Edward Harrison is joined by Marin Katusa – chief energy investment strategist at Casey Research and author of “The Colder War.” Marin tells us he sees oil going lower within the next 6 – 12 months because, despite the drop in rig count, output levels will remain elevated. Marin also gives us his take on the demand side problems, with China slowing much more than government statistics suggest and warns that hedges that expire by the end of 2015 will leave many companies naked and that’s when the penny could drop.
Marin says he thinks the $100 billion BRICS bank will help solve the problems that Russia and China want to solve but won’t necessarily help other economies in the emerging markets and gives us his take on what kind of impact oil and gas will have on the economy in Russia this year. He continues his comments with an in-depth analysis of oil and the Middle East with points on both Saudi Arabia and ISIS.
Marin says he thinks the $100 billion BRICS bank will help solve the problems that Russia and China want to solve but won’t necessarily help other economies in the emerging markets and gives us his take on what kind of impact oil and gas will have on the economy in Russia this year. He continues his comments with an in-depth analysis of oil and the Middle East with points on both Saudi Arabia and ISIS.
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