The $7tn Oil & Gas Primer - by Ozeco and Hidden Market Gems

Molecules, Sovereignty, and the Actuarial Blockade: How the global energy system works, from molecules to markets to the companies that control them

0:00 -1:16:43 Audio playback is not supported on your browser. Please upgrade. Along with my friend Hidden Market Gems, we are releasing the most comprehensive deep dive into the $7tn Oil & Gas industry, the physical energy ecosystem of our world, at the exact moment the Middle East conflict has fundamentally rewired the global supply chains and sent energy prices soaring. Twice a week, I will release deep dives into stocks and sectors that fit into the three themes that I see winning in this age of tariffs and deglobalization: resilience, sovereignty & reshoring, China. I also dive into…

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