Episode Details

Energy investor Josh Young (Bison Interests; author of the Basin Insights newsletter) explains why today’s oil price looks shockingly low in inflation-adjusted terms, how a rare geopolitical lull has masked true risk, why U.S. crude supply likely declines at current rig/spread counts, and how a coming mining boom could add hundreds of thousands of barrels/day to demand. He also shares insights from closed-door meetings with OPEC in Vienna and why proving real vs. claimed spare capacity may redefine the market over the next 6–18 months. Guest: Josh Young — Portfolio Manager, Bison Interests; Publisher, Basin Insights