Beyond the Barrel: Capital, Constraints, and Energy Opportunities | All the Capital Episode 2
For wealth professionals, the episode connects energy-sector developments to broader inflation, rates and asset-price considerations, and outlines where the speakers see capital needs in oil and gas infrastructure. It is a manager discussion rather than a portfolio recommendation.
Summary
By the markets & outlook deskPGIM's Dave Winans and Jennison's Jay Saunders join host Keshav Rajagopalan to discuss oil and gas investment themes after recent demand and supply shocks. The episode covers energy security lessons from the Iran conflict, constraints in refined products such as diesel, capital needs in pipelines and U.S. LNG exports, and opportunities across the value chain. It also considers how energy cost swings feed into inflation, interest rates and asset prices.
- The oil and gas sector has faced multiple demand and supply shocks, from the pandemic to conflicts in Ukraine and Iran.
- The discussion covers energy security and lessons from the Iran conflict.
- It examines constraints for refined products such as diesel.
- It looks at capital needs in pipelines, U.S. LNG exports and opportunities throughout the value chain.
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