
businessDec 29, 202247:42pending
"Sub-$100/barrel Oil Never Again" Explains Oil Analyst Shubham Garg
About this episode
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 2:00 Shubham’s expertise 6:34 Addressing Oil Bear Thesis 13:39 Oil supply side 21:43 ESG & green transition=oil demand destruction? 27:40 Forced transition away from hydrocarbons not realistic 30:50 Oil price forecast for 2023? 34:20 Sub-$100/barrel oil never again 35:15 This oil cycle is a “sustained shift upward” 36:40 Geopolitical events impact on long-term oil price? 40:14 How to follow Shubham online Shubham Garg’s website: https://www.whitetundra.ca/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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