Oil Demand is Going Up Not Down, New All-Time Highs Inevitable: John Polomny

Host of the Actionable Intelligence Alert John Polomny lays out his thesis for investing in oil and provides a forecast on the overall commodities market. John believes that growing demand from electrification of emerging economies, along with misguided ESG mandates, have pushed oil into a spot where the only way to go is up.

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00:00 Introduction
00:23 Tailwinds for Oil & Gas in 2023
05:17 Russian Oil Sanctions
08:52 Uranium Bull Cycle
14:15 ESG Hypocrisy
18:13 Volatility in the Markets
24:56 Oil Demand in Emerging Economies
29:49 Impact of Recession on Commodities
34:11 Precious Metals & Bitcoin Miners
37:34 Actionable Intelligence Alert

#oil #oilandgas #energy