Name: Key influencing factors of the oil and gas market
Uploaded: 2023-01-19T19:23:28.335585+00:00
Duration: 4976 s
Channel: Master Investor

Callum Macpherson, Head of Commodities at Investec, sees China as an uncertainty with regard to the demand for oil. A reopening of the country in 2023 would help increase demand and benefit the oil price. As for the supply of oil, Callum highlights the OPEC meeting in 2022 which decided to cut output limits, while for the supply of gas, Russia is seen to hold the keys for Europe. There's uncertainty as to how the gas inventory can be rebuild in 2023. More broadly, Callum considers oil prices as strongly correlated with equities while the high gas prices in Europe seriously impact equity markets and pose a threat to the sustainability of the European industry.

Callum Macpherson, Head of Commodities at Investec, sees China as an uncertainty with regard to the demand for oil. A reopening of the country in 2023 would help increase demand and benefit the oil price. As for the supply of oil, Callum highlights the OPEC meeting in 2022 which decided to cut output limits, while for the supply of gas, Russia is seen to hold the keys for Europe. There's uncertainty as to how the gas inventory can be rebuild in 2023. More broadly, Callum considers oil prices as strongly correlated with equities while the high gas prices in Europe seriously impact equity markets and pose a threat to the sustainability of the European industry.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/630/005630/video_L3d8UZn.mov#t=1203

Master Investor

Key influencing factors of the oil and gas market

About Master Investor Sector Focus: Oil & Gas

About ADX Energy

About Hartshead Resources

About Botala Energy

The war in Ukraine has focussed minds on the sources and costs of our energy like never before. As governments across the western world seek security of supply at prices which won’t bankrupt their economies, the value of picking good oil and gas companies in which to invest has rarely been clearer. In this webinar Master Investor hears from experts on the oil and gas sector and a range of companies with exciting prospects:

Ian Tchacos - Executive Chairman of ADX Energy
Callum Macpherson - Head of Commodities at Investec
Andrew Matharu - Chief Financial Officer of Hartshead Resources Limited
Kris Martinick - CEO of Botala Energy

The war in Ukraine has focussed minds on the sources and costs of our energy like never before. As governments across the western world seek security of supply at prices which won’t bankrupt their economies, the value of picking good oil and gas companies in which to invest has rarely been clearer. In this webinar Master Investor hears from experts on the oil and gas sector and a range of companies with exciting prospects:Ian Tchacos - Executive Chairman of ADX Energy Callum Macpherson - Head of Commodities at Investec Andrew Matharu - Chief Financial Officer of Hartshead Resources Limited Kris Martinick - CEO of Botala Energy

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/630/005630/video_L3d8UZn.mov

Sarah Lowther introduces the format of "Oil and Gas", a webinar that hosts 15-minute presentations from several companies in the oil and gas sector that are thriving in the current environment.

Executive Chairman Ian Tchacos gives an overview of oil and gas exploration and production company ADX Energy. ADX Energy is ASX-listed, but its focus is entirely on Europe, with a particular emphasis on Austria. While its current portfolio represents both onshore and offshore energy operations, the company is transforming its business to onshore explorations.

Chief Financial Officer Andrew Matharu gives an overview of gas development company Hartshead Resources, 100% owner and operator of License P2607 in the Southern Gas Basin. Hartshead Resources is ASX-listed, and has a three-phase development portfolio. As part of phase I, the company is currently advancing the Somerville and Anning Gas Fields with 2P reserves of 301.5 Bcf of gas to supply the UK energy market through the Bacton Hub.

CEO Kris Martinick gives an overview of energy company Botala Energy. Founded in 2018, the ASX-listed company is developing hybrid projects in Botswana, and currently exploring and developing the Serowe gas project. Botala Energy is also working with Solar Finland to develop a solar panel manufacturing project in Botswana.