Conflict keeps midstream compelling, integrateds see a pipeline of cash

About this episode

Jean Ann discusses the future of energy supply lines and investment opportunities in integrated oil companies amidst ongoing global conflicts.

Energy buyers to rethink supply lines With energy stocks off recent highs, Jean Ann joins the podcast to discuss what may be ahead and why she believes that cash flow generation at Integrated oil companies, boosted by the higher trading range for crude, make several of them attractive investments. We also discuss longer term impacts from the war, including how we're likely to see more interest in US LNG contracts from more countries, greater interest in building strategic reserves and increased interest in renewables and storage. We detail the compelling outlook for US pipelines, where capex growth was heading higher well before the closure of the Strait of Hormuz. Lastly, we touch on whether we could see significant oil production increases in Venezuela and Iran over the longer term and whether US integrated oil companies are poised to benefit. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank…

People in this episode

Guest: Jean Ann

Topics covered

• energy supply chains
• integrated oil companies
• US LNG contracts
• renewables and storage
• US pipelines
• oil production

Keywords

• energy stocks
• cash flow generation
• crude trading range
• strategic reserves
• capex growth
• oil production increases

Mentioned in this episode

Organizations: Bank of America, BofA Global Research

Places: US, Venezuela, Iran, Strait of Hormuz

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