Alternative Realities: What’s Next for Oil Prices?

About this episode

Experts discuss the future of oil markets amidst geopolitical risks and demand shifts.

Season 02 Episode 23 Energy markets are on edge as geopolitical risk meets shifting demand, elevating the importance of balance, quality, and discipline in portfolio construction. Markets are pricing a near term risk premium while longer-dated benchmarks remain steadier, yet timing matters as continued Strait of Hormuz disruptions can shift outcomes on a week-by-week basis. Join Aaron Mulvihill, Global Alternatives Strategist, and Aga Zmigrodzka, Equity Research Analyst, Energy and Infrastructure, at J.P. Morgan Asset Management as they discuss what’s next for oil markets and where disciplined capital allocation and strong balance sheets may uncover durable opportunities across the energy value chain.

People in this episode

Guests: Aaron Mulvihill, Aga Zmigrodzka

Topics covered

• oil prices
• energy markets
• geopolitical risk
• portfolio construction
• capital allocation

Keywords

• oil prices
• energy markets
• geopolitical risk
• portfolio construction
• capital allocation
• energy value chain

Mentioned in this episode

Organizations: J.P. Morgan Asset Management

Places: Strait of Hormuz

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