Oil & Gas Global Markets Financial Update

Josh Young, Portfolio Manager at Bison interests, and Tracy Shuchart, Founder/CEO and Chief Market Strategist, at Hilltower Resource Advisors, stop by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley for an in-depth look at the global oil and gas financial markets. Highlights of the Podcast00:00 – Opening & Guest Introductions02:32 – AI Boom vs. Power Shortage07:18 – AI Hype vs. Energy Reality11:42 – Nuclear Reality Check16:03 – Coal’s Comeback18:02 – Natural Gas Outlook21:15 – Pipeline Bottlenecks & Permitting Trouble24:33 – Chevron Entering Data Center Power25:19 – Pipeline Twinning Not As Easy As It Sounds28:08 – Geopolitics Ignored by the Market33:24 – Demand: Stronger Than Narratives Suggest37:05 – Sanctions, “Kinetic Sanctions,” & Enforcement Reality42:31 – Dollar Weaponization, Gold Buying, & the Milkshake Theory49:52 – Commodities Rotation & Energy Lag55:11 – Propaganda & the Climate Narrative01:01:21 – Pendulum Swings & Hope for Middle Ground01:02:50 – Utility Mismanagement & Decentralization01:05:04 – Will Democrats Blame Republicans for High Power Prices?01:06:10 – Government Control, Incentives & Rate Failures01:09:59 – Tracy on Fox Business: Uranium Bottleneck01:22:35 – Closing Thoughts & Market Outlook

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