“Gas Prices Cannot Remain Where They Are” says Energy Analyst Elliott Gue (12-24 month opportunity)
Energy Analyst Elliott Gue believes there is a 12 to 24 month window for investors to profit from a natural gas trade. He says that, “gas prices cannot remain where they are” currently and must go up. Elliott also believes that there is not much downside risk in oil from current prices. He shares several of his favorite energy stock picks.
Elliott Gue is the founder and chief analyst for CapitalistTimes.com. Since earning his bachelor’s and master’s degrees from the University of London, Elliott has dedicated himself to learning the ins and outs of the energy sector, scouring trade magazines, attending industry conferences, touring facilities and meeting with management teams.
0:00 Introduction
0:40 Elliott’s background
1:48 Drivers of oil price decline in past year
7:48 Oil price in a recession
12:44 ESG & Renewables impact on oil companies’ capex
19:34 U.S. Shale growth possible?
23:49 SPR release: How low can they go?
27:44 Security of supply is a geographical issue
32:42 Nuclear energy
41:17 Energy stock picks
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