Oil prices above $100?

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Sam is still away on paternity leave, but luckily I’ve recovered enough to get chatting with Boaz Shoshan about oil markets and some concerns about the solar market.

Boaz believes oil prices are likely to head higher than $100 per barrel, and I was keen to hear whether he thought this would be a positive for the shift to electric cars and renewables.

He meanwhile was intrigued by some of the tensions in the solar industry, where what’s best for the energy transition isn’t necessarily what’s best for the companies bottom lines…

Kit Winder
Exponential Investor

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