First Reserve's Krueger Sees Continued Volatility in Energy

The video discusses the current state of energy cycles, highlighting market volatility and deflationary pressures. It explores investment strategies focusing on risk mitigation and asset integrity, considering long-term sustainable business models. The investor mindset is examined, noting the diverse perspectives on energy sector dynamics and the impact of geopolitical factors like trade tariffs and supply disruptions. The video also addresses competition in the energy investment space and the opportunities arising from portfolio rationalization.

How do trade tariffs influence the energy market?

What are the geopolitical factors that impact investment decisions in the energy sector?

What role do Saudi Arabia, Russia, and the US play in the global oil supply?