Martijn Rats: Why Energy Sector is Attractive Once Again

This podcast episode discusses the recent surge in oil and refined product prices, driven by robust demand and OPEC production cuts, particularly from Saudi Arabia. The global refining system has faced challenges due to capacity closures and logistical difficulties, leading to tightness in the refined product market. The outlook for energy equities is favorable due to the tight oil market, high refining margins, and potential for higher natural gas prices in Europe.