio file: https://traffic.megaphone.fm/PHD6774763866.mp3?updated=1740091811
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JSON: https://stenobird.com/v1/public/podcasts/on-the-money-with-dynamic-2981275/episodes/energy-separating-the-fundamentals-from-the-politics
Duration seconds: 803

## Resource

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.

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## Transcript

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