Energy Investing 201: Relentless Demand, Uncertain Supply

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The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 11 June 2022

⏱️ 27 minutes

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Summary

Earth’s population continues to grow and energy needs are struggling to keep up with worldwide demand. Nick Sciple and Jim Gillies dive into the macroeconomic forces creating an energy crunch, where they are finding investment opportunities, and discuss:
- The wide-ranging effects of an energy crunch
- How a shale boom “incinerated” $700 billion
- Ways individual investors could benefit from pension funds leaving oil

Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/renewable-energy-stocks/

Stocks discussed: OTC:IPFCC, TSX:IPCO, CBRL

Host: Nick Sciple
Guest: Jim Gillies
Producer: Ricky Mulvey
Engineer: Dan Boyd

Transcript

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0:00.0	You know, any money I pay you as a dividend, Nick, is money I'm not reinvesting into my
0:06.0	business to drill baby drill if you will.
0:09.3	It's a prime setup for I think a multi-year energy boom.
0:16.9	I'm Chris Hill and that was Jim Kiles, senior analyst at Motley Full Canada.
0:25.5	Jim and Nick Cypill are taking another dive into energy investing.
0:29.9	It's a cyclical industry but one that they believe is facing relentless demand with a less
0:35.2	certain supply.
0:36.7	Today they're digging into the wide-ranging effects of an energy crunch, how a shell
0:41.1	boom incinerated $700 billion and the ways that individual investors could actually
0:47.1	benefit from fewer institutional funds investing in the space.
0:57.9	So off the bat, Jim, there's an energy crunch, there's energy supply crunch in the market
1:01.5	today.
1:02.5	Why are we seeing that?
1:03.5	What the heck is going on?
1:04.5	The world needs a lot of energy as we come out of the pandemic as we keep adding people
1:10.7	to our global population as we keep having people wanting, understandably, lifestyles more
1:19.9	like what we enjoy in the West, which of course are inherently higher energy consumptive.
1:25.6	We have found ourselves with record worldwide demand.
1:29.4	So I always try to kind of set the parameters, the world demand for energy.
1:35.7	This is not where it's coming from at all.
1:38.0	We're not talking commodities yet.
1:39.7	But the worldwide demand is about 175,000 terawatt hours per year.
	...

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