Where energy and tech meet; oil & gas fundamentals with Jennifer Warren

16 set 2024 · 42 min. 47 sec.

Descrizione

Jennifer Warren discusses where energy and tech infrastructure meet right now and why she https://seekingalpha.com/author/jennifer-warren/analysis?source=ie_podcast:where_energy_tech_meet_jennifer_warren on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech...

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Jennifer Warren discusses where energy and tech infrastructure meet right now and why she focuses on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space growth and adoption slower than we think (17:40). Fundamentals of oil and gas, tightness and inelasticities (24:20). Energy, election season and macro factors (30:30). Players and stocks worth highlighting (34:30). See more about the charts mentioned here.

Episode transcripts

Show Notes:
Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUs
Uranium A Big Part Of Our Energy Future - Chris DeMuth Jr.
Palantir, BP ink pact for new AI capabilities

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