SVB International's Vakhshouri on Energy Market

The video discusses the impact of government interventions in energy markets during the current crisis, comparing measures to those in the UK. It explores the long-term implications of the Ukraine war on the oil and gas industries, highlighting the challenges in substituting Russian energy. The discussion extends to the energy transition, emphasizing the role of nuclear power and the need for diverse energy sources. The video concludes with speculation on future energy market stability, considering potential supply sources like Iran and Venezuela.

What role do you expect nuclear power generation to play in the future energy landscape?

What challenges do non-Russian and non-Chinese countries face in keeping up with energy transitions?

How do geopolitical factors influence the supply of oil from countries like Iran and Venezuela?