Where energy and tech meet; oil & gas fundamentals with Jennifer Warren
16 de sep. de 2024 ·
42m 47s
Descarga y escucha en cualquier lugar
Descarga tus episodios favoritos y disfrútalos, ¡dondequiera que estés! Regístrate o inicia sesión ahora para acceder a la escucha sin conexión.
Descripción
Jennifer Warren discusses where energy and tech infrastructure meet right now and why she https://seekingalpha.com/author/jennifer-warren/analysis?source=ie_podcast:where_energy_tech_meet_jennifer_warren on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech...
mostra más
Jennifer Warren discusses where energy and tech infrastructure meet right now and why she focuses on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space growth and adoption slower than we think (17:40). Fundamentals of oil and gas, tightness and inelasticities (24:20). Energy, election season and macro factors (30:30). Players and stocks worth highlighting (34:30). See more about the charts mentioned here.
Episode transcripts
Show Notes:
Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUs
Uranium A Big Part Of Our Energy Future - Chris DeMuth Jr.
Palantir, BP ink pact for new AI capabilities
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
mostra menos
Episode transcripts
Show Notes:
Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUs
Uranium A Big Part Of Our Energy Future - Chris DeMuth Jr.
Palantir, BP ink pact for new AI capabilities
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Información
| Autor | Seeking Alpha |
| Organización | Seeking Alpha |
| Página web | seekingalpha.com |
| Etiquetas |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company
