Energy Crisis 2022 - Stock Market Impact

Rising energy prices are driving almost all markets in 2022. In this video, I examine why this is happening, what the economic impacts are and what governments are trying to do about it. I also look at how this is affecting the stock market and discuss what opportunities and risks this could present for investors.

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DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

#EnergyCrisis #Investing #PensionCraft

[chamberlaintripper]

Solid video.. I agree wholeheartedly with all your points made.. Keep up the good work. The community needs more realistic videos like this and less unrealistic rubbish which seems to be the trend currently. Liked and subscribed.

[johnnyworzel]

Excellent stuff, you’re my favourite YouTuber 10/10

[MrcuryMan]

This Channel brings so much value, especially in comparison to the clickbaity crash-prophets, which are experiencing a surge in attention these days. Thank you for this rather prudent approach!

[MagicNash]

Great summary, I expect something to happen during autumn and winter, whether that smth, like say Italy electing a different gov-t and cancelling some Russian sanctions, is going to change the overall picture is unclear however

[philsmith]

Incredibly eloquent and well-informed. Thank you.

[citizenpb]

Small technical correction... LNG is not pressurized.

[miquelmauri]

Maybe we should invest in hot blankets and pijamas companies

[pathologicaldoubt]

Excellent analysis but how do we anticipate this energy crisis will be alleviated? Isn’t so much of it dependent on Russia? How long do we anticipate this squeeze until other viable options are presented? Years?

[jaspervanbuuren]

I love your videos, but lately you're not clearly separating advertisements (about NOA) from your own content. I think any ad should be clearly announced as such. I listen to an ad differently than to real conten and I think the separation should be unambiguous.

[flesz_]

Apparently UK exports gas to Europe, so why are they increasing the prices if they have so much gas

[Equitybonds]

Brilliant analysis and explanation of the current energy crisis. You also provide reassurance by simply saying "things will improve". Way to easy to fall foul of recency bias and assume the current pain will continue forever. Thank you once again :)

[Aron]

I like many presentations on this site, but this one is somewhat shallow. Want to make couple comments.
1. Oil supplies are limited. BP stated recently that these will end by about 2060. At this time we do not even know how much oil Saudi Arabia has left. Few years ago there was a speculation that not much because lifted oil carried more water than expected.
2. Oil price, though volatile, will reflect inflation and expected to be about 15% above $65 per barrel. So, $80-$85 does not sound unrealistic.
3. Efficiency of Russian oil production will certainly deteriorate over time because of limited access to Western technology/parts and expertise.
4. Real supplies of natural gas are not clearly defined at this time.
5. Small but an important factor: Earth population is growing by about 80 million people per year and by the end of this year will reach ~8 billions.
6. "Green Technology" (wind and solar) has not been tested over extended period of time. We do not know what is reliability of these systems, deterioration of their performance etc. over time?
7. EU, of course, will survive but not at such drastic expense of their low income citizens. EU politicians choose to pay exacerbate higher price for natural gas (liquified vs piped), coal shipped from Australia at 3 times higher price, and oil. As a result, I will stay away from EU companies except the ones that make military's equipment.

[mikev]

Hey Ramin, concerning Dutch TTF which defines European gas prices, is there a way we as investors can track this? Most natural gas ETFs track mainly the US market.

[infinityfabric]

Very well explained. Thank you for saving me time ...again.

[ziggytrick]

No mention of why opec have decided to cut oil production from October to keep the price high? (Can't blame that on the war)

[kobusventer]

Thank you for another excellent talk. Well researched and presented!

[株パンチ-qh]

Clear explanation and materials, helpful, thank you

[alex]

I really love u said that ''in the BIT MORE DETAILS'', u are so cute🤣🤣🤣

[MrSlick]

Why is the price of our gas from the North Sea inflated to match the price of gas from France/Russia? Should our price to the public be way less than county’s linked to the Russian pipeline?

[rickvierbuchen]

Good presentation, but it could have been improved by recognizing that the root cause of Europe’s energy crisis is not Russia’s weaponization of gas, rather it is poor strategic planning by governments, which left economies vulnerable to Russia’s actions. Governments could have developed diversified, flexible and secure energy strategies that protected societies from unexpected events. For example, additional investments in nuclear energy, LNG terminals, gas storage, domestic oil and gas production, as well as renewables would have resulted in robust energy systems and reduced Russia’s leverage.