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Flashcast: Navigating the Energy Landscape – OPEC Resurgence in Oil and Acceleration in Global LNG Developments
Manage episode 497398431 series 3486351
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In this special edition of the WTR Small-Cap Spotlight Flashcast, host Tim Gerdeman sits down with Chris Degner, Managing Director in Water Tower Research’s Energy Practice, to explore major shifts in the oil and natural gas markets. The discussion covers rising OPEC production, evolving global supply structures, and a deep dive into LNG market trends—including emerging export projects in the U.S. and Australia. The episode also spotlights Tamboran Resources, a small-cap company with high-potential natural gas assets in Australia. Tune in for expert insights on where the energy markets are headed and what it means for small-cap investors.
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