Lift-Off for Oil Stocks
Broadcast on: March 2, 2021
Duration: 14:07
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The Big Conversation | Aired: 2021-03-03
This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the underperformance of traditional energy sectors which are lagging the reflation trade. Miners and banks have all outperformed. Is it the turn for energy stocks to take-off? Even taking into account the structural headwinds from regulation and the diversion of capital to renewable energy sources, this underperformance looks extreme. Or perhaps it is the miners that are due a pullback? In the chatter, we talk to Refinitiv’s Wayne Bryan about the trends in renewable energy production and investment.
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Roger Hirst, Independent Macro Analyst, Co-Head of Content, Real Vision Group
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Wayne Bryan, Director European Gas Research, Refinitiv
