Energy & Trade Wars Are Rewriting the World Order | Helen Thompson

Bullish:

• $XLE - US energy dominance represents a fundamental geopolitical shift with the country becoming a major gas exporter and the world's largest oil producer, creating significant structural advantages

  • “I don't think it can be really underestimated what a significant change it was for The United States to become a gas exporter, and for The United States to become again the world's largest oil producer.”

    Helen·18:37
• $RUSSIA - Accommodation with Russia likely by end of decade as world cannot sustainably exclude Russian energy given rising oil demand through 2050, with US oil companies wanting to return

  • “I think will be accommodation with Russia again, like by the end of the decade... The US oil companies, not least probably ExxonMobil, like wanna go back into Russia.”

    Helen·31:14
• $BRAZIL - Brazil and Guyana becoming increasingly important to Western Hemisphere oil production, representing a structural shift in global energy supply

  • “Brazil has been quite important to that. Guyana has been even more important to that.”

    Helen·20:31

Bearish:

• $EUBONDS - Potential bond market crisis in Britain within weeks or months due to unsustainable fiscal pressures, high debt, unpopular government, and defense spending demands

  • “It's not difficult to see how you could have a bond market crisis in Britain over the next six weeks or the next couple of months in the in developed to the budget or the budget, like immediate aftermath of the budget itself.”

    Helen·36:26
• $CHINA - China has clear strategic vulnerabilities as the world's largest oil importer, creating exploitable geopolitical weakness in US-China competition

  • “China has some, like, very clear vulnerabilities as the world's largest oil importer.”

    Helen·0:00