Where energy and tech meet; oil & gas fundamentals with Jennifer Warren

Jennifer Warren discusses where energy and tech infrastructure meet right now and why she focuses on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space growth and adoption slower than we think (17:40). Fundamentals of oil and gas, tightness and inelasticities (24:20). Energy, election season and macro factors (30:30). Players and stocks worth highlighting (34:30). See more about the charts mentioned here.

Episode transcripts

Show Notes:
Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUs
Uranium A Big Part Of Our Energy Future - Chris DeMuth Jr.
Palantir, BP ink pact for new AI capabilities

For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions