Shubham Garg is the CEO & Founder of White Tundra Resources and White Tundra Investments. Producing Oil & Gas in a profitable, environmentally sustainable, and fun way is Shubham’s true passion. Having worked in the field throughout his career, he is using his boots-on-the-ground knowledge mixed with his detailed financial analysis and education in petroleum engineering to achieve long-term capital growth. His industry contacts and conversations with management allow him to feel confident in his in-depth valuations and offer deep insight into their operations.
Shubham is currently managing White Tundra Investments’ portfolio focused on undervalued Canadian Oil & Gas E&P’s. White Tundra operates on a concentrated model with 30-60% of our portfolio invested in one leveraged high-torque equity, 30-60% on a basket of low-growth cash-flow generating equities, and 10% on high potential small-cap and junior companies with unique technology, excellent operational performance and strong management teams. White Tundra is also Shubham’s next step in sharing his knowledge and simplifying Oil & Gas investing in order to attract more interest in the sector from those employed in our industry, retail investors, millennials, and ESG-focused investors.
0:00 Introduction
2:00 Shubham’s expertise
6:34 Addressing Oil Bear Thesis
13:39 Oil supply side
21:43 ESG & green transition=oil demand destruction?
27:40 Forced transition away from hydrocarbons not realistic
30:50 Oil price forecast for 2023?
34:20 Sub-$100/barrel oil never again
35:15 This oil cycle is a “sustained shift upward”
36:40 Geopolitical events impact on long-term oil price?
40:14 How to follow Shubham online
Shubham Garg’s website: https://www.whitetundra.ca/
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23 Comments
Is peak oil real, anyone?
Great guest Bill!! Thank you to you both!!
While I agree that oil will go higher, I don't its turn is next in the commodity rotation as the economy slows, or possible peace deal in Ukraine are events that would bash it lower. I think it's more likely oil takes a break as we are seeing in natural gas right now, even uraniums have be then going sieways to lower after big run. Same with agriculture stocks. In short, we might get a deflationary whiff here soon which contineus to pressure the stock market and drags down economically sensitive commodities BEFORE they turn higher, while gold and silver have already had their cyclical bear markets within an overall secular bull, and have now started higher again. I will focus on te metals and miners for now, since I think they have less downside form current levels, but much more upside. I will buy energy at some point, but its too early right now in my opinion.
Fascinating talk. Thank you Shubham and Bill.
120-140 $ /barrel in 2023
Wait till Benjamin Netanyahu takes office he’s going to bomb Iran and oil prices are going to the moon.
You do an absolutely fantastic job! Thank you 👍
Can you please have Shubham on every 6 weeks or so?👍
I have been hearing predictions of peak oil for 20 years. We probably are at peak oil with the current oil fields, current technology, and current prices. However, when new oil fields are found, new technology is implemented, and/or higher prices are sustained, plenty of new oil supply is always created. Sure the price of oil will go up over the next decade, but so will the price of everything else.
This guy's a stud 💰🍻
For the most part, Agree with everything with he is saying; Except, the $100-$120/Barrel, population reduction from the "Clot Shot" could impact "Global Demand".
China might not open as fast as some think. Covid could become a persistent problem since China opened too fast We’ll see. I still love the energy sector though.
Shubham is a national treasure. Protect this man at all costs
Petrobras.
Was always going to be a banger with Shubham, but I really appreciated the carefully considered questions Bill.
Imagine the recoil against Solar and EVs once they realize all the new mines that will need to be approved. If it's a commodity for energy, I'm a buyer. Oil, gas, copper, Lithium, Uranium, Nickel, iron, silver, etc.
This was excellent, informative, and very intriguing! I for sure want him to come back on and talk about investing and hopefully give us some names he really likes and why for the next few years
LOL. Have to laugh when a young naive or stupid person says, "Never again."
38:49 Key statement! 🤔 Excellent content! 🤔
Shubham Garg is the Michael Jordan of oil and gas podcasters.
What a man is Shubham.
This guy is on my watchlist. That's a no-brainer imho…
Happy New Year Team MSE.