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Oil market fundamentals could make E&P companies a good equity investment

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Listen: Oil market fundamentals could make E&P companies a good equity investment

  • Featuring
  • Jasmin Melvin    Chris van Moessner
  • Commodity
  • Oil
  • Length
  • 12:58
  • Topic
  • 2022 US Midterm Elections OPEC+ Oil Output Cuts US Policy

OPEC and its allies slashed production targets for the next 14 months by 2 million b/d, signaling that the bloc is set on managing global production in a way that maintains a higher oil price, according to market analysts. At higher prices, oil companies are continuing to produce enormous amounts of free-cash-flow, and that bodes well for long-term investors in the sector like Equinox Partners, according to Sean Fieler, the company's president and chief investment officer.

Fieler joined the podcast ahead of the Oct. 5 OPEC meeting, but reports were already circulating that a production cut was coming. He gave his take on the role OPEC is playing in the oil market, where he sees oil prices heading in the near- and long-term, and how geopolitics and domestic policies, including the growing ESG movement, are impacting the investment outlook for the oil industry. Spoiler: he thinks "it's a great time to be an equity investor" in this sector.

Stick around after the interview for Chris van Moessner with the Market Minute, a look at near-term oil market drivers.

Related content:

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Oil market ponders price floor amid demand destruction (premium content)

More listening options:

Platts Capitol Crude Podcast on Spotify

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Platts Capitol Crude Podcast on Google Podcasts