(Public) Memo - My Interview With Kontrarian Korner
By: Wilson
This will be a short memo as I want to share with you all my recent interview with Kontrarian Korner.
In the interview, I discuss my thoughts on:
General outlook for oil and natural gas in 2025.
OPEC spare capacity in 2025.
Why LNG is the main demand driver long term for increased natural gas demand, and why projections for power burn demand might be off.
Issues with EIA numbers, and how we adjust numbers to try to get an accurate read on US oil production.
Projections for US production in 2025, and the gap between our numbers and consensus.
How the Permian Basin is in the process of peaking, and why I think there will be a structural supply deficit for oil by the end of the decade.
My thoughts on Trump as a wild card, but why his second term will look different for energy than his first term.
Why a SPR refill could be a big tailwind IF it happens.
My view on sanctions or tariffs having an impact on oil markets.
My thoughts on some specific Canadian equities, some of the Permian producers, as well as a special situation we are watching.
What I look for in companies when it comes to buybacks and capital returns.
The Courage To Be Disliked by Ichiro Kishimi and Fumitake Koga & More Money Than God by Sebastian Mallaby.
I want to give a special thanks to Ben at Kontrarian Korner for doing this. I strongly recommend readers to give him a follow. He does a wonderful job bringing top-tier guests to his show and provides incredible insights to his readers.
Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.
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Appreciate the share!