Abysmal Oil & Gas Sentiment Betraying Uber-Bullish Reality: Josh Young

Josh Young is acutely aware of the incredibly low sentiment in the oil and gas sector at present, but he has come with the receipts to prove that the facts couldn't be farther away from the picture currently being painted by market participants. Josh points to declining oil inventories, OPEC+ holding back production, LNG export terminals coming online in the US, and much more to make his case that a massive bull market in energy could be just over the horizon.

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00:00 Introduction
00:41 Trends to Watch in Oil & Gas
02:22 What Hasn't the Market Caught On?
05:44 Oil Supply-Demand Dynamics
07:00 Drill Baby, Drill
09:05 Does War Drive Oil Prices?
12:04 Tariffs on Canadian Energy
16:57 Reasons to Be Bullish Natural Gas
22:13 Impact of OPEC+
26:30 What Will Make Sentiment Turn?
29:52 Finding Value in Today's Energy Markets
34:09 Dividends and Share Buybacks
36:58 Best Jurisdictions for Oil Producers