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Valued Client,

 

Hedgeye's CEO Keith McCullough, Managing Director Daryl G. Jones, and Lou Gagliardi of our ENERGY vertical recently hosted a conference call on crude oil. The key questions answered included: 

  • Why has oil been trading off in the last week(s)? What's changed?
  • How should we think about assessing the upheaval in the Middle East as it relates to supply?
  • What are the key long term supply and demand factors to analyze as it relates to future price?
  • What are the implications for other energy markets?
  • What's next for the price of oil?
  • What are the best oil equities to play given the current environment?
  • What is the role of US monetary and fiscal policy in determining the price of crude oil? 

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Replay Podcast:

http://www.hedgeye.com/feed_items/12524

 

Presentation Slides:

http://docs.hedgeye.com/Whats%20Next%20For%20Oil.pdf

 

If either hyperlink fails to work, please copy & paste it into the URL of your browser.

 

Regards,

 

The Hedgeye Macro Team