Episode 91: Oil Investing Enters “The Age of Restraint”
27 APR 2018 - The oil and natural gas investment cycle is entering an “age of restraint,” according to a newly published report from Goldman Sachs Research. In this episode, we sit down with Michele Della Vigna, Commodity Equity business unit leader in EMEA, to understand what this means for the sector. “The period of restraint is a period where fear around long-term demand distraction from decarbonization and electric vehicles is forcing the industry to really rationalize its capital investment,” Della Vigna says.
This podcast was recorded on April 16, 2018.
All price references and market forecasts correspond to the date of this recording.
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