The Case for Oil & Gas

Investors without exposure to the energy sector could be severely mispositioned today. Even with projected high growth rates, renewable energy is expected to make up less than 30% of global energy consumption by 2050, compared to 50% from oil and gas (O&G).

Listen to this webcast to leave excuses like “cyclicality” and “not having a view on the price of oil” behind and learn how your generalist investment skills can translate to the oil and gas space. You’ll be in good company with Warren Buffett’s Berkshire Hathaway who owns roughly $50 billion worth of stakes in OXY (Occidental Petroleum) and CVX (Chevron Corporation). 

Analysts and money managers, Balkar Sivia and Daye Deng, of the infamous Value Punks, present highlights from their investor's guide to the O&G sector in this live webcast.

Moderated by Edward Carrette of AlphaSense, this webcast will cover:

• Warren Buffett’s rationale for investment in OXY and CVX
• Headwinds and tailwinds of global energy supply and demand
• The generalist approach to investing in exploration and production (E&P)
• Oil and gas industry map
• Environmental, Social, Governance (ESG) and its impact on the oil and gas industry
• How using primary research, like expert calls, can help you discover how experts in the O&G sector are operating

Viewers can download the 30-page white paper, which much of the discussion will be based, Oil & Gas: An investor’s guide to the oil & gas sector in an era of energy transition.