Florian Grummes: ‘Devastating’ Oil Shortages, Bursting AI Bubble & Gold Miners
Stijn Schmitz welcomes Florian Grummes to the show. Florian Grummes is Founder & Managing Director of Midas Touch Consulting. Florian remains bullish on oil and gas, viewing energy equities as still undervalued despite recent price consolidation. He anticipates a severe oil price shock by late summer or early autumn, driven by ongoing supply disruptions from Middle East tensions, critically low inventories, and a disconnect between Western paper markets and physical demand. He notes that while demand destruction may eventually occur, the immediate risk is a sharp price spike as shortages…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.