From Energy Uncertainty to Oil Profits: A Conversation with Matt Willer

In the Energy News Beat – Conversation in Energy with Stuart Turley, Matt Willer, Managing Director, Capital Markets, Partner Phoenix Capital Group Holdings, LLC discuss the financial markets' role in energy, particularly the future demand for energy driven by AI and technology. Willer emphasizes the long-term need for hydrocarbons, despite political trends towards net-zero goals. They also touch on the increased discipline in the oil industry, the volatility of energy investments, and how private equity is playing a significant role in the sector. Willer highlights that, despite the political environment, U.S. energy independence remains crucial.Matt thank you for stopping by the podcast, I had a blast - StuHighlights of the Podcast00:00 - Intro01:21 - Energy Markets and Financial Instability01:47 - Election Impact on Energy02:48 - AI, Technology, and Energy Demand03:40 - AI's Power Demand and Technology Acceleration05:50 - Oil and Gas Investments06:22 - Oil as a Stable Investment07:33 - ESG and Oil Investment Discipline09:29 - Stealth Money in Oil and Gas10:45 - U.S. Energy Independence12:35 - Trump vs. Biden Administration on Energy14:10 - How to Find Matt Willer15:09 - Closing RemarksPlease follow Matt on his LinkedIn HERE: https://www.linkedin.com/in/matt-willer-30b61720a/Check out Phoenix Capital HERE: https://phxcapitalgroup.com/for the full transcript: https://theenergynewsbeat.substack.com/p/from-energy-uncertainty-to-oil-profits

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