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Energy 360 by EnerCom

Enverus Outlook on the Energy Business w/ Bernadette Johnson

21 Apr 2020

Description

We were able to sit down with Bernadette Johnson, Vice President -Strategic Analytics, and Aaron Vanderford, President, EnerCom. Bernadette has presented at EnerCom in the EnerCom investors conference in Denver and you can see her presentation below this interview. Bernadette took us through a lot of information in our interview. Sit down with a pen in hand to take notes on all of the data covered in this interview. The question of the day is "how committed is the OPEC, Russia and US price war"?  The longer this drags on will impact the economy in several different ways. If it is the airlines, travel or food service, they are fairly elastic and will respond favorably when travel and restrictions are lifted. Record number of unemployment is expected this week and will be a significant factor on some of their data models. If the price war continues the damage to the economy will go past the elastic portions and into areas that will be tougher to recover. The bottom line: "Don't make a decision with out data, and Enverus should be part of the process.".

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