2023 Oil Price Outlook amidst Banking Crisis with Analyst Shubham Garg
Shubham Garg is the CEO & Founder of White Tundra Resources and White Tundra Investments. Producing Oil & Gas in a profitable, environmentally sustainable, and fun way is Shubham’s true passion. Having worked in the field throughout his career, he is using his boots-on-the-ground knowledge mixed with his detailed financial analysis and education in petroleum engineering to achieve long-term capital growth. His industry contacts and conversations with management allow him to feel confident in his in-depth valuations and offer deep insight into their operations.
Shubham is currently managing White Tundra Investments’ portfolio focused on undervalued Canadian Oil & Gas E&P’s. White Tundra operates on a concentrated model with 30-60% of our portfolio invested in one leveraged high-torque equity, 30-60% on a basket of low-growth cash-flow generating equities, and 10% on high potential small-cap and junior companies with unique technology, excellent operational performance and strong management teams. White Tundra is also Shubham’s next step in sharing his knowledge and simplifying Oil & Gas investing in order to attract more interest in the sector from those employed in our industry, retail investors, millennials, and ESG-focused investors.
0:00 Introduction
0:51 Banking crisis and oil price and demand
3:44 Increased junior oil stock exposure & lowered margin
5:58 Banking crisis to push back oil bull market?
11:58 Managing an oil stock portfolio amidst sell-off
16:26 Would you invest in an oil company in Venezuela?
19:40 Offshore exploration plays
21:53 Shubham’s website and work