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Natural Gas as the Energy of the Future: Applications and Investment Opportunities, With Farid Guindo

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Manage episode 457782070 series 2516750
内容由Nathaniel E. Baker提供。所有播客内容(包括剧集、图形和播客描述)均由 Nathaniel E. Baker 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Farid Guindo of Drill Capital Management joins the podcast to discuss his bullish views on natural gas -- not the commodity itself, necessarily, but its application to meet future energy demand. Content Highlights
  • Natural gas as the energy of the future even as prices of the commodity itself plummet (1:08);
  • Oil exploration is becoming increasingly difficult, expensive, and risky (2:58);
  • The 'John D. Rockefeller moment' for natural gas (5:46);
  • What role can nuclear energy play? (16:03);
  • In natural gas, there will be winners and losers, however... (18:00);
  • Where are the best opportunities? (19:51);
  • Background on the guest (28:39);
  • How will the new presidential administration (Trump 2.0) impact things? (41:38).
  continue reading

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Artwork
icon分享
 
Manage episode 457782070 series 2516750
内容由Nathaniel E. Baker提供。所有播客内容(包括剧集、图形和播客描述)均由 Nathaniel E. Baker 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Farid Guindo of Drill Capital Management joins the podcast to discuss his bullish views on natural gas -- not the commodity itself, necessarily, but its application to meet future energy demand. Content Highlights
  • Natural gas as the energy of the future even as prices of the commodity itself plummet (1:08);
  • Oil exploration is becoming increasingly difficult, expensive, and risky (2:58);
  • The 'John D. Rockefeller moment' for natural gas (5:46);
  • What role can nuclear energy play? (16:03);
  • In natural gas, there will be winners and losers, however... (18:00);
  • Where are the best opportunities? (19:51);
  • Background on the guest (28:39);
  • How will the new presidential administration (Trump 2.0) impact things? (41:38).
  continue reading

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