Thummel: U.S. Energy Security to Offset Extreme Prices, AI More Intertwined in Sector

March 5, 20268m 8s

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Show Notes

U.S. ramping up oil production will help offset extreme energy prices, says Rob Thummel. However, if the Strait of Hormuz closes off to tankers, crude prices will soar until the Iranian-U.S. conflict ends. One aspect of the general energy trade Rob sees as favorable to investors: the abundance of free cash flow. AI's expanding connections to energy stocks is another tailwind he sees for the sector.

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