Oil Isn't Dead — John Love on Why Energy Markets Are Defying the Headlines
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We're live. This is Value After Hours. I'm Tobias Carlisle joined as always by my cohost, Jake Taylor. Our special guest today is John Love. He's the president and CEO of UCF Investments. They're a commodity energy ETF firm. John's gonna give us some views on where copper and oil are going. How are you, John? Welcome to the show.
Thanks for having me. I'm doing good. Thank you. Tell us a little bit about the firm. Sure. Well, USCF Investments, the the acronym is short for United States Commodity Funds. We've been around for twenty years. We launched our our first ETF in 2006, April 2006, so we just celebrated a twentieth anniversary. And we were the first oil ETF, third commodity ETF to exist and had success with that. A lot of people familiar with the ticker USO, that's us, more so than the firm. But we shortened United States commodity funds to USCF investments because we branched out a little bit in the ensuing year
Congrats. I think COP is particularly interesting potentially because it's used in AI. I've been telling the story that the world needs six more Esconditas and we don't have or eight more Esconditas and we we don't have eight more Esconditas. Tell us a little bit about what's happening in copper.
Yeah. Well, I think you nailed it. The the challenge right now is the short term versus the long term. Like, knows I don't know if everybody knows, but over the next five years, I think it's a pretty established fact that unless there's an interruption to this AI story, there is not enough. In fact, even before AI, there's not enough copper for all of the things that we're trying to do. Just standard manufacturing, and growth, but then you add EVs, you let electrification across the board, and then, you know, the AI story data centers coming into it. There's just not enough copper. It takes a
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